AI Search by FINTRX: Revolutionizing Private Wealth Data Access
FINTRX is proud to introduce AI Search, the next generation of AI-driven private wealth data intelligence. In today's fast-paced financial industry, h…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
2023 FINTRX Private Wealth Data Report
As the leading private wealth data intelligence solution, FINTRX is pleased to present the highly anticipated 2023 FINTRX Private Wealth Data Report, …
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FINTRX Launches Microsoft Dynamics CRM Integration
FINTRX is proud to announce the newest addition to its native CRM data integrations: Microsoft Dynamics 365. Leveraging FINTRX integrations offers a s…
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2023 FINTRX Family Office & RIA Yearly Roundup
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Offi…
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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 betw…
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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 raisin…
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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…
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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, c…
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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 Inv…
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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, c…
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