FINTRX
FINTRX provides data intelligence on family offices and registered investment advisors (RIAs), offering AI-powered search capabilities, detailed contact information, and integration with various platforms for seamless data access.
Services
FINTRX provides a comprehensive suite of services designed for financial sectors such as hedge funds, private equity, venture capital, investment banks, real estate funds, and equity asset managers. The platform supports fundraising, CRM data enrichment, market intelligence, and go-to-market campaigns. Users benefit from custom news alerts and notifications, advanced search filters with over 375 options, and smart lists to keep data accurate and up-to-date. Additionally, FINTRX offers custom data feeds and APIs for seamless system integration.
AI-Powered Data Intelligence
FINTRX integrates artificial intelligence to offer unique features for data intelligence. These include AI-powered search capabilities for conversational AI search and a relationship path feature for AI-powered relationship intelligence. The platform uses AI for contact relatability scoring, helping to identify warm prospects. This advanced AI technology enhances the overall user experience and optimizes data-driven decision-making processes.
Platform Accessibility
FINTRX offers a cloud-based platform that users can access from any device, ensuring maximum flexibility and convenience. The platform integrates seamlessly with LinkedIn and Google Chrome through dedicated extensions, providing data access within these tools. Furthermore, mobile applications for iPhone and iPad allow users to access FINTRX data on the go, enabling continuous connectivity and productivity.
Data Coverage and Integrations
FINTRX boasts an extensive database covering over 40,000 family office records and 1.5 million RIA and broker-dealer records. The database, which tracks over $115 trillion in investable assets, is continually updated with over 100,000 new data points monthly. For enhanced data integration, FINTRX offers custom data feeds and APIs, facilitating easy incorporation of FINTRX data into other systems and workflows.
Industry Partnerships and Content
FINTRX partners with Charles Schwab to provide industry reports, enhancing the platform's authority and reliability in financial intelligence. Additionally, FINTRX offers a private wealth newsletter that delivers weekly updates on family offices and RIAs, keeping users informed about the latest trends and developments in the financial sector.