Breaking Down FINTRX Advisor M&A SmartView
Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. …
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
FINTRX & Intapp DealCloud Partner to Deliver Enhanced Private Wealth Data within AI-Powered Platform
BOSTON, MA, UNITED STATES, March 25, 2025 -- FINTRX, the leading provider of private wealth data intelligence, and Intapp (NASDAQ: INTA), a leading gl…
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FINTRX and Sales Lift Partners Announce Partnership to Enhance Sales Execution and Data-Driven Growth
BOSTON, MA, UNITED STATES, March 11, 2025 -- FINTRX, the leading data and research platform offering AI-driven private wealth data intelligence on 850…
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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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FINTRX 2024 Product & Data Year in Review
2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry …
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Milemarker and FINTRX Form Partnership to Provide Deeper Integration
ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs opera…
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FINTRX Revolutionizes Private Wealth Research with Launch of AI-Powered Analyst
BOSTON, MA – January 22, 2025 – FINTRX, the leading provider of private wealth data intelligence, today announces the launch of AI Analyst, a breakthr…
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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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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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