NEWS AND INSIGHTS FROM FINTRX
Russ D'Argento, Founder and CEO of FINTRX, was featured on the 'Internal Use Only' Podcast to discuss his journey from a personal pain point of raising capital in the private wealth space to building a highly successful data intelligence platform, helping thousands of industry professionals map, access, and sell into family offices & investment advisors. Listen to the full episode on Apple Podcasts and Spotify to hear more about the future of FINTRX and private wealth data intelligence.
Seeking to bridge the gap between portfolio managers and family offices, Russ D'Argento leveraged his industry expertise, determined to develop an efficient way to pull fragmented private wealth data into a single, user-friendly data platform. What started as a simple idea has now become one of the most robust and dynamic data intelligence solutions for the financial industry.
In this episode of 'Internal Use Only', Dan Sullivan and Russ D'Argento discuss:
+ The disconnect between capital-raising & institutional sales professionals and centralized, comprehensive & actionable data on family offices & investment advisor entities
+ The importance of building industry relationships & having access to comprehensive information on industry professionals for effective outreach, booking meetings and closing deals
+ How FINTRX uses proprietary algorithms & machine learning to analyze complex datasets, providing an easy-to-use data source integrated through cloud-based platforms, CRM systems, browser extensions & mobile apps
+ The recent launch of FINTRX's Private Wealth Group dataset--a first-of-its kind dataset on previously inaccessible wirehouse & independent aggregator wealth teams
+ The development and implementation of AI to dive further into and simplify private wealth data through natural language querying, relationship mapping and predictive AI
...and so much more.
"The old school kind of 'directory’ is just not going to cut it in today’s modern world. Everything we solve for is to move forward from that—to make all of this data very easily accessible, searchable, and able to be queried in an efficient fashion.”
- Russ D'Argento, Founder & CEO of FINTRX
Russ D'Argento serves as Founder & CEO of FINTRX, a Boston-based Fintech firm that empowers financial professionals to access the global private wealth ecosystem. Russ has garnered immense success since founding FINTRX in 2014. He was recently named as a top CEO to work for in Boston and now manages a team of more then 100 employees, dedicated to providing the best data intelligence solution in the space. Prior to founding FINTRX, Russ served as Sr. Consultant of Family Office Marketing and introductions for Windham Capital Group - a
FINTRX is a unified family office and registered investment advisor (RIA) database that provides comprehensive data intelligence on 850,000+ family office and investment advisor records, ultimately designed to help industry professionals identify, access and map the global private wealth ecosystem. Find relevant decision-makers in a snap with powerful search filters and queries. Uncover the data you need, when you need it, and filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and much more. With data sourced from both public and private sources, FINTRX's team of 75+ researchers work diligently to map, validate and compile data daily to ensure its accuracy so that you can book meetings and close deals with confidence.
To learn more about how FINTRX can turbocharge your deal-making and capital-raising efforts, book a demo below.
December 12, 2023
Emery Blackwelder is a member of the product marketing team at FINTRX--the preeminent resource for family office & registered investment advisor (RIA) data intelligence.