Solution introduction
FINTRX AI: Private Wealth Intelligence That Drives Results
FINTRX isn’t just a database—it’s an AI-powered private wealth intelligence platform that delivers speed, precision, and clarity to identify the right prospects, target key decision makers, and gain real-time insights across the RIA and family office ecosystem
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.
Your dedicated AI analyst
FINTRX AI Analyst is your built-in private wealth analyst, delivering real-time, contextual insights across every firm, contact, and investment you view. From identifying key decision-makers and recent capital activity to interpreting AUM trends and ETF shifts, AI Analyst surfaces what matters—instantly.
Powerful relationship mapping
FINTRX Best Path AI surfaces the strongest paths to decision-makers using shared affiliations, past firms, and mutual connections—helping identify warmest paths for outreach.
Real-time news and trends
Stop scanning headlines. FINTRX AI analyzes market activity and firm-specific news to surface relevant, actionable updates—letting your tailor your messaging and saving you hours of prep.
