Business introduction
AI-Powered Intelligence to Target RIAs and Family Offices
Combining comprehensive data with advanced AI, FINTRX helps modern distribution teams identify, analyze, and engage the private wealth ecosystem with precision and confidence
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.
FINTRX Solutions
FINTRX Platform
Natural language AI search Say goodbye to static databases and the hassle of sifting through filters, fields, and data points. FINTRX translates your plain-language queries into targeted prospect lists in seconds—no manual filtering required. Create data with AI prompts Create fully custom data fields using simple natural language prompts and watch FINTRX AI......
