A Company Fueled by Innovation & Team
Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.
Life at FINTRX
Collaborative With a Shared Mission
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.
Press & Media Mentions
FINTRX CEO Named Top 100 CEO In Boston
Comparably
FINTRX Raises $9M in Series A Funding
Finsmes
More Wealthy Families Are Throwing a Lifeline...
New York Times
Why Family Offices Are Chasing Direct Deals
Business Insider
Look beyond the label in choosing a modern...
Financial Times
6 Family Office Trends In Direct And Venture...
Forbes
Family Office Capital Pumps Up Private-Equity...
Wall Street Journal
Why the hubris of Indian family offices is raising...
Asian Investor
Billionaire Families Reshape Silicon Valley's...
Bloomberg
Family Office Increasing Direct Investments...
Charles Schwab
What are High-Net-Worth Individuals Investing in...
Motley Fool
Rising rich boost stature, growth of family offices
InvestmentNews
Direct Investing Is Rising Among Family Offices
PE Insights
Recent Reports & White Papers
RIA & Broker Dealer Roundup: November '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this edition of our monthly ‘RIA & Broker Dealer Roundup’ series, FINTRX, the leader in global wealth..
October '24 Family Office & RIA/Broker Dealer Data Report
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this growth, we've compiled a..
FINTRX & Source50 Summits Announce Partnership, Bringing Enhanced Advisor Data Intelligence to Their Event Attendees
November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partnership with Source50 Summits, renowned for its high-impact networking events connecting allocators..
What's New at FINTRX | October 2024
Explore the latest product developments and happenings at FINTRX, the leading wealth management & investment data intelligence solution. We are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the..