"No other platform has the breadth and depth of coverage of the global family office investor universe."
Will Dombrowski
Apis Capital
FINTRX for alternative fund managers
Find the Right Investors and Raise Capital Faster
Comprehensive coverage of the family office landscape, researched by a dedicated team and verified continuously. With the allocation insights, deal activity, and decision-maker profiles no one else provides.
4,600+ Family Offices
30K+ Decision-makers
41K+ Tracked investment deals
Trusted by teams at
FINTRX FOR ALTERNATIVE FUND MANAGERS
Enhance your fundraising with the industry's most trusted data.
01
Identify High-Intent Investors
Find family offices actively investing in your asset class, filtering by past allocations, direct investment deals, and fund commitments.
02
Find Your Best Path In
Leverage AI-driven relationship intelligence and verified contact information to find connections and secure warm introductions to decision-makers.
03
Tailor Your Messaging
Craft tailored outreach campaigns and fundraising pitches based on past investment activity and personal interests of key decision-makers.
04
Track Activity & Market Trends
Receive customized alerts and notifications on personnel changes, investment activity, and news to ensure your outreach is timely and relevant.
The Foundation
Built on the leading family office dataset
FINTRX was founded as a family office database in 2014. Family office data is in our DNA. With more than a decade of data and research experience, the FINTRX database now profiles more than 4,600 family offices, 30K contacts, and over 40K investments made.
4,600+
Family offices
30,000+
Contact Profiles
40,000
Direct transactions
Filter the universe
Live count
All family offices
4,600
TypeSingle Family Office
2,400
Direct deal historyTracked transactions
1,642
Check size$5M+ median check
1,240
Strategy fitPrivate credit backed
962
TerritoryNortheast
312
Target list
312 offices
Powered by FINTRX
"The accuracy of the data makes my job a lot easier, and it’s why I view FINTRX as the industry leader in wealth management and SFO data — precise, reliable, and delivered in a way that’s actually consumable."
Phil Davidson
BIP Capital
"If you're focusing on RIAs and family offices, FINTRX is absolutely the go-to intelligence provider... I have it up on one of my monitors all day long."
Steven McDermott
Greenwich Private Equity
Transparency
Segment the family office market with precision
However you want to cut and slice the family office market, FINTRX lets you. Quickly define your segment and identify high-intent prospects.
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Single family office
70.8%
12,910 deals · median check $8.4M
Multi-family office
29.2%
5,330 deals · median check $4.1M
Segment Single and Multi-Family Offices
- $5B and above3,830
- $1B – $5B6,165
- $500M – $1B3,958
- $250M – $500M2,572
- Under $250M1,715
Based on historical transactions tracked
Top US states
- California3,393
- New York2,590
- Texas1,788
- Florida1,532
- Illinois930
- Massachusetts857
Top countries
- United States13,005
- United Kingdom1,131
- Switzerland748
- Canada657
- Singapore547
- United Arab Emirates438
View Full List
Direct Company Investments
Analyze investments made by family offices
Deal-level history on every tracked family office: the company, the round, the check size where disclosed, and whether the office led. Mapped to the firm and contact records you already work.
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Ironwood Family Office · Direct investments · Austin, TX
62 transactions on file
DateCompanySectorStageSizeRole
2026-07-22
Verdal Bioscience
Healthcare
Series B
$18.0M
Lead
2026-05-09
Lumen Grid Systems
Energy & climate
Growth
$42.5M
Participant
2026-03-14
Harlow & Fen Provisions
Consumer
Buyout
$96.0M
Control
2025-11-30
Cadence Robotics
Industrials
Series A
$7.2M
Participant
2025-09-18
Northbank Payments
Financial services
Series C
$25.0M
Participant
2025-06-04
Petra Analytics
Technology
Seed
$2.4M
Lead
62 transactions$1.9B disclosed
Deal Breakdown
Track allocation history and investment preferences
Every tracked transaction is classified by sector and by stage, so you can tell a seed-stage technology backer from a control buyer in industrials before you write the first email.
18,240transactions
- Technology & software24.8%
- Healthcare & life sciences16.3%
- Real estate14.9%
- Consumer & retail11.2%
- Financial services9.4%
- Industrials & manufacturing7.6%
- Energy & climate6.1%
- Media & entertainment4.3%
- Hospitality3.2%
- Other2.2%
$61.8Bdisclosed value
- Seed & early stage31.4%
- Series A – B26.7%
- Growth equity21.5%
- Buyout / control13.9%
- Recapitalization6.5%
Tailor Your Pitch
Create personalized outreach that converts
FINTRX turns your generic outreach into personalized pitches that grab attention, align with their objectives, and get responses.
- 01Understand how your fund or product aligns
- 02Reference personal interests and affiliations to break the ice
- 03Find the warm path in through shared connections and affiliations
Ironwood Family Office · Austin, TX
3 signals on file
- Investment activity Led an $18.0M Series B into Verdal Bioscience, July 2026
- Personal interests Sits on the Austin Symphony board · collects vintage motorcycles
- Professional network Two shared connections — both ex-Beaufort Capital
Draft outreach
Personalized from the record
ToElliot Marsh · Managing Principal
SubjectVerdal, and the round after this one
Congratulations on leading the Verdal Series B in July. Investment activity
We back founders at that same stage in life sciences, and the next vehicle opens in Q4.
Ellen Pruitt and Dev Shah both speak highly of your time at Beaufort — happy to have either make the intro. Professional network
I am in Austin the week of the Symphony gala if a coffee is easier than a call. Personal interests
FAQs
Frequently Asked Questions
Q1How does FINTRX collect this data on Family Offices?+
FINTRX collects family office data through a multi-layered research process that combines:
• Regulatory Filings & Public Disclosures – SEC filings, ADV forms, and other compliance documents.
• Direct Industry Sources – Data from firm websites, press releases, and investment announcements.
• AI-Driven Data Aggregation – Machine learning identifies trends, fills in gaps, and enhances accuracy.
• Human Research & Verification – A 70+ person research team continuously refines and validates data.
• Proprietary Relationship Insights – AI maps connections between professionals, firms, and investment activity.
This hybrid approach ensures the most accurate, up-to-date, and comprehensive intelligence on 4,600+ family offices and 30,000+ key decision-makers.
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.
Q3How do you ensure the data is accurate?+
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.
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.
Q5How current is the data?+
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 connect with investors and raise capital?+
A wide range of investment firms and asset managers use FINTRX to raise capital from family offices. These include:
- Private Equity (PE) Firms – Seeking family office LPs for fund commitments and direct investments.
- Venture Capital (VC) Firms – Identifying family offices with a history of investing in startups and growth-stage companies.
- Hedge Funds – Targeting family offices interested in alternative investment strategies.
- Real Estate Investment Firms – Finding family offices with direct and indirect real estate investment interests.
- Private Companies – Businesses looking to raise capital directly from family offices.
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