A Company Fueled by Innovation & Teamwork
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
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
How FINTRX Powers Predictive RIA M&A Sourcing for Aggregators
The RIA M&A market is more active and competitive than ever. Aging advisor demographics, private equity capital, and the pursuit of scale are driving deal flow, but surfacing the right firms at the right time remains a challenge. That’s..
5 Largest Family Office Direct Deals of October 2025
Family offices aren’t slowing down. Even in a volatile market, they continue to be some of the most active and forward-thinking investors, pouring billions into AI, sustainability, and emerging tech. FINTRX family office data shows direct..
Looking to Raise Money? Here Are 3 Reasons to Target Family Offices
For fund managers and private companies seeking to raise capital, choosing the right investors can make all the difference. While institutional allocators and RIAs often dominate the outreach list, one investor class has become..
Most Viewed RIA Firm & Rep Profiles on FINTRX – Q3 2025 Insights
Ever wonder which firms and advisors are drawing the most attention across the wealth management space? With thousands of professionals using FINTRX daily to prospect Registered Investment Advisor (RIA) and connect with decision makers,..


