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Private Wealth Research & Insights

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Featured (11)

FINTRX Customer Spotlight Series

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...

Supercharge Your LinkedIn Workflow with the FINTRX 360 Plugin

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...

FINTRX Founder & CEO, Russ D'Argento, Featured on 'Internal Use Only' Podcast

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,...

FINTRX Smart Bios: Building Stronger Connections with Family Office & RIA Contacts

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...

November '23 Family Office & RIA Monthly Data Report

Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and ...

2023 FINTRX Registered Investment Advisor (RIA) Regional Analysis

In an effort to provide valuable insight into the private wealth and financial services industry, FINTRX is pleased to present the 2023 Registered Investment Advisor (RIA) Regional Analysis. In this report, we break down the RIA landscape by...

October '23 Family Office & RIA Monthly Data Report

Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and ...

3 Ways FINTRX Boosts Workflow Efficiency

In today's fast-paced wealth management landscape, optimizing workflow efficiency is essential for staying ahead of the competition. Having access to reliable and updated information is imperative. However, the true power lies in your ability to...

FINTRX Private Wealth Group Data Launched

In an effort to provide the most expansive and comprehensive data coverage of the investment advisor landscape, we are proud to unveil our latest edition to the FINTRX Registered Investment Advisor (RIA) Platform: Private Wealth Groups. This new...

RIA Industry Spotlight: 5 Top Firms in the Southeast

To shine a light on the registered investment advisor landscape FINTRX Family Office & RIA Database provider has compiled the RIA Industry Spotlight to highlight five top RIA firms in the Southeast based on assets under management, employee count,...