FINTRX
Database of family offices, RIAs, broker-dealers and wealth teams.
fintrx.comFINTRX sells datasets and a search platform covering family offices, RIAs, broker-dealers, banks and trusts, endowments and 13F-based holdings. Its customers include asset managers, fund raisers, recruiters and service providers, and it lists CRM links to Salesforce, HubSpot, Dynamics and DealCloud.
Third-party profiles give a 2014 founding date and a Massachusetts base, though sources differ on the city.
What it does
- Family office and RIA profiles
- 13F holdings data
- Relationship mapping
- Alerts on filings and job changes
- API and data feeds
Works with
Integrations
- Salesforce
- HubSpot
- Dynamics
- DealCloud
As listed by FINTRX.
Coverage
- NewEdge launches Aligned Wealth family office business
Financial ADVSR, Oct 19
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