FINTRX

FINTRX

Data platform for private wealth intelligence

Overview

FINTRX provides a subscription-based data and intelligence platform for the global private wealth ecosystem. It combines a comprehensive database, AI-powered search, an AI Analyst, and a research team to surface insights about family offices, RIAs, and broker-dealers. Users access information on thousands of firms and contacts, use relationship mapping to find introduction paths, and receive real-time news alerts to identify opportunities and distribute financial products. Revenue comes from subscriptions that integrate with CRMs like Salesforce and direct API feeds, serving asset managers and wealth professionals looking to raise capital and grow distributions.

About FINTRX

Simplify's Rating
Why FINTRX is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Financial Services

Company Size

51-200

Company Stage

Series A

Total Funding

$9M

Headquarters

Boston, Massachusetts

Founded

2014

Get referred to FINTRX

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • FINTRX added 119 family offices and 1,904 contacts in Q1 2026.
  • The February 2026 promotions of Chris Kiley and Dennis Caulfield signal scaling execution.
  • May 2026 launched a quarterly Family Office Report, strengthening thought leadership and inbound demand.

What critics are saying

  • AllocatorBase, Alturabase, and AdvizorPro undercut FINTRX with cheaper, CRM-native workflows in 2026.
  • Public differentiation relies on proprietary coverage, yet contact data and signals commoditize fast.
  • If Preqin or PitchBook bundles deeper private-wealth data, FINTRX loses pricing power by 2027.

What makes FINTRX unique

  • FINTRX tracks 4,503 family offices and 760,000 financial professionals as of March 31, 2026.
  • Its 2023 Private Wealth Group Dataset exposes opaque wirehouse and aggregator teams.
  • The platform combines AI search, relationship mapping, news alerts, and dedicated research coverage.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$9M

Below

Industry Average

Funded Over

1 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Below Average

Industry standards

$15M
$8.2M
Discord
$9M
FINTRX
$15M
Canva
$30M
Kalshi

Benefits

Unlimited Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Remote Work Options

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

-5%

2 year growth

-1%
PR Newswire
Feb 17th, 2026
FINTRX names CRO and chief product officer as private wealth platform scales

FINTRX, a private wealth intelligence platform for asset managers, has expanded its leadership team with two promotions and a key sales hire. Chris Kiley, who joined in 2017 as the firm's first salesperson, has been named chief revenue officer, whilst Dennis Caulfield has been appointed chief product and data officer. The Boston-based company has also hired Patrick Bendon as director of sales. Bendon brings over a decade of experience from PitchBook Data, where he most recently served as senior director of business development. Founded in 2014, FINTRX provides AI-powered data and intelligence on over 4,000 family offices, 40,000 RIA and broker-dealer firms, and more than 760,000 financial professionals. The company has experienced rapid client and revenue growth in recent years.

PYMNTS
Aug 19th, 2024
Lvmh Founder Bernard Arnault’S Family Firm Invests In Ai Companies

Bernard Arnault, founder and CEO of luxury goods company LVMH and the fourth-richest person in the world, has reportedly made several investments in artificial intelligence (AI) companies. Arnault’s family office, Aglaé Ventures, has made five AI-related investments in 2024, CNBC reported Monday (Aug. 19), citing data provided to it exclusively by private wealth intelligence platform Fintrx. These investments include H, a French startup formerly known as Holistic AI; Lamini, a California-based startup focused on enterprise AI applications; Proxima, a New York-based AI-powered digital marketing company; Borderless AI, a Toronto-based human resource management platform; and Photoroom, a France-based AI image editor, according to the report

PR Newswire
Oct 23rd, 2023
Fintrx Expands Offering, Launching Private Wealth Team Data Within Independent Aggregators Wirehouses

"This addition aligns perfectly with our mission to bring transparency to opaque corners of the private wealth ecosystem for financial professionals," said FINTRX CEO, Russ D'Argento. "We expect it to drive immense value transform how firms connect with and serve the ultra-high-net-worth segment.". .

FinSMEs
Nov 30th, 2021
Fintrx Raises $9M in Series A Funding

Fintrx, a Boston MA-based Family Office & Registered Investment Advisor commercial intelligence platform provider, raised $9M in Series A funding

Recently Posted Jobs

Sign up to get curated job recommendations

FINTRX is Hiring for 2 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify. Browse all jobs →