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A Company Fueled by Innovation & Team

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

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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

April 19 2024

Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest

Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest'. In this third installment of four, FINTRX spotlights ten prestigious advisors from private wealth advisory teams across the Midwest region of..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
April 16 2024

RIA Roundup: March '24 Rep Movements, M&A Deals and Emerging Players

The registered investment advisor (RIA) industry continues to be a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly..

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April 9 2024

An AI Power Play: FINTRX Fuels Innovation in Private Wealth Data

The private wealth data landscape is experiencing a notable shift fueled by the ongoing advancements of artificial intelligence (AI) technologies. FINTRX, the leading private wealth data intelligence platform, is leveraging the power of AI to..

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April 8 2024

What's New at FINTRX | March 2024

Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate..

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