Why Tracking Rep Movement Matters: FINTRX Rep Movement Feature
In the competitive world of Registered Investment Advisors (RIAs), tracking rep movement isn’t just useful—it’s a strategic advantage. Whether you’re …
Read insight →The FINTRX Blog: Private Wealth Intelligence
Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
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Insights, updates, and best practices covering every corner of private wealth.
The Intersection of Multi-Family Offices and RIAs
The world of private wealth is complex and ever-evolving. As both multi-family offices (MFOs) and registered investment advisors (RIAs) continue to gr…
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Personalizing Family Office & Investment Advisor Prospecting With FINTRX Affinity Relatability Scores
One of the biggest hurdles that many professionals face when trying to develop new business relationships is getting past the initial barriers of unfa…
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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…
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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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