In today’s fast-moving financial landscape, staying ahead isn’t optional—it’s essential. For investment professionals, tracking the equity holdings of advisors, fund managers, and broker-dealers is more than a routine task; it’s a strategic edge....

On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Office & RIA Yearly Roundup. In this unique newsletter edition, we explore several main themes of the...

In the ever-evolving landscape of financial advising, a significant trend has emerged, reshaping the fabric of the industry: the move towards independence. This departure is not just a short-lived trend but a profound statement about what today's...

In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wirehouse firms, often as a starting point for their careers or as an efficient means to build their...

Welcome to our FINTRX Customer Spotlight Series, where we explore real-world examples of how FINTRX, the leading family office and registered investment advisor (RIA) data platform, empowers financial professionals with a more effective way of...

We are excited to introduce FINTRX 360, an innovative LinkedIn plugin designed to enhance your networking experience and streamline your workflow between LinkedIn and the FINTRX platform. As a trusted provider of family office and registered...

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,...

At FINTRX, we are constantly striving to empower our users with the most comprehensive and valuable data to enhance their prospecting and relationship-building efforts. We are excited to announce the addition of Smart Bios to our private wealth data...