What does FINTRX do? FINTRX is a private wealth data and intelligence platform. Founded in 2014 and headquartered in Boston, it helps asset managers and fundraisers find and research family offices, RIAs, broker-dealers and registered reps, with contact details, alerts, AI search and CRM integrations. Its pages invite visitors to request a trial, and as of November 2026 we could not find published prices on its website.
Full disclosure: we sell a family office database, so we compete with FINTRX for some buyers. This page answers a common question about FINTRX plainly, using FINTRX's own pages read on 1 November 2026, plus two clearly labelled third-party price estimates. Sources are at the end.
FINTRX in brief, per its company page
FINTRX's company page states that it was founded in 2014 and is headquartered in Boston, Massachusetts. It describes itself as an AI-powered intelligence platform delivering comprehensive data and insights, and as a research organization with a platform. The page cites 1,500+ clients across every wealth vertical and 70+ research analysts.
What data FINTRX covers
Its family office data page lists these datasets:
- Family offices: 4,600+ worldwide, with 30,000+ verified contacts, 42,000+ tracked transactions and 31,000+ tracked companies.
- RIA and broker-dealer firms: 46,000+.
- Registered reps: 802,000+.
- Wealth teams: 28,000+.
- Banks and trusts: 1,900+, and endowments and foundations: 1,500+.
The page describes coverage as primarily US-based, with select international investment data. A family office profile, per the sample on that page, shows estimated AUM, year founded, location, allocation interests and wealth origin. Contact records show title, role, team, reporting lines, email status, direct dial and LinkedIn, each with a last-checked date.
Key FINTRX features
- FINTRX AI: natural-language search, for example asking for a list of prospects in plain English.
- Alerts on news mentions, new hires, investment activity and mapped relationships.
- Relationship mapping between professionals, firms and investment activity, to find warm introductions.
- CRM sync with Salesforce, HubSpot, Dynamics 365 and DealCloud, plus an API data feed and a Snowflake data share.
- MCP access from AI assistants including Claude, ChatGPT, Perplexity, Gemini and Copilot.
- For fund distribution teams: holdings search by fund or ticker, advisor movement tracking and meeting prep briefs, per its fund distribution page.
How FINTRX collects and verifies data
FINTRX's data process page states that regulatory filings, firm websites, news, press releases and direct updates enter one pipeline. Software tags people and firms, harmonizes fields and matches duplicates, then its 70+ person research team reviews critical records against primary sources. The page states that FINTRX data is updated daily.
What FINTRX does well
FINTRX brings family offices and the advisor channel into one platform. For an asset manager or wholesaler who prospects RIAs, broker-dealers and family offices all year, that combination, together with daily updates and CRM sync, is the point. Its research team and published data process show a clear commitment to keeping records current.
How much does FINTRX cost?
As of November 2026, we could not find published prices on fintrx.com, and fintrx.com/pricing returned a page-not-found when we checked. Its pages invite visitors to request a trial. Third-party estimates, treated as estimates only:
- Dakota (a competitor) writes in a 2025 database guide that FINTRX does not publish pricing and that estimated costs range between $5,000 and $20,000 per year, depending on various factors.
- Prospeo (a B2B contact data provider) writes that, based on publicly discussed ranges, buyers should expect $10,000 to $20,000 per year.
Actual pricing is quoted by FINTRX and varies. Our FINTRX pricing guide covers this in more detail, and Altss vs FINTRX and FINTRX vs Dakota compare it head to head.
FINTRX vs Active Family Offices: side by side
| FINTRX (per its pages) | Active Family Offices | |
|---|---|---|
| Coverage | Family offices plus RIAs, broker-dealers, reps and wealth teams | Family offices only |
| Pricing | Not published; third-party estimates $5,000 to $20,000 per year | Full USA $2,500; Full Worldwide $5,000, one time |
| Format | Platform with AI search, alerts and CRM sync | Excel file you keep |
| Updates | Daily, per its pages | One-time download of the current version |
| Best for | Year-round wealth-channel prospecting | A defined family office campaign |
Active Family Offices sells family office databases as one-time Excel files. Every listing is reviewed and verified by a team of humans and has a verified website or LinkedIn company page, with up to three top decision-makers per office and verified work emails for the USA and other allowed countries. For a fuller comparison, see our FINTRX alternative for family office lists.
Choose FINTRX if
Your team prospects RIAs, broker-dealers and family offices year-round, wants daily updates, AI search and CRM sync, and has the budget for an annual platform.
Choose Active Family Offices if
You need family office contacts for one raise or campaign, you want the file in your own tools, and you prefer paying once.
FAQ
What does FINTRX do?
FINTRX is a private wealth data and intelligence platform. Its pages describe data on 4,600+ family offices, 46,000+ RIA and broker-dealer firms and 802,000+ registered reps, with contacts, alerts, AI search, relationship mapping and CRM integrations. Asset managers and fundraisers use it to find and research prospects in the wealth channel.
Is FINTRX a legitimate company?
Yes. FINTRX's company page states that it was founded in 2014, is headquartered in Boston, Massachusetts, and serves 1,500+ clients with 70+ research analysts. Searches for the name can also surface similarly spelled businesses that are unrelated to FINTRX, so check that you are on fintrx.com.
How much does FINTRX cost?
As of November 2026, we could not find published FINTRX prices; its pages invite visitors to request a trial. Dakota, a competitor, estimates $5,000 to $20,000 per year, and Prospeo estimates $10,000 to $20,000 per year. These are third-party estimates; actual pricing is quoted by FINTRX and varies.
How often is FINTRX data updated?
FINTRX's data process page states that its data is updated daily, while source monitoring watches continuously for new filings. Its 70+ person research team reviews critical records against primary sources.
Does FINTRX cover family offices outside the USA?
FINTRX's family office data page describes its coverage as primarily US-based, with select international investment data, and cites 4,600+ family offices worldwide as of November 2026.
The bottom line for a capital raiser choosing now
FINTRX is a strong platform for year-round wealth-channel prospecting. For a defined family office outreach effort, we believe the strongest buy is a verified file you own: the Full USA Database or the Full Worldwide Database. Download the free sample first and hold us to the standard on our FAQ page.
Sources
FINTRX company page (fintrx.com/our-company), family office data page (fintrx.com/data/family-office-data), data process page (fintrx.com/data-process), fund distribution page (fintrx.com/fund-distribution) and fintrx.com/pricing (page not found), read 1 November 2026. Third-party estimates: Dakota, "The Top Financial Advisor Databases for 2025" (dakota.com), a competitor; Prospeo, "FINTRX Pricing, Reviews, Pros and Cons (2026)" (prospeo.io); both read 1 November 2026.
This article reflects publicly available information as of November 2026 and our own understanding of the market. It is not a review of data we have not tested. Offerings change; see each provider's site for current details. If you represent a company mentioned here and something 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.