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FINTRX

Name: FINTRX
Address: 18 Shipyard Drive Suite 2C, Hingham, MA, 02043, US
Telephone: (617) 517-0789

Private wealth data and intelligence for financial professionals18 Shipyard Drive Suite 2C, Hingham, MA

Since 2024
Free trial available
Login for existing clients

Call (617) 517-0789 Website Directions

About FINTRX

The story

FINTRX is a subscription data platform for private wealth professionals, mapping family offices, registered investment advisors, broker-dealers, wealth teams, banks and trusts, and endowments. Its datasets cover firm assets under management, verified contacts, direct investments, and portfolio holdings drawn from 13F filings. Asset managers, fundraisers, recruiters, and wealth firms use it to find prospects and track firm and advisor movement.

Access is through a trial request or login rather than walk-in visits, and the platform offers AI-powered natural-language search along with CRM integrations for Salesforce, HubSpot, and Dynamics 365. The company is based in Hingham, Massachusetts, at its Shipyard Drive office.

What they offer

Services & specialties

Family Office Data
RIA Intelligence
Broker-Dealer Data
Wealth Team Tracking
Bank and Trust Data
Endowment and Foundation Data
Direct Investment Tracking
Real-Time Alerts
CRM Integrations
API and Data Feeds

Gallery

A look inside

Before you go

Good to know

What does FINTRX offer?: FINTRX is a local business in Hingham, MA. Services include family office data, ria intelligence, broker-dealer data, wealth team tracking, bank and trust data, endowment and foundation data, direct investment tracking and real-time alerts. Since 2024, Free trial available and Login for existing clients.
Where is FINTRX?: 18 Shipyard Drive Suite 2C, Hingham, MA 02043.
How do I contact FINTRX?: Call (617) 517-0789 or visit fintrx.com.

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Local business

FINTRX

Private wealth data and intelligence for financial professionals18 Shipyard Drive Suite 2C, Hingham, MA

Since 2024
Free trial available
Login for existing clients

Call (617) 517-0789 Website Directions

About FINTRX

The story

What they offer

Services & specialties

Family Office Data
RIA Intelligence
Broker-Dealer Data
Wealth Team Tracking
Bank and Trust Data
Endowment and Foundation Data
Direct Investment Tracking
Real-Time Alerts
CRM Integrations
API and Data Feeds

Gallery

A look inside

Before you go

Good to know

What does FINTRX offer?: FINTRX is a local business in Hingham, MA. Services include family office data, ria intelligence, broker-dealer data, wealth team tracking, bank and trust data, endowment and foundation data, direct investment tracking and real-time alerts. Since 2024, Free trial available and Login for existing clients.
Where is FINTRX?: 18 Shipyard Drive Suite 2C, Hingham, MA 02043.
How do I contact FINTRX?: Call (617) 517-0789 or visit fintrx.com.

More local favorites

Real estate agent · Hingham, MA

Explore more in Hingham

Other local businesses Real estate Roofers Car dealers Restaurants Golf

For local business owners

Own a business in Hingham? Put it in the spotlight.

Listing your business here is free. Featured is $49 a month:

Top of your category
No competitors on your page
Leads sent straight to your inbox

Add or claim your business What Featured includes Run the community postcard for Hingham

Call Directions Website

FINTRX

The story

Services & specialties

A look inside

Good to know

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FINTRX

The story

Services & specialties

A look inside

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