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Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

Trusted By
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$16.5 Trillion
 
total investment advisor assets tracked
6.3 Million

total investment advisor data points covered
RIA DATA INTELLIGENCE
RIA DATA INTELLIGENCE

A Better way to access the investment advisor & registered rep ecosystem

Access to investment advisors has never been easier and more efficient. Our intelligent registered investment advisor data is engineered to efficiently deliver comprehensive and accurate data. Using automation, artificial intelligence and our expansive research team, we put real time data in your hands to ensure successful outcomes.

RIA analytics
ANALYSIS

Growth metric - Assets managed by registered investment advisors has grown to $16.5 trillion in the last year.
 

Access RIA's
Efficiently.

Identify your target RIA's

Identify your target RIA's

Efficiently identify and map investment advisors that are a fit
investment advisor Decision makers

Find reps & decision makers

Uncover key decision makers and executives
RIA intent signals

Monitor advisor intent signals

Stay current on asset flows, rep movement and advisor intent signals
RIA data enrichment fintrx

Enrich your RIA data

Uncover insights, enhance accuracy and surface opportunities within your data.

RIA Database Features

Key features and functionality to deliver the data you need
RIA daily updates

Daily Updates

Daily updates to ensure you have the most up to date data at your disposal
Private Wealth Teams

Private Wealth Teams

Understand the relationship and makeup of private wealth teams
Custody Analysis

Custody Analysis

Track and analyze custodial assets held and changes over time
Build Territories

Territory Builder 

Build advisor and rep territories & track new additions and changes
Meeting Prep Packets

Meeting Prep Packets

Create meeting prep packets to ensure you're armed with up to date info
allocation themes

Allocation Themes

Identify niche allocation themes - ESG/Impact, cannabis and more
Growth Signals

Advisor Growth Signals

Build custom growth metrics to uncover rapidly growing advisors
map search

Visual Map Search

Visually query down to the street level to better plan travel and meetings
Rep Relatability Scores

Rep Relatability Scores

Personalize your outreach to build stronger relationships & dialogue   
Advisor & Rep News

Advisor & Rep News 

Track news mentions on all reps and advisors to drive timely outreach
Advisor AUM

Advisor AUM 

Advisor AUM to help you target the right advisors & registered reps
Key Decision Makers

Key Decision Makers

Increase efficiency by seamlessly targeting key decision makers
RIA AUM Data
RIA AUM
AUM ANALYSIS

Advisor Asset Breakdown and Growth

Our RIA Data Module provides detailed breakdowns on advisor assets under management, as well as real-time notifications about rapid portfolio growth signals - delivering you insight into the firms that best meet your needs.

RIA private funds advised tracking
RIA private funds advised
ASSET CLASS EXPOSURE

Private Funds and Asset Class Exposure

Explore investment advisor private funds advised and allocations to fund investments - each with insights into holdings and asset class exposure. Breakdown investments over time, uncover trends in asset flows and geographic attributions.

RIA Data enrichment
UNLOCK YOUR DATA
UNLOCK YOUR DATA

Data Enrichment Technology

You have investment advisor or rep data but it's stale, thin and is not working for? Our proprietary Data Enrichment technology will turbo charge your data and ensure teams across your organization are utilizing the most accurate and complete information on your target market. Uncover hidden networking opportunities within this data to drive better prospecting and drive successful outcomes.

Build RIA Territory Lists
RIA Map Search
PROSPECT MAPPING

Visually Build Travel and Territory Lists 

With our visual search engine, you can create territory maps and build travel lists in seconds by simply dragging and dropping onto the desired location. Visually filter by hundreds of fields ensuring you pinpoint the right audience of investment advisors and registered reps.

Hear What Our Customers Have to Say

Simplify your registered investment advisor access

Book more meetings, increase efficiency, and expand your network