Posts about:
Family offices have become an increasingly important capital source for fund managers, investment professionals, and service providers looking to raise assets. Unlike institutional investors, family offices operate with more flexibility,...
Reaching out to Registered Investment Advisors (RIAs) can be a challenging process. These financial professionals are bombarded with emails, calls, and LinkedIn messages every day, making it difficult to break through the noise. However,...
With shifting industry dynamics, evolving client expectations, and growing demand for specialized expertise, firms need more than just a strong network to secure the best talent—they need data-driven precision. That’s where FINTRX comes in. Our...
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data...
In the latest episode of the Risclarity WealthTech Podcast, family office expert Mark Wickersham welcomes Russ D’Argento, Founder & CEO of FINTRX, for an engaging conversation that dives into the evolving landscapes of family offices and wealth...
The wealth management landscape in 2024 was defined by momentum, consolidation, and reinvention. From billion-dollar advisor breakaways to headline-grabbing mergers and acquisitions, the year saw firms reshaping their models to compete in an...
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this edition of our monthly ‘RIA & Broker Dealer Roundup’ series, FINTRX, the leader in global wealth...
The investment advisor and broker dealer landscape continues to evolve rapidly, with pivotal changes occurring each month. FINTRX, the leader in global wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...
The investment advisor and broker-dealer landscape continues to evolve at a rapid pace, with pivotal changes occurring each month. FINTRX, the leading AI-powered wealth intelligence platform, continues its monthly ‘RIA & Broker Dealer Roundup’...
Among the many factors shaping global investments, the rising influence of Chinese and Middle Eastern family offices stands out as a key contributor. Leveraging FINTRX family office data intelligence, we examine their unique strategies and...
Copyright © 2025 FINTRX, Inc. All Rights Reserved. 18 Shipyard Drive Suite 2C Hingham, MA 02043 Data Privacy Policy
.png?width=367&height=109&name=ezgif.com-gif-maker%20(3).png)
.png?width=171&height=47&name=Navy%20and%20blue%20fintrx%20logo%20(1).png){kind=small}
