5 Keys to Raising Assets from Family Offices
Family offices have become an increasingly important capital source for fund managers, investment professionals, and service providers looking to rais…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
3 Ways to Improve Your Cold Outreach to RIAs
Reaching out to Registered Investment Advisors (RIAs) can be a challenging process. These financial professionals are bombarded with emails, calls, an…
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Optimizing Advisor Recruiting & Business Development: FINTRX & Milemarker Webinar Recap
Last week, FINTRX and Milemarker hosted a webinar featuring Russ D'Argento, CEO of FINTRX, and Jud Mackrill, Co-Founder of Milemarker, to discuss how …
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FINTRX Data Feeds: Custom Solutions for Smarter Prospecting & Business Growth
FINTRX empowers organizations by delivering best-in-class wealth management & investment data directly into users' workflows via various integrati…
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Unlock the Power of FINTRX CRM Integrations for Asset-Raising & Distribution
In today’s fast-paced fundraising and distribution environment, clean, accurate data is everything. FINTRX CRM integrations give asset managers and di…
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3 Ways to Transform Meeting Prep with FINTRX AI Analyst
In the fast-paced world of finance, time is money and preparation is power. Whether you're pitching to a new investor, recruiting top advisors, or ana…
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FINTRX Launches AI Analyst: A Personal Data Analyst at Your Fingertips
FINTRX is thrilled to introduce AI Analyst, a groundbreaking AI-powered tool designed to revolutionize how financial professionals leverage data. Seam…
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Exploring Family Office Trends with Russ D’Argento on the Risclarity WealthTech Podcast
In the latest episode of the Risclarity WealthTech Podcast, family office expert Mark Wickersham welcomes Russ D’Argento, Founder & CEO of FINTRX,…
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October '24 Family Office & RIA/Broker Dealer Data Report
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an ar…
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FINTRX & Source50 Summits Announce Partnership, Bringing Enhanced Advisor Data Intelligence to Their Event Attendees
November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partner…
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