Navigating the FINTRX Firm Snapshot & Profile Tools

On the left side of each firm profile, you'll see a snapshot view that highlights key quantitative and qualitative details, provides linked contact information for quick access, outlines notable profile updates, and includes a historical AUM breakdown.

The Overview tab provides an in-depth, narrative summary of the firm. This section offers valuable insights into the firm’s investment strategies and alternative asset allocations. Additionally, it encompasses information on the firm's affiliations, activities, related entities, private funds advised, ownership structure, notable accolades, custodial relationships, regulatory filings, and the location of its headquarters—all presented in a unified view for easy reference.

The Advisor M&A SmartView tab is a sophisticated tool that leverages AI-driven insights to evaluate potential acquisition targets. It consolidates essential metrics and information into a user-friendly, interactive interface designed specifically for deal professionals, aggregators, recruiters, and teams engaged in mergers and acquisitions.

The Contacts tab provides a well-organized and searchable interface for accessing all individuals linked to the firm, including decision-makers, investment professionals, and operational staff. Each profile features essential information such as job titles, roles, email addresses, phone numbers, and LinkedIn profiles. With various filters and sorting options available, you can easily pinpoint key stakeholders based on their function, seniority, or significance to your outreach efforts.

The Wealth Teams tab offers an in-depth look at all advisor teams associated with the firm. This feature enables users to grasp the firm's organizational structure and delve into individual team profiles for more comprehensive insights, such as contact information, investment strategies, and historical transitions.

The ETF tab within a firm's profile on FINTRX offers comprehensive insights into any Exchange-Traded Funds (ETFs) associated with the firm. This section is particularly beneficial for users seeking to gain a deeper understanding of the firm's product offerings and investment strategies in the ETF market.

The AUM & Accounts tab in FINTRX provides a comprehensive examination of a firm's assets under management (AUM) alongside the distribution of its accounts. This section is crucial for gaining insights into the firm's investment scale, organizational framework, and overall business operations.

The Asset Breakdown tab provides a clear view of how a firm allocates assets—including asset breakdown, custodian usage over time, and a breakdown by custodian. The top banner highlights key insights such as estimated assets, the most frequently used asset type, its total value, and the firm's overall allocation preferences.

The News tab provides a centralized, real-time feed of media coverage related to a specific firm, helping you stay informed on notable developments and public activity. Each article includes a headline, publication date, source, and direct link, offering streamlined access to the latest relevant news impacting the firm.

The Office Locations tab offers a detailed view of all known firm locations, along with the ability to search for and add representatives associated with each branch—making it easy to map out regional presence and build targeted outreach lists.

This tab provides a comprehensive overview of both internal and external funds advised by the firm, including categories such as real estate, venture capital, hedge funds, and private equity. Users can access detailed information on the types of funds, historical trends in private fund allocations, ownership distribution by fund type, and the total number of funds advised. Additionally, a continuous feed of all funds is available for ongoing insights.

The Company Transaction tab offers a comprehensive view of the firm's investment activity, including all-time sector exposure, company size exposure, country exposure, and a five-year trailing investment history. It also includes a list of tracked investments for deeper analysis. At the top, a summary banner highlights the firm's most active investment round, sector, company size, and average round size—providing a quick snapshot of their investment focus.

The Property Transactions tab delivers a detailed view of a firm’s real estate activity, capturing both direct and indirect property investments over time. Each entry includes critical information such as transaction type, property type, location, deal date, and value (when available). Organized for easy navigation, this tab helps you assess a firm's real estate footprint, investment strategy, and geographic preferences at a glance.