Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.
Insights, updates, and best practices covering every corner of private wealth.
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 …
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FINTRX empowers organizations by delivering best-in-class wealth management & investment data directly into users' workflows via various integrati…
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In today’s fast-paced fundraising and distribution environment, clean, accurate data is everything. FINTRX CRM integrations give asset managers and di…
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With shifting industry dynamics, evolving client expectations, and growing demand for specialized expertise, firms need more than just a strong networ…
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In the fast-paced world of finance, time is money and preparation is power. Whether you're pitching to a new investor, recruiting top advisors, or ana…
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The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our m…
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FINTRX AI Analyst acts as your virtual co-pilot, transforming how you navigate the platform and make data-driven decisions. From uncovering market tre…
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ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs opera…
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BOSTON, MA – January 22, 2025 – FINTRX, the leading provider of private wealth data intelligence, today announces the launch of AI Analyst, a breakthr…
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In the latest episode of the Risclarity WealthTech Podcast, family office expert Mark Wickersham welcomes Russ D’Argento, Founder & CEO of FINTRX,…
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