AI-Powered Wealth Intelligence to Connect With Foundations, Investment Advisors, Wealth Teams, etc.

FINTRX delivers real-time insight into RIAs, broker dealers, wealth teams, and family offices, helping you pinpoint opportunities and act faster. Connect with us to see what makes FINTRX the leader in private wealth intelligence.

Identify, Analyze, and Engage RIAs & Family Offices 

FINTRX provides the most comprehensive, accurate, and current private wealth data - driving more meetings, increased efficiency & growth for your business.

For Asset Managers

Empower your ETF, mutual fund, and product distribution efforts with actionable insights tailored to your role and firm. Leverage robust FINTRX data to identify prospects, uncover warm introductions, personalize your outreach, and prep for meetings.

For Alternative Fund Managers

Target the right investors, personalize outreach, and accelerate capital-raising efforts​ with AI-driven intelligence and comprehensive data on over 4,300 family offices, including investment preferences, direct investment activity, and key decision-makers. 

For Recruiters and M&A

Identify high-potential advisor teams, assess recruitment opportunities, and craft strategic pitches. Perfect for targeting wirehouse teams, independent RIAs, or wealth management entities with data-driven insights to enhance your recruiting and acquisition efforts.

For Fintech & Service Providers

Streamline sales and marketing efforts by identifying ideal prospects, understanding firm-level tech stacks, and uncovering warm paths to decision-makers.

Comprehensive Private Wealth Data

We don’t just aggregate data; we transform it into intelligence that drives results.

RIAs

End-to-end investment advisor & broker dealer data and research

Family Offices

Global family office entity and contact data intelligence

Broker Dealers

Comprehensive intelligence on broker dealer firms and contacts

Private Wealth Teams

Wealth teams within wirehouses & independent aggregators

Stock & ETF Holdings

End to end analysis and coverage of advisor portfolios

Direct Investments

Global coverage of direct investments & private placements

Endowments

Global endowment database entity and contact intelligence

Foundations

Global foundation database entity and contact intelligence