<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">
Navy and blue fintrx logo (1)
START YOUR FREE TRIAL

GET STARTED

The Industry’s Most Trusted Private Wealth Data—Comprehensive, Accurate, and Current
Explore the leading platform used by asset managers to find and engage with RIAs, Broker-Dealers, Family Offices, Foundations & Endowments. Request your free trial of FINTRX now and see for yourself.

A Company Fueled by Innovation & Team

Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.

learn more
dots
20

Life at FINTRX

Collaborative With a Shared Mission

IMG_2999

About FINTRX

Founded in 2014 and based in Boston, MA, FINTRX is the preeminent family office and registered investment advisor intelligence platform. We deliver the data, research and tools that leading asset managers and financial firms rely on to efficiently access the private wealth ecosystem. FINTRX pairs over a million data records with artificial intelligence - designed to empower our customers and deliver successful outcomes. 
KEY HIGHLIGHTS
2014
Established in Boston, MA
85+
Dedicated Team Members
20+
Countries Served
1,000+
Active Customers

Our Mission

At FINTRX, our mission is to deliver the most efficient path to access the global private wealth ecosystem. Our powerful yet easy-to-use platform provides an intuitive way to discover the right investors, opportunities and decision makers - all while saving you valuable time. 

Recent Reports & White Papers

May 20 2025

The Ultimate Guide to Email Marketing for Targeting Registered Investment Advisors (RIAs)

In today’s highly competitive asset management landscape, successfully engaging Registered Investment Advisors (RIAs) requires a smart, targeted, and measurable approach to marketing. One of the most powerful and cost-effective channels to..

Read More

Family Office & RIA Resources

Explore our leading private wealth knowledge center
Knowledge Center
May 19 2025

Top Viewed Endowments & Foundations in FINTRX – Q1 2025 Insights

The FINTRX platform equips capital-raising professionals with powerful intelligence on thousands of institutional investors—including a deep and growing dataset on Endowments & Foundations (E&Fs). Each quarter, we analyze platform activity..

Read More
May 9 2025

Top Viewed Family Office Profiles on FINTRX – Q1 2025 Insights

The FINTRX platform consists of over 4,300 family offices, 25,000+ family office contacts, 40,000+ advisory firms, and over 760,000 registered reps. Thousands of financial professionals rely on FINTRX data intelligence daily for raising..

Read More
May 8 2025

Leveraging AI to Identify High-Intent RIAs in Your Territory

In the world of asset management distribution, precision is everything. Sales territories are only as strong as the intelligence behind them—and if you're relying on static spreadsheets, outdated CRM exports, or gut feel to build yours,..

Read More

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network

Request Trial
Video Overview

DATASETS

 

PLATFORM & INTEGRATIONS

RESOURCES

COMPANY

COMPARE US