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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.
Industries
Data & Analytics
Enterprise Software
Financial Services
Company Size
51-200
Company Stage
Series A
Total Funding
$9M
Headquarters
Boston, Massachusetts
Founded
2014
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Total Funding
$9M
Below
Industry Average
Funded Over
1 Rounds
Industry standards
Unlimited Paid Time Off
Health Insurance
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401(k) Company Match
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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.
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
"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.". .
Fintrx, a Boston MA-based Family Office & Registered Investment Advisor commercial intelligence platform provider, raised $9M in Series A funding
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Industries
Data & Analytics
Enterprise Software
Financial Services
Company Size
51-200
Company Stage
Series A
Total Funding
$9M
Headquarters
Boston, Massachusetts
Founded
2014
Find jobs on Simplify and start your career today