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FINTRX

FINTRX

Data platform for private wealth intelligence

Business Development Representative

Full-TimeUpdated on 9/21/2026
No salary listed
Entry
Bachelor's
Remote in USA
Remote

Must work Eastern Time (ET) business hours.

About the job

Requirements
  • Work with a strong sense of urgency and make 50-75 calls per day.
  • Be passionate about learning and achieving in a fast-paced team environment.
  • Be self-motivated, dedicated, and driven to succeed.
  • Have an interest in financial markets or services, particularly alternative and private capital markets.
  • Have a strong desire to begin a sales career in a business development representative role.
  • Hold a Bachelor of Arts or Bachelor of Science degree, recently in economics, finance, or a related major.
  • Be able to work Eastern Time business hours.
Responsibilities
  • Partner with Sales and Marketing to identify new opportunities in the marketplace.
  • Work closely with account executives to understand prospect needs and continue developing knowledge.
  • Connect with prospects through written and verbal communication.
  • Generate and schedule conversations and meetings with key influencers and decision makers in prospective accounts through outbound efforts.
  • Conduct high-volume prospecting of 75-100 activities per day to qualify leads through calls, emails, and social media.
  • Handle objections and overcome obstacles during prospecting.
  • Develop and consistently meet or exceed assigned quotas and key performance metrics on daily, monthly, quarterly, and annual bases.
  • Log all sales activity completely and accurately in the customer relationship management system.
Desired Qualifications
  • Previous internship experience or one year of professional work experience, ideally in sales or finance.
  • Prior business development representative or sales development representative experience.

About the company

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.

Company Size

51-200

Company Stage

Series A

Total Funding

$9M

Headquarters

Hingham, Massachusetts

Founded

2014

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Simplify's Take

What believers are saying

  • August 2026 reports added 96 family offices, confirming active database growth.
  • September 2026 Fin launch expands distribution across Slack, Teams, Outlook, and Calendar.
  • More single-family-office and direct-investment activity increases demand for FINTRX prospecting data.

What critics are saying

  • PitchBook, Preqin, and ISS Discovery Data can bundle away FINTRX budgets in 2026.
  • Contact freshness and coverage errors destroy trust fast; one bad mandate file kills renewals.
  • If broader CRM vendors copy Fin, FINTRX loses pricing power and becomes an add-on.

What makes FINTRX unique

  • FINTRX’s September 2026 Fin agent embeds private-wealth intelligence into daily workflows.
  • Its 850,000-contact dataset spans 4,600 family offices and 45,000 RIA/broker-dealer firms.
  • Relationship mapping and dedicated research turn opaque allocator hunting into actionable introduction paths.

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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

-3%

1 year growth

-5%

2 year growth

-3%
PR Newswire
Sep 10th, 2026
FINTRX launches AI agent Fin to proactively monitor 850,000 private wealth contacts across email and team channels

FINTRX, a provider of private wealth intelligence for asset managers, has launched an AI agent called Fin. The tool integrates FINTRX data into email, Slack, Microsoft Teams, Outlook, and Google Calendar. Unlike reactive AI tools, Fin continuously monitors the private wealth industry and proactively pushes alerts, prospect lists, and meeting preparation suggestions to users. The system covers more than 850,000 financial firms and contacts, including 45,000 registered investment advisor and broker-dealer firms, 790,000 registered reps, over 4,600 family offices, and 1,900 banks and trust institutions. All FINTRX clients receive standard access to Fin at no additional cost. Premium access, which enables two-way conversations with Fin across multiple platforms, is free for the first 45 days.

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