FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth teams, family offices, endowments, and foundations. Powered by industry-leading AI, FINTRX helps firms distribute funds, raise capital, recruit advisors, identify M&A targets, and drive strategic growth. FINTRX now provides access to data and intelligence covering 850,000+ financial firm and contract records, including more than 4,500 family offices and 45,000 RIA and broker-dealer firms.
InvestorFlow is the top AI-powered platform for capital formation, deployment and investor engagement in the private markets. Our application suite helps private equity, real estate, credit, and venture firms raise larger funds faster, source more deals, and scale personalized investor experiences. InvestorFlow connects every front-office workflow — from deal origination to fundraising to investor services — into one intelligent system, unlocking the full value of a firm’s proprietary data to drive competitive advantage. Top firms rely on InvestorFlow as a strategic technology innovator and partner.