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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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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

March 18 2024

RIA Regional Spotlight: Ten Leading Advisors in the Northeast

Welcome to the FINTRX RIA Regional Spotlight, where we highlight ten esteemed advisors across the Northeast region. This blog series showcases the diverse landscape of leading registered investment advisors (RIAs) in America, encompassing..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
March 15 2024

Relationship Path: AI-Powered Relationship Intelligence for Financial Professionals

FINTRX is proud to introduce the next generation of relationship mapping capability for financial professionals: Relationship Path. In the investment landscape, being able to swiftly and effectively identify prospects, make..

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March 8 2024

LPL Attracts Elite Teams with Advisor-Focused Culture

LPL Financial is transforming the wealth management landscape, attracting elite advisory teams with its refined high-net-worth services and advisor-focused culture. Offering unparalleled flexibility and autonomy, LPL has successfully recruited top..

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March 7 2024

February '24 FINTRX Family Office & RIA Data Report

Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To illustrate..

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Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network