Unlock the Power of FINTRX CRM Integrations for Asset-Raising & Distribution
In today’s fast-paced fundraising and distribution environment, clean, accurate data is everything. FINTRX CRM integrations give asset managers and di…
Read insight →Renae Hatcher
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.
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
How FINTRX Helps Wealth Management & RIA Recruiters Find Top Talent
With shifting industry dynamics, evolving client expectations, and growing demand for specialized expertise, firms need more than just a strong networ…
Read insight →
3 Ways to Transform Meeting Prep with FINTRX AI Analyst
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…
Read insight →
RIA & Broker Dealer Roundup: January '25 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our m…
Read insight →
5 Powerful Prompts to Maximize AI Analyst for Financial Professionals
FINTRX AI Analyst acts as your virtual co-pilot, transforming how you navigate the platform and make data-driven decisions. From uncovering market tre…
Read insight →
Milemarker and FINTRX Form Partnership to Provide Deeper Integration
ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs opera…
Read insight →
FINTRX Revolutionizes Private Wealth Research with Launch of AI-Powered Analyst
BOSTON, MA – January 22, 2025 – FINTRX, the leading provider of private wealth data intelligence, today announces the launch of AI Analyst, a breakthr…
Read insight →
Exploring Family Office Trends with Russ D’Argento on the Risclarity WealthTech Podcast
In the latest episode of the Risclarity WealthTech Podcast, family office expert Mark Wickersham welcomes Russ D’Argento, Founder & CEO of FINTRX,…
Read insight →
2024 Year in Review: Top Advisor Moves, M&A Highlights & Emerging Firms in Wealth Management
The wealth management landscape in 2024 was defined by momentum, consolidation, and reinvention. From billion-dollar advisor breakaways to headline-gr…
Read insight →
RIA & Broker Dealer Roundup: November '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this editi…
Read insight →
Get The Newsletter