Posts by
Sr. Product Marketing Associate at FINTRX
FINTRX unveils Relationship Path, the latest advancement in AI-powered relationship mapping for the private wealth ecosystem. Success prospecting into institutions such as RIAs or family offices hinges on your ability to identify the right...
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...
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...
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...
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 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...
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...
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...
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...
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,...
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