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A Company Fueled by Innovation & Team

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



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. 
Established in Boston, MA
Dedicated Team Members
Countries Served
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

January 26 2023

FINTRX Customer Spotlight Series

Welcome to the FINTRX Customer Spotlight Series, in which we examine specific examples of how FINTRX, the premier family office & registered investment advisor data platform continues to provide financial professionals with a more efficient means of..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
December 30 2022

2022 FINTRX Family Office & Registered Investment Advisor Annual Roundup

On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Database solution, it is our pleasure to share the 2022 Family Office and RIA Yearly Roundup. With an emphasis on family offices, investment advisors and the..

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December 19 2022

FINTRX 2022 Product & Data Year In Review

A look back at some of the most significant data and product additions and enhancements that we made in 2022!

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December 9 2022

Monthly Family Office Data Report: November 2022

Each month, FINTRX - Family Office & Registered Investment Advisor Platform adds and updates hundreds of family offices, family office contacts, tracked investments and assets to our private wealth dataset. To showcase this model of growth, we have..

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Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network