FINTRX | Private Wealth Intelligence Platform
FINTRX helps asset managers and investment firms identify and engage with private wealth targets. It is designed for teams that need relationship mapping and verified contact data for capital raising or fund distribution.
At a glance
- Category
- Finance & Accounting
- Best for
- Asset Managers, ETF Issuers, Alternative Fund Managers, Financial Recruiters, Fintech Service Providers
- Pricing
- Pricing was not clearly available from the provided evidence. A free trial is available for new users. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Fund Distribution, Capital Raising, Advisor Recruiting, Fintech Lead Generation
- Integrations
- Salesforce, HubSpot, Microsoft Dynamics, DealCloud, Snowflake
- Official website
- fintrx.com
FINTRX is a private wealth intelligence platform designed to provide data on RIAs, family offices, broker-dealers, and endowments. It combines AI-driven search and analysis with a human research team to maintain a database of financial professionals and their investment activity.
The tool is built for asset managers, alternative fund managers, recruiters, and fintech service providers. It helps these users identify potential prospects and map professional connections.
Buyers can use the platform to find decision-makers, track AUM shifts, and analyze portfolio allocations. Through various integration methods, firms may sync this data with their existing internal workflows.
Buyers should confirm if the primarily U.S.-focused data coverage meets their needs and whether the one-way CRM synchronization fits their existing data management process.
Key Features
Supports natural language queries to find specific firms, contacts, and investment data.
Provides insights and summaries on firms, contacts, and AUM trends.
Maps professional and personal relationship networks to help identify warm introductions.
Provides data on over 40,000 RIA and broker-dealer firms and 4,000+ family offices.
Supports one-way data pushes to Salesforce, HubSpot, Microsoft Dynamics, and DealCloud.
Tracks ETF and equity holdings, direct investments, and allocation trends.
Use Cases
Asset managers and ETF issuers can identify RIAs allocating to specific asset classes to support distribution efforts.
Alternative fund managers can identify family offices with a history of investing in specific strategies or asset classes.
Recruiters and aggregators can identify advisor teams and wirehouse teams for recruitment.
Service providers can identify RIAs and family offices based on their technology stacks and firm attributes.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. A free trial is available for new users. Buyers should confirm current pricing on the vendor website.
FAQ
FINTRX provides data on registered investment advisors (RIAs), broker-dealers, family offices, endowments, and foundations, including contact details and investment preferences.
FINTRX offers one-way pushes to Salesforce, HubSpot, Microsoft Dynamics, and DealCloud, allowing users to send records directly to their CRM.
No, FINTRX does not conduct outreach on behalf of users, but it provides intelligence and AI-generated messaging drafts to support a user's own outreach.
The platform uses a process combining AI-powered automation with a 70+ person research team that verifies and updates records daily.
Source category: Finance & Accounting
Source subcategory: Analytics & Reporting
