Boston, United States
FINTRX is redefining the realm of private wealth intelligence, using AI to bridge connections with investment advisors, family offices, and broker-dealers. Founded in 2014 and headquartered in the United States, FINTRX operates at the intersection of Big Data, Data Analytics, Financial Services, and Fintech.
With a robust dataset encompassing over 4,000 family offices and the broader RIA ecosystem, FINTRX empowers asset managers and fund managers through AI-driven analytics. Their platform offers features from relationship mapping, which reveals mutual connections, to timely alerts that present new opportunities—ensuring user engagement with high precision.
The company’s most recent financial milestone was a $9.00M Series A investment on 29 November 2021, spearheaded by investor Joe Mirisola. With its slogan, "AI-driven private wealth intelligence," FINTRX positions itself as an indispensable intelligence tool for professionals navigating the private wealth space.
