FINTRX Platform
A better way to map, access and sell into the family office & registered investment advisor landscape.
What is FINTRX Platform?
FINTRX is the preeminent resource for Family Office and Registered Investment Advisor data & research. Its advanced, user-friendly platform features millions of data points on the private wealth ecosystem with detailed insights into investment preferences, contact information, industry trends and more. FINTRX serves thousands of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers. FINTRX offers direct integration with various CRM software including Microsoft Dynamics, Salesforce, HubSpot and more as well as custom API data feeds and Snowflake data warehousing. The platform can also integrate directly within LinkedIn and offers extensive, AI-powered relationship mapping to empower users to book more meetings and close more deals with key prospects. In November of 2021, FINTRX closed its Series A round of funding, raising $9M.
Screenshots
Features
Risk Management
Client Management
Investments Tracking
FAQ
The official website of FINTRX Platform is https://www.fintrx.com/
FINTRX Platform belongs to the Financial Services, Investment Management category.
FINTRX Platform offers features such as Risk Management, Client Management, Investments Tracking.
No, FINTRX Platform does not offer a free trial.
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