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.
The company behind the coverage.
Schwab Impact 2025
Fall Social
Future Proof Festival
Dog-Friendly Office
FINTRX HQ
Client Convos
Future Proof
Holiday Party
Team Pickleball
Summer 2026
Citywire CIO Summit
The first thousand profiles
Founded in Boston to research the least transparent allocators in finance: family offices.
The platform ships
Research goes self-serve — search, alerts, and CRM sync replace the PDF report.
The advisor universe
RIA, broker-dealer, and wealth-team coverage makes FINTRX the full private-wealth map.
Deals & holdings
Direct investments and 13F intelligence link every entity to its actual behavior.
FINTRX AI
FINTRX launches suite of AI tools to eliminate the outdated "static" database in favor of efficient and personalized AI-powered prospecting.
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.