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The Industry’s Most Trusted Private Wealth Data—Comprehensive, Accurate, and Current
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About FINTRX

Founded in 2014 and headquartered in Boston, MA, FINTRX is an AI-powered intelligence platform delivering comprehensive data and insights on registered investment advisors and family offices. Fueled by innovation and built by a team with deep industry experience, FINTRX combines millions of verified data points with powerful AI to help financial firms analyze the private wealth landscape and engage with confidence.
2014
Established in Boston, MA
100+
Dedicated Team Members
20+
Countries Served
1,000+
Loyal Clients

Life at FINTRX

Collaborative With a Shared Mission

Our Mission

At FINTRX, our mission is to deliver the most efficient path to access the global private wealth ecosystem. Our powerful yet easy-to-use platform provides an intuitive way to discover the right investors, opportunities and decision makers - all while saving you valuable time. 

Recent Reports & Research

July 8 2026

The Most Viewed Rep & Advisor Profiles in FINTRX in Q2 2026

Using FINTRX platform engagement data, we analyzed the most viewed individual rep and advisor profiles in Q2 2026 to see which advisors are drawing the most attention across the wealth management landscape. From founders of their own RIAs..

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July 7 2026

The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q2 2026

Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q2 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX, building..

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July 6 2026

RIA & Broker-Dealer Roundup: June '26 Moves, M&A Deals & New Launches

In the June 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealth data intelligence--details some of the most notable advisor team movements, M&A deals, and new..

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July 1 2026

What 'Producing Advisor' Actually Means, and Why Most Coverage Gets It Wrong

Ask most data providers how many advisors they cover, and you'll get an impressive number. Ask how many of those advisors are actually producing, meaning actively managing client assets and generating revenue, and the number usually drops, if anyone..

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