Company intelligence
FINTRX
Unmatched RIA and Family Office Intelligence
About FINTRX
FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth teams, family offices, endowments, and foundations. Powered by industry-leading AI, FINTRX helps firms distribute funds, raise capital, recruit advisors, identify M&A targets, and drive strategic growth. FINTRX now provides access to data and intelligence covering 850,000+ financial firm and contract records, including more than 4,500 family offices and 45,000 RIA and broker-dealer firms.
Verified activity
Signals from FINTRX
6 published signals
Presence & Recognition
FINTRX was named a finalist for the 2026 MMI/Barron’s Industry Awards for Technology Solutions Provider of the Year alongside CAIS, Advyzon, and Zocks | AI for Advisors
Reported by Russ D'Argento
People
FINTRX employee Alex Jacobs is a Director of Enterprise Accounts with over three years of experience, graduated from UMass Amherst, and resides in Boston near FINTRX HQ.
Reported by FINTRX
Research & Knowledge
FINTRX published a guide breaking down how to make every Breakthru meeting count, backed by advisor feedback.
Reported by FINTRX
Presence & Recognition
FINTRX is attending the Future Proof Festival with the team.
Reported by Ryan Coleman, MBA, CIMA®, CETF®
Presence & Recognition
FINTRX team members Alexis Tsitos and others are attending the Future Proof Festival in Huntington Beach.
Reported by Alexis Tsitos
Presence & Recognition
FINTRX is attending Future Proof Festival 2026 at the Huntington Beach, California booth.
Reported by FINTRX