FINTRX_team_FP
About FINTRX

The company behind the coverage.

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.

2014
Founded
Boston, Massachusetts
1,500+
Clients
Across every wealth vertical
70+
Research Analysts
Humans verifying, daily
74
NPS
Customer Satisfaction Rating
Inside FINTRX

The company behind the coverage.

FINTRX IMPACT 2025 Schwab Impact 2025
FINTRX Fall Social 2025 2 Fall Social
Russ DArgento Future Proof 2025 Future Proof Festival
FINTRX Dogs Dog-Friendly Office
Hingham Office FINTRX HQ
Dennis Caulfield FINTRX 2025 Client Convos
FINTRX Team Future Proof 2025 Future Proof
FINTRX Holiday Party 2026 Holiday Party
Pickleball 2026 Team Pickleball
Summer Party 2026 Summer 2026
FINTRX Conferences 2025 Citywire CIO Summit
2014

The first thousand profiles

Founded in Boston to research the least transparent allocators in finance: family offices.

2018

The platform ships

Research goes self-serve — search, alerts, and CRM sync replace the PDF report.

2021

The advisor universe

RIA, broker-dealer, and wealth-team coverage makes FINTRX the full private-wealth map.

2024

Deals & holdings

Direct investments and 13F intelligence link every entity to its actual behavior.

2025

FINTRX AI

FINTRX launches suite of AI tools to eliminate the outdated "static" database in favor of efficient and personalized AI-powered prospecting.

Our Story

A research desk that became a platform.

FINTRX started as a family-office research operation — analysts on phones, building profiles nobody else could. The software came later, because the data deserved better than spreadsheets. That order matters: we’re a research organization with a platform, not a platform hunting for data.

Join the team

See open roles at FINTRX.