FINTRX is attending the Future Proof Festival with the team.
Public source
Publisher name
Public post
Looking forward to heading to Future Proof Festival with the FINTRX team! Excited to show more of what we’ve been building and hear how teams are thinking about growth,…
Company
FINTRX
Unmatched RIA and Family Office Intelligence
- Industry
- Financial Services
- Location
- Boston, US
- Company size
- 51–200 employees
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.
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Latest activity from FINTRX
6 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
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.
Research & Knowledge
FINTRX published a guide breaking down how to make every Breakthru meeting count, backed by advisor feedback.
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