FINTRX

08/19/2023

We are honored to be named to Inc. Magazine fastest growing 5,000 companies in the US, checking in as the fastest growing software company in Massachusetts!

FINTRX, a software and data platform for wealth professionals, ranks #17 fastest growing tech company in Massachusetts and top 75 in Greater Boston on Inc....

08/19/2023

We are incredibly excited to announce that we’ve been named as one of the fastest growing private companies in the US by Inc. Magazine, checking in as the fastes growing software company in Massachusetts!

FINTRX, a software and data platform for wealth professionals, ranks #17 fastest growing tech company in Massachusetts and top 75 in Greater Boston on Inc....

12/05/2021

The FINTRX team is excited to announce our $9M Series A funding round!

This funding will allow us to build faster, while expanding our go-to-market, research and client success teams.

Our product team will continue their focus on building additional data modules and software for our customers, while bolstering our current suite of family office & registered investment advisor data intelligence.

To everyone on this journey with us: our incredible team, our investors, advisors, and most importantly, our customers, thank you! The future is bright.

On behalf of the entire FINTRX team, I’m excited to announce our $9M Series A funding round! This funding will allow us to build faster, while expanding... 40 comments on LinkedIn

08/11/2020

Our Founder & CEO was recently featured in the , discussing the latest insights pulled from the Family Office Briefing Series, in partnership with

11/28/2019

🦃 Boston Office Thanksgiving 🦃

06/06/2019

We sat down with John Clifford of the Conrad Family Office to discuss a number of family office trends, real estate investing tactics and more. Full interview below!

We sat down with John Clifford from the Conrad Family Office to review a number of family office trends, real estate investing tactics and more.

06/04/2019

Our family office data & research coverage continued its rapid expansion in May - to the tune of 3,300+ new & updated data points. FINTRX now delivers deep dive research on 2,300+ global family offices and 9,800+ family office decision makers.

Read more about our data updates on our blog over at https://hubs.ly/H0j8WwQ0

05/30/2019

Volume 4 of our Family Office Interview Series is out and features Toby Thomson of Thomson Private Wealth. We cover a wide-range of topics including trends, challenges, Brexit and operations.

You can read our interview with Toby over at https://hubs.ly/H0j4W5v0

05/21/2019

FINTRX now outlines "Contact Responsibilities" for each contact within a family office. Users can immediately target the applicable contact of focus - increasing efficiency & cutting time spent!

05/16/2019

FINTRX is pleased to share that we have added the ability to search family offices based off of their interest in impact & ESG investing.

You can read more about the filter over at https://hubs.ly/H0hVYHc0

05/14/2019

Interesting Campden Wealth Americas article about family office diversification into alternative and co-investments. Did you know that 92 of co-investments deals met or exceeded expectations?

Read the full update at https://hubs.ly/H0hSQ3c0

Family offices registered their best investment performance in five years and the majority intend to maintain or further increase their deal flow. Yet as experts warn that the bubble may burst, are families prepared for what comes next?