FINTRX
AI-powered private wealth intelligence platform for identifying, analyzing, and engaging RIAs, broker-dealers, family offices, and endowment
Overview
FINTRX provides an AI-powered private wealth intelligence platform offering comprehensive data and analytics on the private wealth ecosystem. This includes over 45,000 RIAs and broker-dealers, 790,000 registered representatives, 27,000 wealth teams, and 4,500 family offices. The platform tracks over $144 trillion in RIA assets and performs more than 100,000 monthly data updates, delivering verified contact information, investment preferences, and firm-level insights.
The platform features AI-powered analytics tools like AI Analyst for meeting preparation and messaging, and integrates with major CRM systems (Salesforce, HubSpot, DealCloud, Dynamics) as well as AI assistants (Claude, Perplexity, ChatGPT) through FINTRX MCP. It serves asset managers, alternative fund managers, recruiters, aggregators, and fintech providers to identify prospects, personalize outreach, and streamline distribution efforts within the private wealth space.
Key Features
- + Comprehensive database of 45,000+ RIAs, broker-dealers, and 4,500+ family offices with contact data
- + AI Analyst tool for meeting preparation, messaging, and prospect intelligence
- + Over 100,000 monthly data updates tracking $144 trillion in RIA assets
- + Verified email addresses (650,000+) and family office investment preferences
- + Wealth team and wirehouse aggregator team tracking with decision-maker identification
- + Data feeds and API access for system integration