Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Data & researchAI prospectingInvestment research and analyticsMarket dataRecruiting and transition platforms
FINTRX
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
Boston, MA, USFounded 2014fintrx.comNot yet confirmed by the company
What it does
FINTRX is a data and research platform that profiles the private wealth market: registered investment advisers, broker-dealers and their reps, wealth teams inside wirehouses and aggregators, family offices, bank and trust departments, and endowments and foundations. Its buyers are mainly asset managers and ETF issuers placing products with advisors, alternative fund managers raising capital, recruiters and RIA aggregators, and wealth-tech and service firms looking for clients.
Users screen firms and contacts by geography, AUM, custodian, holdings and other attributes, track advisor moves, direct investments and 13F holdings, and build prospect lists. Records can be pushed selectively into Salesforce, HubSpot, Microsoft Dynamics or DealCloud, delivered through an API and data feeds, or queried through an AI assistant and an MCP connection for tools such as Claude, ChatGPT and Copilot. A Chrome extension pulls profiles while reading news or web pages.
The company was founded in 2014 in Boston, where it is still based, and began as a family-office research operation before releasing its software platform in 2018. It publishes no prices; access starts with a trial request.
Best for
- Serves
- Asset managers, RIAs
Features
- RIA, broker-dealer and rep profiles
- Family office profiles and direct investments
- Wealth team and bank and trust data
- 13F stock and ETF holdings
- Advisor movement tracking
- Selective CRM sync
- API and data feeds
- AI assistant and MCP connector
- Chrome extension
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- ChatGPT
- Claude
- DealCloud
- Gemini
- HubSpot
- Microsoft Copilot
- Microsoft Dynamics
- Perplexity
- Salesforce
Coverage from The Daily Network
Full coverage recordDeVoe: RIA deal volume down 17% as broker-dealers enter M&A
Family offices completed 342 company deals worth $68.3 billion in Q3 2026, FINTRX says
Family offices took part in 342 Q3 2026 deals with $68.3 billion disclosed capital
Family-office Q3 deal capital totals $68.3 billion, with wealth-management consolidation among dominant themes
Family offices completed 342 company deals worth $68.3 billion in disclosed round capital in Q3, FINTRX report says
Q3 RIA deal counts fall at DeVoe, Piper Sandler and Fintrx
DeVoe counts 77 third-quarter RIA deals, down 17%; a record year needs 79 in Q4
Family offices logged 112 August deals, 34 involving AI
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