Use Cases
fundraising, screening, deal-sourcing
Integrations
dropbox, salesforce
Office Functions
front-office

Fintrx

The FINTRX Platform, a brainchild of Cap Hedge Ventures, serves as a nexus of data, research, and intelligence pertaining to the family office sector within the alternative investment industry and private capital markets. Providing a comprehensive solution for asset gathering and fundraising, it combines a robust family office research tool with an intuitive user interface, creating a powerful asset-raising solution. FINTRX not only offers insightful data and intelligence on potential family office prospects but also integrates CRM and analytical tools, facilitating an efficient asset gathering process. This integration ensures a smooth workflow with up-to-date data readily accessible within the CRM platform. In its journey to enhance its offerings, FINTRX raised $9 million in a Series A round in December 2021. Moreover, after a 2-year developmental phase, it launched a data suite for Registered Investment Advisors and Broker-Dealers in January, aiming to revolutionize the way the industry accesses this space, offering a unified solution that stands as a significant improvement over existing platforms like Discovery Data or RIA Database.

Website

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