FINTRX

About FINTRX

FINTRX provides a data and intelligence platform focused on the global private wealth ecosystem. The company was founded in 2014 by Russ D'Argento, who now serves as the CEO. Prior to FINTRX, D'Argento was a Senior Consultant for Windham Capital Group, a consulting firm in the hedge fund sector, where he focused on family office marketing.

The subscription-based platform offers a comprehensive database and research tool for professionals looking to engage with family offices, registered investment advisors (RIAs), and broker-dealers. It combines data, artificial intelligence, and a dedicated research team to deliver insights into the wealth management and investment space. The platform provides detailed information on over 4,200 family offices, 40,000 RIA & broker-dealer firms, and hundreds of thousands of key contacts. Key features include AI-powered search using natural language, an AI Analyst for instant insights, relationship mapping tools to find introduction pathways, and real-time news alerts. This allows users to identify investment opportunities, raise capital, and distribute financial products.

FINTRX serves a range of clients including asset managers, financial institutions, and wealth professionals. Revenue is generated through subscriptions to its platform, which can be integrated into client workflows through CRMs like Salesforce and direct API feeds. In November 2021, the company closed a $9 million Series A funding round.