
SaaS • B2B • Fintech
FINTRX is an AI-powered B2B SaaS platform that provides comprehensive, current private wealth intelligence and datasets on registered investment advisors (RIAs), family offices, broker-dealers, endowments, and foundations. Financial firms—asset managers, alternative fund managers, recruiters, fintechs and service providers—use FINTRX to identify prospects, accelerate capital raising, recruit advisors, and integrate verified data via CRM integrations, APIs, data feeds, and enrichment tools to drive distribution and business development.
51 - 200 employees
Founded 2014
☁️ SaaS
🤝 B2B
💳 Fintech
💰 Series A on 2021-11
November 21
Enterprise Client Success Manager responsible for client implementation and retention at FINTRX. Driving revenue growth and cultivating customer relationships in a dynamic environment.
🇺🇸 United States – Remote
💰 Series A on 2021-11
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
November 6
Business Development Representative at FINTRX, engaging in high volume prospecting and client interactions. Collaborating with sales and marketing teams to drive new opportunities in private capital markets.
🇺🇸 United States – Remote
💰 Series A on 2021-11
⏰ Full Time
🟢 Junior
💰 Business Development (BDR)
🦅 H1B Visa Sponsor
November 4
Mid-Market Account Executive at FINTRX responsible for driving revenue growth through consultative sales. Seeking to build relationships with buyers in financial services.
🇺🇸 United States – Remote
💰 Series A on 2021-11
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
November 4
Account Manager at FINTRX driving revenue growth through existing customer relationships and SaaS expansion. Responsible for strategic account management and nurturing trusted client relationships.
🍂 Massachusetts – Remote
💰 Series A on 2021-11
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
🦅 H1B Visa Sponsor