FINTRX Market Research Report
Company Overview
Name, Mission of the Company
FINTRX
Mission: To deliver the most efficient path to access the global private wealth ecosystem. Our platform is engineered to empower our customers to map, access, and navigate the complex world of Family Offices and Registered Investment Advisors (RIAs).
When Was the Company Founded, and by Whom
Founded: No information is available
Founder: Russ D’Argento
Key People in the Company
- Russ D’Argento: Founder and CEO
- Jason Krantz: Lead Investor (Founder & CEO of Definitive Healthcare (Nasdaq: DH))
- Joe Mirisola: Chief Revenue Officer at Definitive Healthcare
Where Is the Company Headquartered
Headquarters: Boston, MA, United States
Number of Employees
Number of Employees: No information is available
Revenue of the Company
Revenue: No information is available
What Is the Company Known for
Known for:
FINTRX is known for providing a software-as-a-service (SaaS) commercial intelligence platform that specializes in private wealth data and research, containing millions of data points on the global Family Office and Registered Investment Advisor ecosystem.
Products
What Products Do They Offer
Products:
1. Family Office Data
2. Registered Investment Advisor Data
3. Private Wealth Team Data
4. Data Modules & Analytics
5. Relationship Path
High-Level Description of the Product
- Family Office Data: Comprehensive intelligence on global single and multi-family office entities and contacts.
- Registered Investment Advisor Data: End-to-end investment advisor and broker dealer data.
- Private Wealth Team Data: Detailed insights and analytics on wealth teams within wirehouses and independent aggregators.
- Data Modules & Analytics: Expansive coverage and analytics of private funds and investment activities.
- Relationship Path: AI-driven networking opportunities and insights based on existing relationship data.
Key Features of Each of the Products
- Daily Updates: Ensuring the most current data is available.
- Industry Wealth Origin: Insight into the source of wealth behind each entity.
- Investment History: Detailed records of past investments.
- Contact Information: Comprehensive details on key decision-makers.
- Track Investment Activity: Monitoring of asset allocations and investment trends.
- 13-F Stock & ETF Holdings: Analysis of advisor portfolios, including stocks and ETFs.
Recent Developments
What Are the Recent Developments in the Company
- Funding Round: Raised $9M in Series A funding on November 30, 2021.
- Lead Investors: Jason Krantz and Joe Mirisola
What Are the New Products Launched
- Detailed ETF Metrics: Introduced in August 2024 to enhance advisor insights with best-in-class data on ETFs and equity portfolios.
What Are the New Features Added to Existing Products
- Visual Map Search: Visually query down to the street level for better planning of travel and meetings.
- Advisor Growth Signals: Build custom growth metrics to uncover rapidly growing advisors.
- Rep Relatability Scores: Personalized outreach to build stronger relationships.
Any New Partnerships or Strategic Alliances
New Partnerships:
- Charles Schwab: Collaboration for bottom-up analysis in the global family office ecosystem and Family Office Industry Briefing Series.
This highly detailed and professional market research report aims to provide a comprehensive overview of FINTRX based on the available data, without any additional commentary. Any missing data fields are noted as "No information is available" to maintain transparency and focus.