Private Wealth Research & Insights

When it comes to asset management distribution and prospecting into RIAs, the strength of your network is one of the most valuable assets at your disposal. Building meaningful connections is key, but effectively leveraging those...

A CRM is only as good as the data inside it. If your team is working with outdated or inaccurate information, it’s costing you—time, revenue, and efficiency. Customer Relationship Management (CRM) systems are essential for financial firms...

BOSTON, MA, UNITED STATES, March 11, 2025 -- FINTRX, the leading data and research platform offering AI-driven private wealth data intelligence on 850,000+ financial institutions and advisor records, and Sales Lift Partners, a premier...

Email marketing remains one of the most effective ways to communicate directly with prospects and clients. However, for emails to serve their purpose, they must be successfully delivered to recipients' inboxes. High bounce rates and low...

Family offices have become an increasingly important capital source for fund managers, investment professionals, and service providers looking to raise assets. Unlike institutional investors, family offices operate with more flexibility,...

Reaching out to Registered Investment Advisors (RIAs) can be a challenging process. These financial professionals are bombarded with emails, calls, and LinkedIn messages every day, making it difficult to break through the noise. However,...

Last week, FINTRX and Milemarker hosted a webinar featuring Russ D'Argento, CEO of FINTRX, and Jud Mackrill, Co-Founder of Milemarker, to discuss how firms can leverage AI-driven data intelligence and strategic data management to drive...

FINTRX empowers organizations by delivering best-in-class wealth management & investment data directly into users' workflows via various integrations, including direct CRM and API feeds. By incorporating customized data feeds, FINTRX users...

Efficient data management is crucial for maintaining a competitive edge. FINTRX CRM integrations empower financial professionals by streamlining workflows, enhancing insights, and optimizing decision-making processes. Explore how these...