
FINTRX is transforming how private wealth data is accessed and leveraged. By merging best-in-class data on 4,000+ family offices and the broader RIA ecosystem with powerful AI analytics, we help asset managers, fund managers, and business development teams identify, engage, and close business with efficiency and precision. From relationship mapping that uncovers mutual connections to timely alerts surfacing new opportunities, FINTRX is the go-to intelligence engine for anyone interacting with the private wealth space. https://www.fintrx.com/

FINTRX is transforming how private wealth data is accessed and leveraged. By merging best-in-class data on 4,000+ family offices and the broader RIA ecosystem with powerful AI analytics, we help asset managers, fund managers, and business development teams identify, engage, and close business with efficiency and precision. From relationship mapping that uncovers mutual connections to timely alerts surfacing new opportunities, FINTRX is the go-to intelligence engine for anyone interacting with the private wealth space. https://www.fintrx.com/
Founded: 2014
Headquarters: Boston, MA
Product: AI-powered private wealth intelligence platform for family offices, RIAs, broker-dealers
Customers: 1,000+ active customers across 20+ countries
Total funding: $9M Series A (announced Nov 29, 2021)
Private wealth intelligence, capital raising and distribution for asset managers and financial professionals.
2014
Financial data / Fintech
$9,000,000
Company announcement states a $9M Series A led by Jason Krantz.
“Joe Mirisola (listed as participating investor in public profiles)”