FINTRX Private Wealth Data Report, Q1 2024
FINTRX, the leading private wealth data intelligence platform, is pleased to release the Q1 FINTRX Private Wealth Data Report. This report serves as a…
Read insight →Emery Blackwelder
Marketing Manager at FINTRX
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
FINTRX Welcomes Greg Bell as Sr. Director, Enterprise Accounts
Boston, MA - FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Be…
Read insight →
Relationship Path: AI-Powered Relationship Intelligence for Financial Professionals
FINTRX unveils Relationship Path, the latest advancement in AI-powered relationship mapping for the private wealth ecosystem. Success prospecting into…
Read insight →
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 intelligen…
Read insight →
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 trans…
Read insight →
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…
Read insight →
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, h…
Read insight →
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 s…
Read insight →
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 wireh…
Read insight →
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 betw…
Read insight →
Get The Newsletter