FINTRX

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FINTRX is a leading intelligence platform designed to provide comprehensive data on family offices and registered investment advisors (RIAs). Founded in 2014 and based in Boston, MA, FINTRX offers a robust suite of tools and research capabilities that enable asset managers and financial firms to efficiently access and navigate the private wealth ecosystem. The platform delivers detailed insights into family offices, investment advisors, broker-dealers, and private wealth teams, helping users identify potential investment opportunities and build valuable relationships.

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The platform's features include advanced search filters, real-time data updates, and customizable alerts, ensuring that users have access to the most current and relevant information. FINTRX also integrates with popular CRM systems, enhancing workflow efficiency and data management. By leveraging FINTRX, financial professionals can streamline their prospecting efforts, increase meeting efficiency, and expand their network within the complex world of private wealth.

FINTRX Features

Extensive Data Coverage

Access to millions of data points on family offices and registered investment advisors (RIAs). Detailed insights into investment preferences, contact information, and industry trends.

Advanced Search and Filtering

Powerful search filters and queries to find relevant decision-makers quickly. Intuitive search functionality to uncover new opportunities.

CRM Integrations

Seamless integration with popular CRMs like Salesforce, HubSpot, Practifi, Jungo, and Altvia. Sync all FINTRX data to your CRM for efficient prospecting and client management.

LinkedIn Integration

FINTRX 360° LinkedIn Integration for accessing private wealth data directly within LinkedIn. Manage lists, favorites, and comprehensive contact management tools within LinkedIn.

Proactive Alerts and Notifications

Receive alerts and notifications about relevant updates and opportunities.

Mobile Access

Access FINTRX data through mobile apps for on-the-go intelligence.

AI-Powered Insights

Utilize artificial intelligence to make informed decisions and build relationships.

FINTRX Specifications

Operating System :
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Windows Android
Desktop Mobile
Web-Based, Perpetual
All Industries
All Businesses
Small Business Medium Business SMEs MSMBs MSMEs
Phone Email
Documentation Videos
English

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FINTRX Company Details

Brand Name	FINTRX
Information	Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.
Founded Year	2019
Director/Founders	Russ D'Argento
Company Size	142+ Employees

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