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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

February 12 2026

CNBC’s Family Office 15: Robert Frank Ranks the Most Active U.S. Family Offices Using FINTRX Data

In a new Inside Wealth feature, Robert Frank of CNBC unveiledthe Family Office 15 — a ranking of the most active U.S. family offices in direct dealmaking for 2025. The list was built using proprietary data from FINTRX, the leading..

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February 11 2026

5 Family Offices Investing in Female-Founded Startups

A growing subset of family offices is taking a more deliberate approach to female-founded startups, prioritizing fundamentals over headlines. Across direct deals and venture fund allocations, they target businesses with measurable traction, scalable..

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February 10 2026

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

In the January 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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February 6 2026

How Recruiting and M&A Teams Identify RIAs with FINTRX

Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or transition. Traditional sourcing—conference chatter, referrals, and static lists—often..

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