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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.
FINTRX is thrilled to introduce AI Analyst—a groundbreaking suite of AI-powered tools designed to revolutionize how financial professionals leverage data. Seamlessly integrated into the FINTRX platform, AI Analyst delivers...
In the latest episode of the Risclarity WealthTech Podcast, family office expert Mark Wickersham welcomes Russ D’Argento, Founder & CEO of FINTRX, for an engaging conversation that dives into the evolving landscapes of family offices and wealth...
As 2024 comes to a close, the financial advisory industry has undergone significant growth and transformation. High-profile advisor transitions and strategic mergers and acquisitions have allowed firms to expand their reach and sharpen their...
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this edition of our monthly ‘RIA & Broker Dealer Roundup’ series, FINTRX, the leader in global wealth...
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this growth, we've compiled a...
November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partnership with Source50 Summits, renowned for its high-impact networking events connecting allocators...
The investment advisor and broker dealer landscape continues to evolve rapidly, with pivotal changes occurring each month. FINTRX, the leader in global wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...
FINTRX, the premier wealth management data intelligence platform, is excited to announce the release of the Q3 2024 Family Office & RIA Data Report. This report offers an in-depth overview of the global investment advisor and family office...
In today’s competitive financial landscape, the need for accurate and comprehensive data has never been more critical. For financial professionals, making informed decisions depends on choosing the right database—a choice that can...
The investment advisor and broker dealer landscape continues to evolve at a rapid pace, with pivotal changes occurring each month. FINTRX, the leader in wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...
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