February 23' Family Office & RIA Monthly Data Report
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & R…
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.
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
How FINTRX Tags & Notes Maximize Efficiency & Improve Workflow
As an asset-raising professional, your time is valuable. You need to be able to access relevant information quickly and efficiently in order to make i…
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5 Advantages of Working with RIAs & Broker Dealers
Registered Investment Advisors (RIAs) and Broker Dealers (BDs) play pivotal roles in helping individuals navigate the complex world of finance. While …
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Sustainable Investing: A Look at the Latest ESG Trends from the RIA Channel
Sustainable investing and ESG trends are becoming increasingly important throughout the registered investment advisor (RIA) channel as more investors …
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Navigating the Family Office Market: SFOs vs MFOs
Family offices have rapidly advanced over the past several years, essentially reforming the way money is managed and allocated. While this transformat…
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January 23' Family Office & RIA Monthly Data Report
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & R…
Read insight →
FINTRX Founder & CEO, Russ D'Argento, Featured on 'Investors & Operators' Podcast
Russ D'Argento, Founder & CEO of FINTRX, was featured on Investors & Operators, a podcast series by 51 Labs that features conversations with s…
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Registered Investment Advisor Lists vs. Broker Dealer Lists: Understanding the Differences
Understanding the differences between Registered Investment Advisor (RIA) and Broker Dealer (BD) lists is important because it can help asset-raising …
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FINTRX Founder & CEO Russ D'Argento Named as a Top 100 CEO to Work for in Boston in 2023
Boston, MA - We are thrilled to announce that Russ D'Argento, the Founder and CEO of FINTRX, has been recognized as one of the top 100 CEOs to work fo…
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Top Features to Look for When Evaluating a Database of Financial Advisors
Finding the right financial advisor can be a challenge, especially if you have limited resources and information. However, with the right database of …
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