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The Industry’s Most Trusted Private Wealth Data—Comprehensive, Accurate, and Current
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About FINTRX

Founded in 2014 and headquartered in Boston, MA, FINTRX is an AI-powered intelligence platform delivering comprehensive data and insights on registered investment advisors and family offices. Fueled by innovation and built by a team with deep industry experience, FINTRX combines millions of verified data points with powerful AI to help financial firms analyze the private wealth landscape and engage with confidence.
2014
Established in Boston, MA
100+
Dedicated Team Members
20+
Countries Served
1,000+
Loyal Clients

Life at FINTRX

Collaborative With a Shared Mission

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 & Research

March 11 2026

RIA & Broker-Dealer Roundup: February '26 Moves, M&A Deals & Emerging Players

In the February edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm..

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March 10 2026

Women in Wealth Management - 2026

Representation across wealth management roles continues to evolve as the industry attracts a new generation of professionals. Leveraging FINTRX data spanning more than 500,000 registered professionals across U.S. wealth management firms, this report..

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February 27 2026

Intapp Announces Partner Forum 2026 Award Winners

PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, today announced the winners of its Partner Forum 2026 Awards. The awards recognize..

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February 27 2026

The 20 Most Common FINTRX AI Prompts Used by Distribution Teams

AI is rapidly becoming a core workflow driver for private wealth prospecting, ETF distribution, and capital raising. Asset managers, ETF issuers, and capital markets teams are increasingly embedding AI directly into how they research..

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