FINTRX For Asset Managers

Turn Advisor Intelligence Into Distribution Results

AI-powered intelligence, real-time data, and targeted relationship insights to streamline advisor prospecting and engagement.

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45K+ RIA & Broker-dealer firms 790K+ Registered Reps 28K+ Wealth Teams 1,900+ Banks & Trusts

FINTRX FOR ASSET MANAGERS

Enhance your ETF, mutual fund, and product distribution.

Identify High-Intent Prospects

Pinpoint RIAs, broker-dealers, and teams actively allocating to your asset class, filtering by AUM, custodians, product preferences, and historical fund flows.

Enhance Sales & Marketing Efficiency

Automate outreach with CRM integrations (Salesforce, HubSpot, DealCloud) and bulk AI actions, enabling scalable yet personalized engagement.

Track Market Trends & Shifts

Get real-time alerts on portfolio and AUM shifts, advisor and team transitions, and firm M&A activity, ensuring outreach is timely and relevant.

Personalize Your Pitch

Leverage your network and AI-driven relationship intelligence to find connections and secure warm introductions to investment decision-makers.

The Foundation

Built on the leading private wealth dataset

Every distribution view on this page runs on the same research spine: 45,000 firms, 790,000 reps, and 28,000 wealth teams, filterable down to the advisors who actually produce — by custodian, book size, role, and territory.

45,000 Firms 790,000 Reps 28,000 Wealth teams

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Filter the universe Live count

All reps 790,000

RoleProducing advisors only 214,600

Book size$100M+ rep AUM 68,400

CustodianSchwab · Fidelity 31,200

Fund exposureHolds the category 9,840

TerritoryNortheast 1,412

Target list 1,412 advisors

"We really did not have any way to prospect new people to TCW. FINTRX completely changed that."

Julia Koller

The TCW Group

"In my opinion, FINTRX is the leader for finding advisors...It’s the very best out there, and you should look no further."

Shawn Paulk

SP Financial Group

"The accuracy of the data makes my job a lot easier, and it’s why I view FINTRX as the industry leader."

Phil Davidson

BIP Capital

RIA Holdings

Access detailed RIA portfolios

Reported positions roll up into asset class and strategy weightings, so you can tell where a firm's model has room for your fund before the first call.

Asset class mix

38.2% ETFs

ETFs38.2% Mutual funds41.6% SMA12.4% Alternatives4.6% Cash3.2%

Concentration · % of reported assets Q3 2026

Large-cap blend 14.2%

Core fixed income 11.1%

International equity 8.6%

Small-mid cap 6.2%

Municipal income 4.4%

Private credit 1.9%

Mutual funds 41.6%ETFs 38.2%SMA 12.4%Alts 4.6%

Deep Holdings Intelligence

Target firms based on what they hold

Search any fund or ticker and get every firm that reports it, ranked by position size, with the contacts attached. Build the displacement list around firms already buying the category.

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Fund holdings search VTI Large-cap blend 1,284 firms hold VTI

#FirmLocationAUMShares% of book

01 Meridian Wealth Partners Boston, MA $3.2B 412,900 6.1%

02 Charter Oak Advisors Hartford, CT $2.7B 286,400 4.8%

03 Fern Hollow Capital Pittsburgh, PA $1.9B 204,100 4.1%

04 Sandhill Fiduciary Partners Charleston, SC $1.27B 142,700 3.4%

1,284 firms$46.2B in the competing fund9,140 contacts attachedExport to CRM

Ask FINTRX AI

Find prospects with FINTX AI

No more struggling with filters, sliders, and cumbersome search bars. Find your ideal prospect with natural-language search.

Prompt Show me RIAs in my territory holding a competing large-cap ETF but none of my funds

Searching FINTRX Territory · NortheastCategory · large-cap blendExcludes current holders 0.8s

41 RIAs in your territory hold a competing large-cap ETF and none of your funds. Six run more than $1B, and Charter Oak added to the category last quarter.

FirmLocationAUMCategory exposure% of bookYour funds

Meridian Wealth Partners Boston, MA $3.2B $84.2M 6.1% No position

Charter Oak Advisors Hartford, CT $2.7B $61.7M 4.8% Added last qtr

Fern Hollow Capital Pittsburgh, PA $1.9B $39.4M 4.1% No position

Sandhill Fiduciary Partners Charleston, SC $1.27B $28.6M 3.4% Trimmed

41 firms matchedSave as list

Advisor Movements

Track rep movement and breakaways.

FINTRX tracks advisor transitions across wirehouses, banks, and RIAs — with the book, the team, and the timing.

MOVE DETECTED — ALERT SENT

Merrill Private WealthWIREHOUSE — 9 YEARS

DEPARTED

Beacon Ridge PartnersINDEPENDENT RIA — BOSTON

NEW HOME

Priya Kapoor$480M BOOK — ALTS FOCUS

Meeting Prep Made Easy

Walk in already knowing the book

Pull one brief and get the firm, the people in the room, what they already hold, and what changed last quarter. The prep that used to take an afternoon across four tabs takes a few minutes.

01One brief per firm, refreshed before every meeting
02Know who is in the room, their role, and their tenure
03See current exposure and last quarter's moves before you open

Prep time An afternoon across four tabs One brief, minutes

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Tomorrow · 10:30am Meeting brief

Meridian Wealth Partners RIA · Boston, MA · $3.2B AUM

Custodian Schwab Your funds held 3 of 12 Category exposure $84.2M Last contact 11 weeks ago

Who is in the room

JB Jason Brenner CIO · 9 yrs Decision maker

LC Leslie Castillo Director of Research · 6 yrs Due diligence

What changed last quarter

Added to large-cap blend, +18.4% QoQ
Trimmed core fixed income, -2.1% QoQ
No position in your international sleeve

Meet Prep Powered by FINTRX

FAQ

Have questions? We have answers.

Q1How does FINTRX ensure data accuracy compared to competitors?+

Data accuracy is the foundation of everything we do. Unlike competitors who rely solely on web scraping or manual updates, we take a dual-layered approach:

AI-powered automation continuously collects, cleans, and structures data from thousands of sources.
A 70+ person research team meticulously verifies and enhances every record for depth and accuracy. This means daily updates and real-time insights—ensuring you never waste time on stale or incomplete information.

Q2What makes FINTRX different from other private wealth data provides?+

FINTRX is an AI-driven private wealth intelligence platform, meaning we don’t just provide data—we provide actionable intelligence. Our platform continuously updates in real-time, leveraging AI-powered insights, relationship mapping, and predictive analytics to ensure you're always acting on the most accurate and relevant information. We don’t just aggregate data; we transform it into intelligence that drives results.

Q3What kind of support and training does FINTRX offer?+

FINTRX provides comprehensive onboarding and training to ensure users maximize the platform’s value from day one. This includes:

Dedicated Onboarding Specialist – A FINTRX expert guides new users through platform setup, CRM integration, and best practices.
Live Training Sessions – Interactive walkthroughs tailored to your team’s specific use case (asset raising, fund distribution, etc.).
On-Demand Video Tutorials – Access to a library of step-by-step guides covering key features like AI Search, AI Analyst, and Best Path AI.
Ongoing Support & Strategy Calls – Regular check-ins to refine workflows, optimize data usage, and ensure long-term success.
Help Center & Knowledge Base – A searchable hub with FAQs, guides, and best practices.

FINTRX doesn’t just provide a tool—it acts as a strategic partner, ensuring users seamlessly integrate, adopt, and leverage the platform for maximum impact.

Q4Will FINTRX conduct outreach to prospects on my behalf?+

No, FINTRX does not conduct outreach on behalf of users. However, the platform equips users with the intelligence and tools needed to optimize their own outreach efforts. While FINTRX doesn’t engage in direct outreach, it empowers users with the best data, AI-driven insights, and workflow tools to drive effective engagement.

Q5What platforms does FINTRX integrate with?+

FINTRX integrates seamlessly with leading CRM platforms, including:

Salesforce
HubSpot
Microsoft Dynamics
DealCloud

Additionally, FINTRX integrates with Snowflake, and custom data feeds and APIs are available to sync data with other internal platforms.

The FINTRX MCP also integrates with Claude, ChatGPT, and Perplexity

Q6What type of firms use FINTRX to distribute their funds?+

Firms that use FINTRX to distribute their funds typically include:

Asset Managers – ETF issuers, mutual fund companies, SMA providers, hedge funds, and private equity firms targeting RIAs and broker-dealers.
ETF & Mutual Fund Providers – Firms distributing passive and active ETFs, mutual funds, and alternative investment vehicles to wealth managers.
Alternative Investment Managers – Private equity, venture capital, real estate, and hedge funds looking to raise capital from RIAs and family offices.
Insurance & Annuity Providers – Companies offering variable annuities, structured products, and fixed income solutions to financial advisors.
WealthTech & TAMPs – Technology platforms and turnkey asset management programs seeking to partner with RIAs and broker-dealers for fund distribution.