MESSAGEFROMOURCEO ABOUT

Our Company'spurposeistoacceleratetheproductionof investment professionals, byprovidingthemwith FINTRX

worldclassfamilyoffice&registeredinvestment advisor dataintelligence. Eachdatapoint wegather and
FINTRXistheleadingfamilyoffice&registered investment advisor data, research,
technologysolutionwebuildisengineeredtosolvethecomplexissuesfacingindustryprofessionalsintheir
and intelligenceplatformtothealternative&privatecapital markets community.
dailyworkflow.

Thevaluesweshareasacompanyareembodiedinwhat webuildat FINTRXfor our customers. Our teamis

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dedicated, forwardthinkinganddrivenbyour missiontoempower financial professionalsabetter wayto
FINTRXbetaisfinalized FINTRXsurpasses100 FINTRXreleasesits RIA&
accessfamilyoffices&registeredinvestment advisors. Welookforwardtoapotential relationshipwith
andbrought tomarket clientsandintroducesits Broker Dealer datamodules
your company.
RUSSD'ARGENTO withafocusonfamily cloudbasedtechnologyas andinfusesartificial
FOUNDER & CEO officedatacoverageand acorecomponent of the intelligencewithinthe
Thankyoufor theinterest andopportunity.
user experience. platform. application.
R uss D 'Ar gent o TRUSTED BY
Intelligent Private Wealth
Data $
FINTRXprovidescomprehensivedataintelligenceon750,000+
FINTRXusesAI &proprietaryalgorithmstoprioritize
familyoffice&investment advisor records, eachdesignedtohelp
your topprospectsandbest pathtoconnections
youidentify, accessandmaptheprivatewealthecosystem.

Explorein-depthdossiersoneachfamilyoffice&investment Pinpoint capital allocatorstouncover whichfamily

advisor. AccessAUM, sourceof wealth, investment criteria, offices&RIA'sinvest inexternal managers
previousinvestment history, sectors&industriesof interest,
advisor growthsignalsamongst other keydatapoints.
Findkeydecisionmakers, investment committee
Additionally, FINTRXprovidesinsight andexpansivecontact memberswithhundredsof detailedsearchfilters
informationonkeydecisionmakers, featuringjobtitles, direct
email addresses, phonenumbers, commonconnections, alma
maters, past employment history, brief bios&muchmore. Unlockyour networktofindhiddenopportunitiesto
expandyour networkandrapport building
Our Private Wealth Data Modules

FamilyOfficeData
Identifyideal familyofficesfor your needsbyleveragingour industryleadingdata&research. Gainaccesstoa360
degreeviewof thefamilyofficeecosystem?includingall families, their investment interests, recent allocationactivity
andkeydecisionmakerswithin.

Registered Investment Advisor Data

Our registeredinvestment advisor dataisengineeredtoefficientlyaccesstocomprehensiveandaccurateinvestment
advisor andregisteredrepdata. Usingautomation, artificial intelligenceandour expansiveresearchteam, weput real
timedatainyour handstoensuresuccessful outcomes.

Broker Dealer Data

Accesstobest-in-classbroker dealer dealer data, enrichedfull comprehensiveasset breakdownsandpersonalized
broker dealer repdata.
REGISTEREDINVESTMENTADVISORDATA
ABetter Wayto Access the
750 ,50 0 +
Investment Advisor &Registered UNIQUEREGISTEREDREPSCOVERED

Rep Ecosystem
"ByleveragingtheDataEnrichment technologywithinFINTRX, inamatter of 38,50 0 +
minuteswewereabletobringnearly200,000 of our RIAdatarecordscurrent, UNIQUERIAFIRMSCOVERED
increasetheir accuracyandaddedhundredsof thousandsof additional datapoints
that wedidnot haveprior torunningtheenrichment. Incrediblyvaluablesolution.
- Jud Mackrill, Mammouth VC

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UNIQUEBROKERDEALERRECORDSCOVERED
Accesstoinvestment advisorshasnever beeneasier andmoreefficient. Our
intelligent registeredinvestment advisor dataisengineeredtoefficientlydeliver
comprehensiveandaccuratedatatoyour organization. Wepair smart technology
withour expansiveresearchteam, ensuringthemost actionableandaccurate
investment advisor dataavailable.
Identify, Access, & Sell Into Registered
Investment Advisors. Efficiently. $

Identifyyour target RIA's &Reps Find reps &decision makers

Efficientlyidentifyandmapinvestment advisorsthat align Identifykeydecisionmakersandexecutives, eachwith
withyour productsandservices expansivecontact &personal data

Monitor advisor intent signals Enrich your current RIAdata

Staycurrent onasset flows, repmovement andadvisor Uncover insights, enhanceaccuracyandsurfacehidden
intent signals opportunitieswithinyour data
SINGLE& MULTI FAMILYOFFICEDATA
"FINTRXhasdonethehardworkidentifyingsingleandmulti-familyoffices
acrosstheworldandbringtheinformationyouneedtoknowinorder toproperly
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engage. TheinformationFINTRXhasisextremelydifficult tofindotherwise." UNIQUEFAMILYOFFICES
- Thomas Gutterman, Wells Fargo Advisors
Eachfamilyofficedossierhasbeenbuilt andtailored for theasset
raisingprofessional. Profileswill featureinsight ontheUHNWI
behindtheinvestment vehicle, howtheyaccumulatedtheir wealth
andwheretheydeploycapital - resultingintimedsavedand better
FINTRXprovidescontinuouslyupdatedfamilyofficedata, research&powerful
outcomes.
asset raisingtools- eachdesignedtoturbochargeyour familyofficeoutreach.

Identifyideal familyofficesfor your needsbyleveragingour expansivedata&

research. Gainaccesstoanunprecedented360 degreeviewof thefamilyoffice
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ecosystem?includingall families, their investment activityandkeydecision FAMILYOFFICECONTACTS

makerswithin.
Eachcontact featuresbio's, accuratecontact information, job
responsibilities, alumni roots, potential knownassociates,
employment historyandmuch more...
 "FINTRXhas allowed ustotapintothefamilyofficechannel acrossour
multiplestrategies inawaywehavenot beenabletodountil now. Wehave
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DIRECTINVESTMENTDATA

morethan doubledour touchpoints withfamilyofficesacross theUnited

StatessinceusingFINTRX. " FAMILYOFFICEINVESTMENTSTRACKED
- Michael Davis, NewSpring Capital

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FUNDEDCOMPANIESTRACKED
Our expansivedirect investment coverageoffersthelargest set of dataon
familyofficesandRIA'sthat makedirect investmentsintoprivatedeals.
Tracktheinvestment amount, industry, sector, round, followoninvestments
andmore.
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FOLLOWONINVESTMENTSTRACKED

Set direct investment alerts, monitor deal flowandidentifyfamilyofficeand

investment advisorswhohavepreviouslymadeinvestmentsintodealslike
yours- all withinasingleunifiedplatform. 75+
SECTORSTRACKED
Leverage Contact Relatability Scores with
FINTRXAffinity.
Uncover your sharedcommonalitiestodrivebetter rapport with750,000+decisionmakers
$

Start warmer conversations with your prospects

Leveragecustomconversationstarterswithineachcontact
tofacilitateamorepersonalizedapproach

Identifyyour most relatablecontacts

Insightsintocontact passions, interests, board&charity
affiliations, affiliatedcities, alumni overlapandmuchmore

Dynamicallyweighted relatabilityscoringpersonalized for you

AI andsmart algorithmsscanall 750,000 contactseach
daytoproduceyour dynamicrelatabilityscores
Customer Reviews & Testimonials Case StudySuccess Stories
Data Features Engineered to Drive
Successful Outcomes

Boston, MA | NewYork, NY www.fintrx.com sales@fintrx.com 617-517-0789