Best Investor & LP Databases in 2026

If you're choosing an investor database in 2026, the real question isn't "Which has the most rows?" It's:

Which platform helps you act on timing (who is actually in a decision cycle)?
Which platform fits your operating model (IR workflow vs CRM-first sales org)?
Which platform converts research into meetings, not just exports?

This guide compares six platforms—Altss, PitchBook, Preqin, FINTRX, Dakota, and With Intelligence—and shows when each one wins.

TL;DR

PitchBook = best "context heavyweight" for company/fund/deal intelligence and diligence workflows.
Preqin = best for institutional alternatives datasets + benchmarking and fundraising research.
FINTRX = strongest when your motion runs through RIAs / wealth teams / private wealth distribution.
Dakota = strongest if your team is Salesforce-native and wants investor data embedded inside Salesforce via their AppExchange app.
With Intelligence = private-markets intelligence provider, now part of S&P Global (acquisition completed Nov 25, 2025).
Altss = purpose-built as an action layer for fundraising: OSINT-led allocator signals + workflows designed around timing, routing to decision-makers, and conversion. Altss covers 9,000+ verified family offices alongside institutional LP coverage.

Key Takeaways

Database ≠ fundraising system: Research tools and conversion tools solve different problems.
Timing separates winners: Knowing who exists matters less than knowing who is in-cycle now.
Stack architecture matters: Context + signals + conversion layers outperform single-tool approaches.
Review validation helps: User reviews often reveal workflow friction—test fit before signing.
Action layers drive meetings: The platform that controls outreach cadence controls conversion.

The 2026 Reality: "Database" Is Not the Same Thing as "Fundraising System"

Most teams buy a platform and then discover the mismatch:

A research heavyweight is excellent for diligence, but doesn't naturally drive outreach cadence.
A CRM-first tool is great for sales ops, but may feel thin on benchmarking or institutional context.
A curated intelligence provider can be strong on "what's happening," but you still need workflow + routing to turn it into meetings.

So the highest-performing stack in 2026 is rarely "one tool." It's usually:

Context heavyweight (PitchBook or Preqin)

Signals / mandate intelligence (With Intelligence, plus your own tracking)

Conversion / action layer (where you run lists, routing, alerts, sequencing, notes, and recency discipline)

Altss is designed to be that third layer—and in 2026, that's the layer that decides whether you book meetings.

Quick Decision Map: Which One Should You Buy?

If you're a GP / IR team (Fund I–III or growth-stage GP)

Start with Altss as the action layer (signals → shortlist → routing → outreach cadence).
Add Preqin if you need institutional benchmarking + allocators-by-strategy depth.
Add PitchBook if your workflow includes deep company diligence and market mapping.

If you're an asset manager selling into private wealth (RIA / wirehouse / teams)

FINTRX is often the most direct match because it emphasizes RIA/rep/team coverage and contact workflows.
Pair with Altss if you want timing signals + allocator behavior context that improves conversion (especially for family office + institutional overlap).

If you're Salesforce-native and run fundraising like a sales org

Dakota is purpose-built for "investor data inside Salesforce," via AppExchange.
Add Altss if you want signal-led prioritization and "why now" outreach triggers instead of list-based cadence.

If you need "institutional alternatives truth" and benchmarks

Preqin is the reference product in this category.

If you want private-markets intelligence as part of a major data suite

With Intelligence is now part of S&P Global.

Comparison Table: What Each Platform Is Built to Do

Altss — Action Layer for Fundraising (Signals → Meetings)

What it's built for (2026):

Running fundraising as a signal-led workflow, not a static directory.
Turning allocator behavior into "why now" outreach: mandates, people moves, event footprints, portfolio actions.
Routing to the right decision-maker and keeping lists alive with recency discipline.

Coverage: Altss covers 9,000+ verified family offices alongside institutional LP coverage.

What’s shipping next for Altss (2026):

Full institutional LP coverage under the same OSINT-led model
LP–GP Connect (relationship + process workflows for warm-path discovery)
Events intelligence to track which LPs attend which conferences
Startup coverage to complete the relationship graph across alternatives

These releases are scheduled for rollout in the near term and have already been committed in customer contracts (availability may vary by rollout and access level).

PitchBook — Context Heavyweight (Deal/Fund/Company Intelligence)

PitchBook positions itself around centralized private-market insights, with workflows for fundraising and due diligence. Reviewers frequently praise breadth and depth, while noting that pages can feel dense and that coverage may be uneven for smaller funds or niche geographies—relevant if you're targeting emerging managers or specialized strategies.

Best for: IC memos, diligence, market mapping, co-invest histories, benchmarking.

Friction to watch: Navigation density; coverage gaps for smaller sponsors.

Preqin — Institutional Alternatives Datasets + Benchmarks

Preqin positions itself as a private markets data platform with large institutional alternatives datasets and benchmarking. Reviews commonly highlight its value for institutional research and performance context, while some users note interface friction and that prospecting/outreach workflows typically require a separate system.

Best for: Institutional allocator research, alternatives benchmarks, long-horizon performance analysis.

Friction to watch: Outreach conversion still needs a routing + workflow layer.

FINTRX — Private Wealth Distribution (RIAs, Reps, Wealth Teams, Family Offices)

FINTRX emphasizes private wealth intelligence and broad RIA/rep coverage. On FINTRX’s homepage, it lists 4,400+ Family Offices and other private-wealth coverage metrics.

Best for: RIA/rep/team coverage; private-wealth distribution workflows; wealth-first go-to-market motions.

Friction to watch: As with any private-wealth dataset, validate accuracy in your segment and geography before committing (especially if your motion depends on decision-maker routing, not just firm-level coverage).

Dakota — Salesforce-First Fundraising + Investor Database Embedded in CRM

Dakota positions its Salesforce integration as a core value proposition: investor data and Marketplace functionality embedded directly inside Salesforce (via AppExchange).

Best for: Teams that live in Salesforce and want investor data embedded in their CRM.

Friction to watch: If your edge is timing signals and “why now” triggers, confirm how you’ll generate and operationalize those inside your Salesforce workflow.

With Intelligence — Private Markets Intelligence, Now Part of S&P Global

With Intelligence is an intelligence layer—analyst and research-driven private markets coverage—rather than a contact database or outreach tool. S&P Global completed its $1.8B acquisition of With Intelligence on Nov 25, 2025.
(Website: withintelligence.com)

Best for: Institutional intelligence context at a strategic level (who is raising, what’s changing, how allocators are positioning).

Friction to watch: Still requires a conversion layer to turn insights into routing + meetings.

Deep Dive: When Each Tool Wins (and Where It Can Disappoint)

1) Altss (Recommended When Your Goal Is Meetings, Not Lists)

Altss is the right primary tool when:

You care about timing: “who is in-cycle right now?” not “who exists.”
Your team needs signal-led research that ties directly to outreach cadence.
You want to operate from a living shortlist (alerts + monitoring), not a static export.

Why the 9,000+ family office number matters:
Family offices are among the hardest allocator segments to track—private, lightly regulated, and constantly evolving. Scale matters, but the real advantage is pairing coverage with signal-led profiles and routing discipline so your team doesn’t run “big lists” that don’t convert.

2) PitchBook (Best for Diligence + Market Mapping; Not Always Best for Conversion)

PitchBook is the right choice when you need:

Company profiles, financing histories, investors, comps, and diligence workflows
Fund and market context to support a data-driven fundraising narrative

Common friction (from reviews):

“Abundance of information” can make pages feel busy
Coverage can be uneven for smaller sponsors or emerging markets

How to use PitchBook without slowing fundraising:

Use it for context creation (IC memo, diligence, market map)
Then push targets into an action layer (Altss) where signals drive “why now” outreach

3) Preqin (Best for Institutional Alternatives Datasets; Weaker for Direct Outreach)

Preqin is the right choice when you need:

Institutional allocator research + alternatives data in one platform
Benchmarks and long-horizon performance analysis across strategies

How Preqin fits in a modern stack:

Use Preqin to define “who should care” at a strategic level
Use a conversion layer (Altss / Salesforce workflow) to decide “who is in-cycle now” and route to the decision-maker

4) FINTRX (Best When You Sell Into RIAs / Wealth Teams)

FINTRX is the right choice when:

Your buyer universe is RIAs, broker-dealers, wealth teams, and private wealth distribution
You want wealth-channel coverage plus workflows that align to distribution teams

FINTRX publicly lists 4,400+ family offices on its homepage.

Where FINTRX fits vs Altss:

FINTRX can be your private-wealth distribution engine
Altss can be the timing + signal + relationship layer that increases conversion when your outreach depends on “why now” rather than “who exists”

5) Dakota (Best When Salesforce Is Your Operating System)

Dakota is strongest when:

Your entire team lives in Salesforce
You want investor data, workflows, and UI embedded inside Salesforce via AppExchange

Best practice:

If you’re Salesforce-first, Dakota can be the daily workflow hub
If your fundraising edge is signal-led prioritization, pair it with Altss so the list doesn’t go stale

6) With Intelligence (Institutional-Grade Private Markets Intelligence + S&P Global)

With Intelligence functions as an intelligence layer—useful when you want research-driven context on allocator intentions and fundraising momentum. S&P Global completed its acquisition of With Intelligence on Nov 25, 2025.

The 2026 Stack That Wins (Practical Recommendation)

If you want the most reliable “book meetings” stack:

Option A: GP / IR Teams (Most Common)

PitchBook or Preqin as the context heavyweight (choose based on your LP mix)
With Intelligence when you want institutional intelligence context at a high level
Altss as the action layer (signals → routing → outreach cadence → monitoring)

Option B: Salesforce-First Sales Org

Dakota embedded in Salesforce
Altss for signal-led prioritization and “why now” outreach triggers

Option C: Private Wealth Distribution Teams

FINTRX as your RIA/wealth-team engine
Altss to add timing signals + institutional + FO crossover and relationship context

How to Evaluate Any Platform in 30 Minutes (The Buyer's Checklist)

Ask each vendor to walk through the same workflow:

Find 25 targets in your strategy (not “in general”)

Show the “why now” for each target (signals, recency, decision-cycle clues)

Prove routing (who is the decision-maker, what’s the path, what’s verified)

Show the workflow you’ll use weekly: saved lists, notes, monitoring, alerts

Run a mini quality test: pick 10 contacts and verify accuracy + bounce risk approach

Show how the tool handles duplicates and entity resolution across subsidiaries/teams

If a platform can’t produce a credible shortlist and routing path in a single session, it’s probably a directory—not a fundraising system.

Frequently Asked Questions

Which platform is best if I can only buy one?
If your primary objective is fundraising conversion, you generally want an action layer that forces signal-led prioritization. If your primary objective is institutional datasets/benchmarks, Preqin is often the anchor. Most teams that close efficiently run both a context tool and a conversion tool.

Is PitchBook enough for fundraising?
PitchBook is excellent for diligence and context. If your bottleneck is booking meetings—not building IC memos—pair it with an action layer and a timing discipline.

Does Preqin work for outbound prospecting?
Preqin is strongest for research and benchmarking. If outbound conversion is the priority, it typically functions best as context—then you run outreach from a tool built for routing, alerts, and deliverability.

When is FINTRX the best choice?
When you need RIA/rep/team coverage and private-wealth distribution workflows. FINTRX publicly lists 4,400+ family offices on its homepage.

Is Dakota primarily a Salesforce tool?
Yes—Dakota emphasizes getting Marketplace features and data directly inside your Salesforce instance via AppExchange.

What changed for With Intelligence recently?
S&P Global acquired With Intelligence for $1.8B; the deal completed Nov 25, 2025.

How does Altss handle track record and performance data?
Altss focuses on allocator signals, routing, and timing—not fund performance benchmarking. For DPI, IRR, and vintage analysis, pair Altss with Preqin or PitchBook. The tools solve different problems.

What’s shipping next from Altss in 2026?
Full institutional LP coverage, LP–GP Connect for relationship workflows, events intelligence, and startup coverage to complete the relationship graph across alternatives (availability may vary by rollout and access level).

About Altss

Altss is an OSINT-powered allocator intelligence platform built for fundraising workflows—covering 9,000+ verified family offices alongside institutional LP coverage, with signal-led profiles designed to help teams prioritize outreach by fit and timing.

Bottom Line

In 2026, the winning database isn’t the one with the most entries—it’s the one that produces a living shortlist and a repeatable signal → meeting loop.

Use PitchBook for context and diligence.
Use Preqin for institutional alternatives datasets and benchmarks.
Use FINTRX for private-wealth distribution and RIA/rep workflow depth.
Use Dakota if Salesforce is your system of record.
Use With Intelligence for private markets intelligence under S&P Global.
Use Altss as the action layer that turns signals into meetings.

The stack that wins isn’t the biggest—it’s the one that gets you on the calendar.

Try Altss — Convert allocator signals into meetings.

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