FINTRX
FINTRX is a B2B SaaS platform providing private wealth intelligence on RIAs, broker-dealers, family offices, and endowments, combined with AI-driven prospecting, scoring, and relationship-mapping tools, sold via enterprise subscriptions to asset managers, ETF issuers, alternative fund managers, recruiters, and fintech providers.
- Company typePrivate
- Founded2014
- HeadquartersBoston, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What FINTRX does
FINTRX, Inc. is a B2B SaaS platform founded in 2014 and headquartered in Hingham, Massachusetts, that provides private wealth intelligence to financial services firms selling into or operating within the U.S. registered investment advisor (RIA), broker-dealer, family office, and endowment/foundation ecosystem. The platform aggregates data on more than 45,000 RIA and broker-dealer firms, 790,000 registered representatives, 4,500+ family offices, 29,000+ family office contacts, 650,000+ verified email addresses, and $144T+ in tracked RIA assets, with 100,000+ monthly updates verified by an in-house research team of more than 70 analysts. Its core customers are asset managers and ETF issuers seeking to distribute products through the RIA channel, alternative fund managers raising capital from family offices, wealth management recruiters and aggregator platforms, and fintech/service providers selling into the private wealth ecosystem.
The platform layers a suite of AI-driven tools on top of this data asset, including AI Search (natural-language queries), AI Analyst (firm summarization and meeting prep), AI Elements (custom scoring and analytics via natural-language prompts, launched October 2025), Relationship Path / Best Path AI (warm-introduction mapping), and the proprietary FINTRX Acquisition Score and M&A Fit Analysis surfaced within the Advisor M&A SmartView module. Data is accessible via a web platform, native CRM integrations (Salesforce, HubSpot, Microsoft Dynamics, DealCloud), Snowflake data feeds and APIs, and a Model Context Protocol (MCP) integration connecting FINTRX data to Claude, Perplexity, and ChatGPT.
FINTRX operates a sales-led, quote-based enterprise SaaS model with annual subscriptions tailored to dataset scope, seat count, and feature access, supported by a free trial and dedicated client success team. The company raised a $9 million Series A in November 2021 led by Jason Krantz of Definitive Healthcare, employs 101–250 people, holds SOC 2 Type 2 certification, and was named to the Inc. 5000 list of fastest-growing private companies in 2025. Recent strategic moves include the launch of AI Elements (October 2025), a partnership with Ultimus Fund Solutions (December 2025), the Intapp Partner Forum 2026 Data Intelligence award (February 2026), and C-suite expansion (February 2026).
FINTRX firmographics
Firmographics- Name
- FINTRX
- Legal name
- FINTRX, Inc.
- Website
- https://fintrx.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- FINTRX is a B2B SaaS platform providing private wealth intelligence on RIAs, broker-dealers, family offices, and endowments, combined with AI-driven prospecting, scoring, and relationship-mapping tools, sold via enterprise subscriptions to asset managers, ETF issuers, alternative fund managers, recruiters, and fintech providers.
- Ownership category
- akta.pro rank
FINTRX industry classification
Industry- Product category
- Wealth Management Data & Intelligence Platform
- NAICS
- Web Search Portals, Libraries, Archives, and Other Information Services (519)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- SME Credit Risk, Underwriting & Financial Data (B2B Fintech Data/Decisioning) (FSAGAJAM)
- akta.pro secondary industries
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH), Alternative Data & Credit Scoring (Cashflow, Telco, Utility, Open Banking) (FSAGAHAC)
Keywords
Where FINTRX is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
FINTRX business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: FINTRX operates as a B2B SaaS platform providing subscription-based access to its private wealth intelligence platform. Customers pay for access to RIA, broker-dealer, family office, and wealth team data along with AI-powered tools. The platform offers CRM integrations and API/data feeds as part of the subscription tier. Pricing is quote-based and tailored to enterprise needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription with tailored pricing |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels9 records
FINTRX product offering
Product offeringCore offering
FINTRX sells an AI-powered B2B SaaS platform that delivers comprehensive private wealth intelligence on RIAs, broker-dealers, family offices, endowments, foundations, and wealth teams, along with proprietary AI tools for prospect identification, acquisition targeting, relationship mapping, and meeting preparation. Customers access the platform via web browser, native CRM integrations, Snowflake data feeds, APIs, browser extensions, and an MCP layer that connects the dataset to AI assistants such as Claude, Perplexity, and ChatGPT.
Product overview
FINTRX is a private wealth intelligence platform offering a unified SaaS platform combining comprehensive data coverage with AI-powered tools. The core FINTRX Platform provides data on 45,000+ RIAs, 4,500+ family offices, 790,000+ registered reps, and 650,000+ verified emails. The AI suite includes AI Analyst (firm insights), AI Search (natural language queries), AI Elements (custom scoring models), Relationship Path (warm introduction mapping), and Alerts & Notifications (real-time monitoring). M&A SmartView provides a dedicated acquisition intelligence module with proprietary scoring. Data access is available through CRM integrations (Salesforce, HubSpot, Dynamics, DealCloud), Data Feeds & APIs, Snowflake, and MCP for AI assistants. A SMS-based AI assistant called Fin extends accessibility. The platform targets asset managers, ETF issuers, alternative fund managers, recruiters, and fintech companies.
Differentiator
Problem solved
Functional benefit
Brands
- Advisor M&A SmartView: AI-driven M&A intelligence module within FINTRX platform that provides proprietary acquisition scoring, firm targeting criteria, and relationship mapping for M&A professionals.
- AI Elements
- AI Analyst
Products and services
- FINTRX Platform AI-powered private wealth intelligence SaaS platform providing comprehensive, accurate, and up-to-date data on RIAs, broker-dealers, family offices, foundations, and endowments, with tools for prospecting, relationship mapping, and workflow integration. Used by asset managers, ETF issuers, alternative fund managers, recruiters, and fintech/service providers.
- RIA Database Comprehensive dataset of 45,000+ RIA and broker-dealer firms and 790,000+ registered representatives, covering AUM, team structures, investment preferences, ownership, custodian usage, and verified contact intelligence for prospecting and distribution.
- Family Office Database Global dataset of 4,500+ single and multi family offices and 29,000+ family office contacts, tracking investment preferences, direct investment activity, key decision-makers, and verified contact data for capital raising from family offices.
- Endowments & Foundations Database Comprehensive entity and contact intelligence on global endowments and foundations for identifying institutional allocators and decision-makers for capital raising and partnership outreach.
- Wealth Teams Database Intelligence on wealth teams within wirehouses and independent aggregators, tracking team movements, AUM, and personnel changes across 27,000+ wealth teams for recruiting and M&A targeting.
- Data Feeds & APIs Programmatic API and external data feed access to FINTRX's private wealth dataset for integration into internal systems, databases, Snowflake data warehouses, and proprietary analytics platforms.
- AI Elements AI-driven tool that lets investment professionals build custom data points, scoring models, and analytics within the FINTRX platform via natural-language prompts for tailored private wealth insights.
- Advisor M&A SmartView Dedicated module within RIA firm profiles that consolidates acquisition viability data, featuring the proprietary AI-powered FINTRX Acquisition Score, M&A Fit Analysis, AUM & CAGR breakdowns, advisor composition, ownership insights, and custodian data for advisor M&A targeting.
- FINTRX MCP (AI Integrations) Model Context Protocol (MCP) integration that connects FINTRX's private wealth data to external AI assistants including Claude, Perplexity, and ChatGPT, enabling AI-native querying and analysis of FINTRX data.
Quantifiable outcome
- 231% increase in independent RIAs crossing $500M and $1B AUM thresholds in Q1 2026 vs Q1 2025, with 438 firms now managing $345.4B in combined assets
- +3 more outcomes
Companies that use FINTRX
Customer profileNamed customers12 records
Segments4 records
Ideal customer profiles4 records
FINTRX technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability6 records
Feature13 records
FINTRX partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- IntappcoreFINTRX won the Data Intelligence award at Intapp's Partner Forum 2026, selected from self-submitted applications and partnership performance metrics. The award recognized FINTRX's excellence in integrating with and expanding Intapp's governed AI platform for professional firms in regulated industries, delivering measurable client success and innovation. Intapp serves as a force multiplier for winning client deals, expanding platform adoption, and accelerating time to value for mutual clients.
- Ultimus Fund SolutionscoreFINTRX and Ultimus Fund Solutions announced a partnership in December 2025 to enhance asset management clients' fund distribution strategies through private wealth intelligence and AI tools. The collaboration enables Ultimus clients to access detailed data on private wealth entities and optimize outreach and decision-making. The partnership highlights a focus on innovation and efficiency in asset management services, allowing Ultimus to offer FINTRX's intelligence as part of its fund solutions ecosystem.
- SalesforcecoreNative CRM integration enabling FINTRX customers to seamlessly sync firm, contact, and investment data directly into their Salesforce workflows. Users can send FINTRX records directly to their CRM, generate new leads, keep existing records up to date, and enrich existing data.
- HubSpotcoreNative CRM integration enabling FINTRX customers to sync data with HubSpot for sales and marketing workflow automation, lead management, and customer relationship tracking.
- Microsoft DynamicscoreNative integration with Microsoft Dynamics CRM allowing enterprise customers to access FINTRX data within their Microsoft-based business workflows.
- DealCloudcoreNative CRM integration with DealCloud enabling M&A and deal-focused workflows within the financial services industry to incorporate FINTRX's private wealth intelligence.
- SnowflakecoreSnowflake data feed integration enabling enterprise customers to access and query FINTRX's private wealth dataset within their Snowflake data environments, supporting advanced analytics and custom data applications.
- Amazon Web Services (AWS)coreFINTRX's data is stored on secure servers managed and secured by Amazon Web Services (AWS). AWS is described as a leading provider of cloud servers with state-of-the-art security practices. AWS is the infrastructure provider for FINTRX's data storage.
Scale indicators19 records
Recent moves6 records
Expansion highlights6 records
FINTRX competitors and assessment
Company assessmentDirect peers
- Discovery Data: Long-established provider of registered representative, broker-dealer, and RIA data. Discovery Data is the most direct incumbent competitor to FINTRX in wealth management data, sharing similar customer profiles (asset managers, recruiters, advisors) and overlapping coverage of registered reps and broker-dealers.
- AdvizorPro: RIA intelligence platform providing advisor databases, contact data, and prospecting tools specifically for the RIA channel. AdvizorPro directly competes with FINTRX's RIA database offering and is cited by FINTRX itself as a primary competitor on its comparison pages.
- Altrata: Global wealth intelligence firm (formed via merger of Wealth-X, Relationship Science, and other data providers) offering UHNW and HNW individual and family office intelligence. Altrata directly overlaps with FINTRX's family office coverage and is a primary competitor for capital-raisers targeting private wealth.
- Privé Technologies: Digital wealth and private banking platform serving HNW/UHNW clients, family offices, and private banks with client intelligence and engagement tools. Privé overlaps with FINTRX at the high-net-worth and private wealth intersection, particularly for relationship managers and family offices.
Broad incumbents
- PitchBook (Morningstar): Private market data platform owned by Morningstar, originally focused on PE/VC deals but expanding into fund performance and allocator intelligence. PitchBook overlaps with FINTRX on family office and allocator coverage but at much broader scope and with Morningstar's distribution scale.
- Preqin: Alternative assets data provider covering PE, VC, hedge funds, private credit, and infrastructure — including LP/allocator intelligence. Preqin competes with FINTRX for alternative fund managers seeking allocator and family office coverage, though at a broader alternative-asset scope.
- Crunchbase: Public and private company intelligence platform with extensive investor, funding round, and company data. Crunchbase competes for portions of FINTRX's alternative fund manager use case, particularly startup fundraising and family office capital pipeline building.
Emerging players
- Dakota Platform: RIA M&A marketplace and advisor intelligence platform serving the wealth management M&A ecosystem. Dakota is a focused emerging player in advisor M&A — directly competing with FINTRX's Advisor M&A SmartView module and acquisition-scoring capabilities.
- Canoe Intelligence: Data automation platform for alternatives, family offices, and institutional investors, specializing in document data extraction and alternative investment operations. Canoe overlaps with FINTRX on the family office and allocator side, with complementary rather than directly competing data focus.
Regional players
- iConnections: Investor relations and capital introduction platform primarily serving alternative investment managers and allocators. iConnections is a thematically adjacent platform that competes for allocator fundraising workflows, with overlap in the family office distribution use case.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
FINTRX social profiles
Digital presenceFINTRX compliance and trust
Trust signalCompliance1 record
FINTRX financial estimates
Financial estimateRevenue estimate
Valuation estimate
FINTRX leadership team
Management profileNumber of profiles
Profiles7 records
FINTRX funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FINTRX M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FINTRX
What does FINTRX do?
FINTRX sells an AI-powered B2B SaaS platform that delivers comprehensive private wealth intelligence on RIAs, broker-dealers, family offices, endowments, foundations, and wealth teams, along with proprietary AI tools for prospect identification, acquisition targeting, relationship mapping, and meeting preparation. Customers access the platform via web browser, native CRM integrations, Snowflake data feeds, APIs, browser extensions, and an MCP layer that connects the dataset to AI assistants such as Claude, Perplexity, and ChatGPT.
Is FINTRX a public or private company?
FINTRX is a private company. It is classified as venture growth investor backed and is currently operating.
When was FINTRX founded?
FINTRX was founded in 2014. It employs 101 to 250 people.
Where is FINTRX based?
FINTRX is headquartered in Boston, United States, in the North America region.
How does FINTRX make money?
One revenue line is on record: saaS Platform Subscription.
Who are FINTRX's main competitors?
Direct peers on record are Discovery Data, AdvizorPro, Altrata and Privé Technologies. Broad incumbents are PitchBook (Morningstar), Preqin and Crunchbase. Emerging players are Dakota Platform and Canoe Intelligence. iConnections is listed as a regional player.
Does FINTRX have an API?
Yes. FINTRX offers Data Feeds & APIs that allow users to integrate FINTRX data into their internal systems, databases, or proprietary platforms. The API and data feeds enable embedding M&A insights, firm profiles, contact data, and analytics directly into client workflows. Additional MCP (Model Context Protocol) integration is available for connecting with Claude, Perplexity, and ChatGPT AI assistants. Developer documentation is at www.fintrx.com/api-feed.
What industry is FINTRX in?
FINTRX's product category is Wealth Management Data & Intelligence Platform. Its primary akta.pro industry code is FSAGAJAM, SME Credit Risk, Underwriting & Financial Data (B2B Fintech Data/Decisioning), with a secondary code of FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 519 and its SIC code is 6199.