FINTRX Platform 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

FINTRX Platform

5.0

(1)

Pricing

Pricing available upon request

About FINTRX Platform

FINTRX Platform is an investment data and analytics platform. It provides hedge funds, private equity, real estate firms, institutional investors, investment banks, consultants, service providers asset managers, venture capitalists, wealth managers, and financial advisors with insights into institutional investment trends and key decision-makers.

FINTRX Platform offers users access to 13F security holdings, news alerts, investment activity monitoring, detailed contact information, representative AUM coverage and rankings and more. Users can track which securities institutions are buying and selling each quarter, set up custom alerts for news on target accounts or prospects, see how asset managers are allocating client funds across asset classes, find direct contact details for key decision makers, and view individual representative AUM and production data.

FINTRX Platform is a cloud-based solution with an intuitive interface, real-time data, and customer support. The platform integrates data from multiple public and private sources into a centralized hub for investment professionals to gain an information advantage and strengthen business development efforts.

FINTRX Platform Screenshots

FINTRX Platform Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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FINTRX Platform Features

Popular features found in Financial Services
Billing & Invoicing
Financial Management
For Financial Institutions
Reporting/Analytics
Risk Management
Transaction Monitoring
More features of FINTRX Platform
API
Client Management
CRM
Investments Tracking

FINTRX Platform User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Customer support

4.0

Have you used FINTRX Platform and would like to share your experience with others?

Steve W.

Used unspecified for unspecified

Review source

Reviewed December 2014

Great Group

OVERVIEW: Very strong product. Have been using Capital Hedge and now the fintrx product for 3 years. We started with just their family office database, and now have migrated all of our CRM efforts from salesforce as well. PRO's: most detailed family office directory we have seen, data updated daily, powerful technology, cloud based, built for alternatives, all of our efforts are now in one place (data, CRM, email, etc), great support CONS: can more expensive than other family office data providers, US based so non domestic firms may struggle with time difference, access limited to 10 seats per company Worth a good look if seeking family office investor data, CRM, or both.

Ratings Breakdown

Ease of use

Customer support

Showing 1 - 1 of 1 Reviews