Identify and Prospect into High-Intent RIAs & Family Offices
Instantly surface RIAs, broker-dealers, and family offices that align with your product or service, enhancing your sales process and eliminating wasted outreach.
Unlock high-value prospects with FINTRX’s AI-driven insights.
Build a Robust Pipeline
Identify RIAs, family offices, and broker-dealers most likely to adopt your solutions based on firm attributes, investment strategies, and technology usage.
Reduce Manual Research
Stay ahead of market shifts with AI-powered news summaries, ensuring outreach is timely and tailored based on the latest industry developments.
Approach Prospects with Context
Uncover existing connections, shared affiliations, and optimal points of entry into target firms — reducing cold outreach and increasing engagement rates.
Enhance Sales & Marketing Efficiency
Automate outreach with CRM integrations (Salesforce, HubSpot, DealCloud) and bulk AI actions, enabling scalable yet personalized engagement.
The leading source of private wealth intelligence
Your distribution efforts reply on comprehensive and accurate data. FINTRX covers over 45,000 firms, 790,000 advisors, 28,000 wealth teams, and 4,600 family offices — filterable down to the firms that fit what you sell, by channel, size, custodian and technology in place.
Etf.com
"The FINTRX team, product, and service are world-class. If you’re in wealth or asset management and not using FINTRX… what are you even doing?"
Build a list from the stack, not the map
FINTRX profiles the technology and service providers in place at each firm, portfolio accounting, CRM, planning, the TAMP behind the models and the alternatives platform. Sell against the incumbent, or along a complimentary solution, you can actually name.
Request demo- Include Portfolio accounting Black Diamond · Advyzon 7,420
- Include TAMP / models No TAMP on file 2,960
- Exclude CRM Advyzon 1,180
- Include Firm size $250M – $5B AUM 412
Segment the market to align with your distribution strategy
Cut and across the data across any FINTRX data to create you territories and define your plan.
Every firm in the dataset, grouped by how it is registered.
- Independent RIA 18,400 firms
- Hybrid RIA 6,900 firms
- Independent BD 8,200 firms
- Regional BD 4,100 firms
- Wirehouse 1,240 firms
- Family office 4,600 firms
- Bank trust 1,560 firms
Assets under management, so a rep sees deal size before territory.
- $5B and above 3,830 firms. Enterprise deals, long cycles, committee buying.
- $1B – $5B 6,165 firms. The mid-market sweet spot for most platforms.
- $250M – $1B 6,530 firms. Growth accounts, single decision maker.
- Under $250M 1,715 firms. Volume segment, self-serve motion.
One segment, one owner, with the account count attached.
Northeast · mid-market RIA
Owner: Dana Whitfield · 412 accounts · $1.9T combined AUM- Massachusetts 118 accts
- New York 104 accts
- Connecticut 71 accts
- New Jersey 66 accts
- Pennsylvania 53 accts
Segments recut any time without rebuilding the list
45,000 firms segmented this way · refreshed as firms grow or move
Execute with verified contact information
Identify decision makers and roles in your ICP and conduct campaigns with verified contact information at the firm and contact level.
- 01Verified emails, phone numbers, and addresses
- 02Identify key contacts by role
- 03Segment your messaging based on title
- ✓ Chief Operating Officer 388 Buyer
- ✓ Chief Technology Officer 142 Buyer
- ✓ Director of Operations 496 Evaluator
- ✓ Chief Compliance Officer 402 Gatekeeper
- Managing Partner 412 Buyer
- JB Jason Brenner Chief Operating Officer · 9 yrs Economic buyer Email verified
- LC Leslie Castillo Director of Operations · 6 yrs Evaluator Email verified
- RO Ray Okafor Chief Compliance Officer · 4 yrs Gatekeeper Email pending
Know when a firm is about to need you
Changes and moves signal opportunity: assets jump, a team arrives, an acquisition closes. FINTRX watches those events across the market and tells you which accounts just became reachable.
Request demo- AUM growth 1,420 A book that outgrew its reporting stack
- Advisor moves in 980 New advisors mean new seats and a data migration
- M&A closed 418 Two stacks that now have to become one
- Breakaway launched 312 A brand-new firm choosing everything at once
- Operations hire 196 Someone was just given the mandate to fix it
- Ridgeline Advisory Group 2 days ago Independent RIA · Nashville, TN · $2.4B AUM growth Reported AUM up 34% year over year No TAMP on file as the book scales
- Ashcombe Private Wealth 4 days ago Hybrid RIA · Phoenix, AZ · $1.1B Advisor moves in Added a six-advisor team from a wirehouse Six new seats and a book to onboard
- Wealthstone Partners 1 week ago Aggregator · Dallas, TX · $18.2B M&A closed Acquired Harbor Point Trust Two portfolio systems now in one firm
- Beaufort Ridge Advisors 1 week ago Independent RIA · Portland, OR · $740M Operations hire Named a first Director of Operations New owner for the platform decision
- Alder Grove Partners 2 weeks ago Breakaway · Minneapolis, MN · $610M Breakaway launched Filed as a new RIA with 11 advisors No systems on file yet
Find you next prospect with FINTRX AI
Ask for the firms that fit your product and FINTRX resolves it against channel, size, custodian and the technology already in place. No filter stacking, no exports to reconcile.
412 RIAs run between $250M and $5B with no TAMP on file. Eighty-four of them have added advisors in the last year.
Create tailored outreach that converts
Every firm record carries the technology in place, how the firm has grown, and who owns the decision. That is enough to open on their operation rather than your feature list.
- 01Open on their stack, not your feature list
- 02Reference the growth that creates the pain
- 03Address the person who actually owns the decision
- Technology in place Runs Addepar, no TAMP on file
- Firm growth Added 14 advisors and $600M in the last year
- Decision owner COO owns platform decisions; no dedicated CTO
Adding fourteen advisors in a year is usually the point a portfolio system starts to strain. Firm growth
We handle that transition without a data migration project, and we sit alongside Addepar rather than replacing it. Technology in place
Since platform calls sit with you rather than a CTO, a thirty-minute walkthrough is usually enough. Decision owner
Happy to send the two-page summary first if that is easier than a call.
Streamline Your Lead Generation & Sales Efforts with FINTRX
Join the thousands of financial professionals using FINTRX to book more meetings, move faster, and win more business.