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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

FINTRX

Profile

FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth teams, family offices, endowments, and foundations. Powered by industry-leading AI, FINTRX helps firms distribute funds, raise capital, recruit advisors, identify M&A targets, and drive strategic growth. FINTRX now provides access to data and intelligence covering 850,000+ financial firm and contract records, including more than 4,500 family offices and 45,000 RIA and broker-dealer firms.