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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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
FINTRX Launches DealCloud CRM Integration
FINTRX is proud to announce the newest addition to its native CRM data integrations: Intapp DealCloud. One of the cornerstones of FINTRX's dedication …
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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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2024 Year in Review: Top Advisor Moves, M&A Highlights & Emerging Firms in Wealth Management
The wealth management landscape in 2024 was defined by momentum, consolidation, and reinvention. From billion-dollar advisor breakaways to headline-gr…
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RIA & Broker Dealer Roundup: November '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this editi…
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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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What's New at FINTRX | October 2024
Explore the latest product developments and happenings at FINTRX, the leading wealth management & investment data intelligence solution. We are ex…
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RIA & Broker Dealer Roundup: October '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker dealer landscape continues to evolve rapidly, with pivotal changes occurring each month. FINTRX, the leader in globa…
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How to Leverage a Database on Endowments & Foundations for Successful Asset Raising
Securing capital for your fund, real estate venture, or financial product demands more than a compelling pitch—it requires strategic connections with …
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