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Private Wealth Research & Insights

Posts by

Emery Blackwelder

Sr. Product Marketing Associate at FINTRX

What's New at FINTRX | February 2024

Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...

FINTRX Releases Family Office Real Estate Investment Data

Through the addition of its Property Transactions feature, FINTRX expands its offerings to include a comprehensive dataset on direct real estate transactions by family office investors, empowering users to easily access, drill into and...

FINTRX 2023 Product & Data Year in Review

Take a look back at some of the most significant additions and enhancements to the FINTRX product and dataset throughout 2023. With unprecedented data offerings, new integrations and groundbreaking data delivery methods, FINTRX users have never been...

AI Search by FINTRX: Revolutionizing Private Wealth Data Access

FINTRX is proud to introduce AI Search, the next generation of AI-driven private wealth data intelligence. In today's fast-paced financial industry, having access to accurate and up-to-date information is paramount, and making...

FINTRX Launches Microsoft Dynamics CRM Integration

FINTRX is proud to announce the newest addition to its native CRM data integrations: Microsoft Dynamics 365. Leveraging FINTRX integrations offers a strategic advantage for clients and prospects, streamlining data management...

Break Away Reps: Tracking the Transition from Wirehouses to Independent Firms

In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wirehouse firms, often as a starting point for their careers or as an efficient means to build their...

FINTRX Customer Spotlight Series

Welcome to our FINTRX Customer Spotlight Series, where we explore real-world examples of how FINTRX, the leading family office and registered investment advisor (RIA) data platform, empowers financial professionals with a more effective way of...

Supercharge Your LinkedIn Workflow with the FINTRX 360 Plugin

We are excited to introduce FINTRX 360, an innovative LinkedIn plugin designed to enhance your networking experience and streamline your workflow between LinkedIn and the FINTRX platform. As a trusted provider of family office and registered...

FINTRX Founder & CEO, Russ D'Argento, Featured on 'Internal Use Only' Podcast

Russ D'Argento, Founder and CEO of FINTRX, was featured on the 'Internal Use Only' Podcast to discuss his journey from a personal pain point of raising capital in the private wealth space to building a highly successful data intelligence platform,...

FINTRX Smart Bios: Building Stronger Connections with Family Office & RIA Contacts

At FINTRX, we are constantly striving to empower our users with the most comprehensive and valuable data to enhance their prospecting and relationship-building efforts. We are excited to announce the addition of Smart Bios to our private wealth data...