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The Industry’s Most Trusted Private Wealth Data—Comprehensive, Accurate, and Current
Explore the leading platform used by asset managers to find and engage with RIAs, Broker-Dealers, Family Offices, Foundations & Endowments. Request your free trial of FINTRX now and see for yourself.

A Company Fueled by Innovation & Teamwork

Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.

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Life at FINTRX

Collaborative With a Shared Mission

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About FINTRX

Founded in 2014 and based in Boston, MA, FINTRX is the preeminent family office and registered investment advisor intelligence platform. We deliver the data, research and tools that leading asset managers and financial firms rely on to efficiently access the private wealth ecosystem. FINTRX pairs over a million data records with artificial intelligence - designed to empower our customers and deliver successful outcomes. 
KEY HIGHLIGHTS
2014
Established in Boston, MA
85+
Dedicated Team Members
20+
Countries Served
1,000+
Active Customers

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 & White Papers

June 18 2025

13 High-Growth RIAs with FINTRX Acquisition Scores of 100

The FINTRX Acquisition Score is a proprietary metric within our Advisor M&A SmartView that instantly assesses which firms are most likely to transact based on signals like AUM growth, rep stability, and ownership structure. To demonstrate..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
Knowledge Center
June 16 2025

3 Ways to Identify Your Next RIA Acquisition Using AI

In the rapidly consolidating wealth management space, competition for high-quality RIA acquisitions is fierce. Success depends on not just identifying potential targets, but doing so with speed, intelligence, and precision. That’s where ..

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June 10 2025

Breaking Down FINTRX Advisor M&A SmartView

Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. With the launch of Advisor M&A SmartView, FINTRX has reimagined how M&A..

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June 6 2025

RIA & Broker-Dealer Roundup: May '25 Moves, M&A Deals & Emerging Players

The RIA and broker-dealer space remains highly active, with major team moves, strategic acquisitions, and firm launches reshaping the competitive landscape. In this edition of our RIA & Broker-Dealer Roundup, FINTRX, your source for private wealth..

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