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RIA, Broker Dealer, Family Office, Endowment, Foundation Data Intelligence
A Better Way to target advisors & LP's

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.

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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.

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Life at FINTRX

Collaborative With a Shared Mission

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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

October 15 2024

FINTRX Endowments & Foundations Data Launched

FINTRX is proud to announce the addition of Endowments & Foundations to our industry-leading financial data intelligence platform, providing unparalleled access to these nonprofit entities. As key players in the investment landscape, these..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
Knowledge Center
October 11 2024

How FINTRX Sets Itself Apart from Other Financial Data Platforms

In today’s competitive financial landscape, the need for accurate and comprehensive data has never been more critical. For financial professionals, making informed decisions depends on choosing the right database—a choice that can..

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October 4 2024

The Top 10 Endowments - Powered by FINTRX

Endowments--entities purpose-built to provide steady streams of revenue for nonprofit institutions--serve as powerhouse LPs in the investment world, consistently funneling capital into various equities and alternatives in order to fulfill their..

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October 4 2024

RIA & Broker Dealer Roundup: September '24 Moves, M&A Deals & Emerging Players

The investment advisor and broker dealer landscape continues to evolve at a rapid pace, with pivotal changes occurring each month. FINTRX, the leader in wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’..

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