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FINTRX Platform
What Is FINTRX Platform?
FINTRX is the preeminent resource for Family Office and Registered Investment Advisor data & research. Its advanced, user-friendly platform features millions of data points on the private wealth ecosystem with detailed insights into investment preferences, contact information, industry trends and more. FINTRX serves thousands of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.
FINTRX offers direct integration with various CRM software including Microsoft Dynamics, Salesforce, HubSpot and more as well as custom API data feeds and Snowflake data warehousing. The platform can also integrate directly within LinkedIn and offers extensive, AI-powered relationship mapping to empower users to book more meetings and close more deals with key prospects.
In November of 2021, FINTRX closed its Series A round of funding, raising $9M.
Who Uses FINTRX Platform?
Investment banks, hedge funds, private equity funds, venture capital funds, investment advisors, consultants, independent asset raising firms, financial advisors, family offices, RIAs
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Reviews of FINTRX Platform
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Great Group
Comments: OVERVIEW: Very strong product. Have been using Capital Hedge and now the fintrx product for 3 years. We started with just their family office database, and now have migrated all of our CRM efforts from salesforce as well. PRO's: most detailed family office directory we have seen, data updated daily, powerful technology, cloud based, built for alternatives, all of our efforts are now in one place (data, CRM, email, etc), great support CONS: can more expensive than other family office data providers, US based so non domestic firms may struggle with time difference, access limited to 10 seats per company Worth a good look if seeking family office investor data, CRM, or both.
