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FINTRX Platform Logo

Family Office & Investment Advisor Data

Table of Contents

FINTRX Platform - 2026 Pricing, Features, Reviews & Alternatives

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FINTRX Platform overview

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.

In November of 2021, FINTRX closed its Series A round of funding, raising $9M.

Starting price

Free

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FINTRX Platform’s user interface

Ease of use rating:

FINTRX Platform reviews

Overall rating

5.0

/5

1

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

5

4

3

2

1

1

0

0

0

0

FINTRX Platform's features

Features rating:

API
Client management
CRM
Investments tracking
Risk management

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FINTRX Platform pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about FINTRX Platform price and value

Value for money rating:

FINTRX Platform support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

24/7 (Live rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support

Training options

Webinars
In Person
Live Online
Documentation

FINTRX Platform FAQs

Q. What type of pricing plans does FINTRX Platform offer?

FINTRX Platform has the following pricing plans:
Pricing model: Subscription
Free Trial: Available

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Q. Who are the typical users of FINTRX Platform?

FINTRX Platform has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does FINTRX Platform support?

FINTRX Platform supports the following languages:
English


Q. Does FINTRX Platform offer an API?

No, FINTRX Platform does not have an API available.


Q. What level of support does FINTRX Platform offer?

FINTRX Platform offers the following support options:
24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

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