DFX Intelligence vs FINTRX
FINTRX is a private wealth intelligence platform covering family offices, registered investment advisers, broker-dealers, wealth teams, banks and trusts, and endowments and foundations.[1][2] DFX Intelligence is a private-market intelligence and data company whose Data Factory resolves US public filings and registries into one graph of firms, funds, companies, people and dated events, with a source and a date on every fact.
The main difference is the channel: FINTRX is built around the private wealth channel and the people in it, with a research team verifying records and direct contact details in the full profile, while DFX covers the wealth channel (RIAs and family offices) as part of a public-record graph that also spans private equity, venture capital, private credit and allocators.[2][3][4]
Facts about FINTRX as of , each linked to its source below. DFX currently tracks 50,634 investment adviser firms, 1,879 family offices and 8,224 institutional allocators, as of 10 October 2026.
Side by side
FINTRX comes out ahead on 4 of the 7 rows below. We say so because a comparison written by one side is only worth reading if it is willing to lose.
| Criterion | DFX Intelligence | FINTRX | Edge |
|---|---|---|---|
| Wealth channel coverage | Investment adviser firms and registered individual advisers, keyed by CRD. FINRA BrokerCheck is not crawled, so there is no broker-dealer branch dataset. method | States coverage of 4,600+ family offices, 46,000+ RIA and broker-dealer firms, 802,000+ registered reps and 28,000+ wealth teams, including broker-dealer branch networks.[2] | FINTRX |
| How records are checked | Records are built by rule from filings and registries; what is reported, derived, estimated and withheld is stated per field. method | AI collects signals from filings, firm websites, news and direct industry updates, and a 70+ person research team verifies the records, with a daily refresh.[3] | FINTRX |
| Contact details | Public pages are built around filings, relationships and dated events, not direct contact details. method | The full profile lists direct emails and phone numbers, behind a demo request.[4] | FINTRX |
| Public firm pages | Public RIA firm pages at /ria/firms/<crd>, with the Form ADV filing history behind each figure. method | Public RIA profiles under fintrx.com/firms, with data from SEC filings, FINRA records and FINTRX research.[5] | Even |
| Institutional allocators | Public and corporate pensions, endowments and foundations, with dated commitments read from board minutes. method | Profiles, investment strategies and contacts for endowments and foundations, and a banks and trusts dataset.[1][2] | Even |
| Deals and private credit | Private equity transactions, independent sponsor deals and every BDC position, alongside the wealth channel. method | Its dataset list is the wealth channel: family offices, RIAs, broker-dealers, wealth teams, banks and trusts, 13F holdings, direct investments, endowments and foundations.[2] | DFX |
| Integrations | A real estate MCP server and an llms.txt index for AI assistants; the other graphs are read through the public pages. No CRM sync or bulk feed is published. method | Native sync with Salesforce, HubSpot, Dynamics 365 and DealCloud, a custom API feed, a Snowflake data share, and MCP access from Claude, ChatGPT and Perplexity.[2][1] | FINTRX |
Who FINTRX is for
FINTRX names asset managers, alternative fund managers, recruiters and advisor M&A teams, and TAMPs and service providers as the teams it serves.[1]
- Choose FINTRX if you distribute funds or products through wealth advisers or recruit advisers, and need broker-dealers, wealth teams and registered reps alongside RIAs and family offices.[2][1]
- Choose it too if you need direct contact details and a CRM sync with Salesforce, HubSpot, Dynamics 365 or DealCloud.[4][2]
Who DFX Intelligence is for
Choose DFX if the wealth channel is one part of a wider private-markets question: who manages which funds, who committed to them, which sponsors are buying and who lends to them, with each fact tied to the filing or board minute it came from.
How DFX sources its data
- SEC Form ADV filings since 2011 and the daily IAPD adviser feeds, for investment advisers, their private funds, owners and registered advisers. Method
- SEC Form D notices, for private fund offerings and venture rounds. Method
- SEC Form 13F holdings, read as long positions in 13(f) securities and never as a portfolio or as assets under management. Method
- Business development company 10-Q and 10-K schedules of investments, read position by position. Method
- Public pension board and investment committee minutes, for dated fund commitments, each carrying the sentence that states it. Method
Every registered source is listed on the sources page. The figures DFX publishes are on the statistics page (for example this one), and each dataset, with how to cite it, is on the datasets page.
Sources for the FINTRX column
- FINTRX llms.txt, read 10 October 2026.
- FINTRX home page, read 10 October 2026.
- FINTRX, Our Data Process, read 10 October 2026.
- FINTRX public firm profile: Harbourvest Partners, LLC, read 10 October 2026.
- FINTRX firm directory llms.txt, read 10 October 2026.
Every statement about FINTRX on this page comes from the sources above, read on the dates shown. We do not state prices, ratings or judgements about another company's data. If something here is out of date, tell us and we will correct it.