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Investment Banks

Join the many investment banks who entrust our unparalleled family office data and intuitive prospect management tools to streamline their distribution and direct deal efforts.

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FINTRX for Investment Banks

Source Private Investors

Each family office dossier is complete with investor criteria and allocation preferences to streamline your qualification process. Zero in on sectors and industries of interest, target EBITDA, due diligence metrics and more.

Create Targeted Buyers Lists

Leverage our comprehensive data and analytics to source private family office investors and/or strategic family office acquirers who currently operate in a similar market.

Direct Deal Portfolio

An inside look to each family office's direct deal activity -  featuring the financing round, amount invested, size of round, sectors, industries and more. 



For Practical family office insights & best practices

Explore Knowledge Center

Built for the asset raising professional. Engineered for efficiency.