Comprehensive RIA, broker-dealer and family office data.
FINTRX is a private wealth intelligence platform with data on family offices, registered investment advisors, broker-dealers, wealth teams, banks and trusts, and endowments and foundations. It was founded in Boston in 2014 as a family office research operation, with analysts building profiles of what it calls the least transparent allocators in finance. Founder and CEO Russ D'Argento leads the company. Its data-process page describes a research team of more than 70 people; that is a research-team claim, not a verified total employee count.
FINTRX describes collecting signals from regulatory filings, firm websites, announcements, news and direct industry updates. AI extracts entities, normalises fields, resolves duplicates and flags conflicts; researchers check critical records against primary sources. This is the provider's description of its process, not an independent guarantee that every contact or mandate is accurate.
Its data covers relationships between people, firms, wealth teams, holdings and transactions. Family-office records include mandates, reported assets, direct deals and decision-makers; RIA records include firm assets, custodians and professional movement. Stock and ETF holdings draw on 13F filings, whose reporting scope and dates should be considered before using them as a complete current portfolio.
Users can search in natural language, filter organisations and professionals, and follow signals relevant to distribution, capital raising, recruiting and acquisition research. A contact record or stated investment mandate is a research lead, not consent to outreach, proof of current buying interest or a promise of investment.
The homepage lists native CRM sync for Salesforce, HubSpot, Microsoft Dynamics 365 and Intapp DealCloud, plus custom API/data feeds and Snowflake Data Share. FINTRX says daily updates flow into the platform and connected delivery channels. Confirm the purchased datasets, supported objects, field mapping, refresh timing, permissions and export rights for the actual integration.
The website invites prospective customers to request a trial. Evaluate a representative set of target firms, source freshness, identity matches, missing-field handling and the usefulness of alerts before agreeing a subscription. Trial availability is not evidence of a permanent free plan or access to every dataset.
A company announcement published in February 2026 identifies Chris Kiley as Chief Revenue Officer, Dennis Caulfield as Chief Product and Data Officer and Patrick Bendon as Director of Sales, alongside founder and CEO Russ D'Argento. These named roles help identify commercial and product responsibilities; actual customer support and escalation arrangements should be agreed during onboarding.
FINTRX is mostly used by fund managers, capital raisers, recruiters and service providers who want to reach family offices and wealth firms. Family offices themselves should expect that their public profile may appear in databases like this one. Teams comparing allocator intelligence tools may also review Altss and Navatar.
FINTRX is a prospecting and research database, not a family office operating system. A numerical subscription price was not established in the reviewed pages; request terms for the required users, datasets and integrations.
A private wealth intelligence platform with data on family offices, RIAs, broker-dealers and other wealth firms.
FINTRX was founded in 2014 in Boston, Massachusetts.
More than 4,600 verified single and multi-family offices.
Sources: platform and delivery channels; data sourcing and verification; February 2026 leadership announcement. Reviewed 1 November 2026.
Strengths. Deep, analyst-verified family office coverage; Broad private wealth datasets; CRM and AI integrations.
Watch-outs. Coverage counts and data-verification processes are company claims, not independent accuracy guarantees.; 13F holdings have reporting scope and timing limits.; Contact information is not outreach consent or proof of investment interest.; Pricing, contractual refresh guarantees and support commitments require confirmation..
Built for Fund Managers, Investment Teams, Multi Family Office (MFO), Advisors / Wealth Advisors (RIA).
Fund-distribution, capital-raising, recruiting and business-development teams researching private-wealth firms. A research and prospecting tool, not portfolio accounting, custody or a full family-office operating system.
Coordinate subscription and integration requirements with the FINTRX team. Published channels include native CRM sync, API/data feeds and Snowflake; confirm implementation assistance, escalation and service commitments.
Request a trial and test representative target firms, source freshness, identity matching, alerts and data gaps. Agree datasets, permissions, field mappings, export rights and refresh schedules.
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