We sell a family office database, so read this comparison knowing that. Full disclosure, since a guide like this should say who wrote it: we are Active Family Offices, and FINTRX is one of the best-known names in our market. Everything below about FINTRX comes from FINTRX's own published pages as of July 2026, with sources at the end. Offerings change, so confirm details on their site before deciding.
What FINTRX does brilliantly
FINTRX has built one of the broadest private-wealth data platforms in the market. Its own pages describe coverage of 4,600+ single and multi family offices with 29,000+ family office contacts, alongside a much larger universe of registered investment advisors, broker-dealers, and endowments. The platform is updated daily through a combination of AI automation and a research team its pages describe as 70+ people. It plugs into Salesforce, HubSpot, DealCloud, and Microsoft Dynamics, offers an API with 200+ data fields, and layers on workflow tools like relationship-path mapping and alerts. If your team lives inside a CRM and raises capital all year round, FINTRX built the product for you, and their client page lists firms like Lazard, EQT, and KKR.
The FINTRX model, in their own words
FINTRX is sold as a platform. Access starts with a trial or demo request handled by their sales team. Pricing is published nowhere on fintrx.com that we could find as of July 2026, and contract terms (length, seats, renewal) are also unpublished; both are set in conversation with sales. That model makes sense for what FINTRX is: an always-on intelligence platform whose value comes from continuous updates and integrations, sold to teams that will use it daily.
Choose FINTRX if you are an asset manager, fund, or institutional team with continuous outreach across the whole private-wealth ecosystem, a CRM at the center of your workflow, and the budget for enterprise data software. It is a strong product for that job.
The other job: a defined outreach effort you want to own
Many buyers have a different job. A founder raising one round, a fund manager building one LP pipeline, a real estate syndicator running one campaign. For that job, a platform subscription is more machine than the task needs. What serves it well is a complete, accurate file you buy once and own.
That is the product we make. Active Family Offices sells one-time Excel databases covering more than 2,700 active family offices (the live count is on each product page), and every line was reviewed by a human on our team. The Full USA Database is $1,800 as of July 2026 and includes named decision makers, on average 2 per office; most listings include at least one decision maker's personal work email and LinkedIn profile, where privacy law allows (coverage details are on each product page). Regional lists start at $100. The file is yours forever, and it opens in the Excel you already use. Accuracy is guaranteed at 95% or higher on the full databases, with the terms published on each product page. You can download a free sample and judge the data quality yourself before spending anything.
Side by side
| FINTRX | Active Family Offices | |
|---|---|---|
| Model | Platform subscription, sales-led | One-time purchase, Excel file included |
| Published pricing | None found on their site as of July 2026 | $100 to $3,000, on every product page |
| Family office coverage (as each provider states it) | 4,600+ offices, 29,000+ contacts | 2,700+ offices, human-reviewed |
| Decision-maker contacts | Yes, per their pages | Named decision makers; personal email and LinkedIn for most USA-region offices (stats on each product page) |
| Updates | Daily, per their pages | You own a reviewed snapshot; updated editions sold separately |
| Best for | Continuous, CRM-centered fundraising | A defined outreach effort you want to start today |
The bottom line for a capital raiser choosing now
If you raise continuously and need live intelligence inside your CRM, request the FINTRX trial; that is the job their platform serves. If you need family office contacts, human-reviewed line by line, for a defined raise, and you want to own the file rather than rent access to it, the Full USA Database gives you every human-reviewed row for a single payment of $1,800, and the free sample lets you verify our quality in five minutes. Our verification approach and guarantee terms are described on our FAQ page.
Sources
Facts about FINTRX are from fintrx.com as of July 2026: homepage, family office data page, FAQ, data process page, API and data feeds, demo request page. Facts about Active Family Offices are from activefamilyoffices.com as of July 2026. Offerings and prices change; see each provider's site for current details. If you represent FINTRX and something here is out of date, contact us and we will correct it promptly.
All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. Active Family Offices is not affiliated with, sponsored by, or endorsed by any company mentioned.