Anyone responsible for generating new business or building relationships across private wealth: capital raisers, product distributors, financial recruiters, M&A professionals, and enterprise BD teams all gain a massive edge with smarter entry points.

Absolutely. When paired with AI Search and AI Analyst, Relationship Path becomes even more powerful—helping you find the right targets, understand their strategic profile, and connect with them through the best relationship path—all in one workflow

FINTRX combines verified data sources with proprietary AI models and human validation to ensure high-confidence relationship mapping. Every suggested connection is backed by real, traceable overlap—whether it’s a shared employer, teammate link, or alumni affiliation—so you can trust the relevance and act on it with confidence.