<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">

Private Wealth Research & Insights

Posts about:

RIA (7)

Understanding the FINTRX RIA Data & Family Office Intelligence Platform

As an investment professional, staying ahead of the curve is essential to achieving success in the private wealth market. But with so much data to sift through, it can be difficult to know where to begin. That's where FINTRX comes in. Our powerful...

How Financial Professionals Use FINTRX Data

FINTRX is the leading AI-powered private wealth intelligence platform—purpose-built to help financial professionals raise capital, expand distribution, and uncover strategic opportunities. By combining continuously updated data with intelligent...

How FINTRX Simplifies Stock & ETF Tracking & Research

In today’s fast-moving financial landscape, staying ahead isn’t optional—it’s essential. For investment professionals, tracking the equity holdings of advisors, fund managers, and broker-dealers is more than a routine task—it’s a strategic edge....

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, a game-changing resource that delves deep into the ever-evolving landscape of family...

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 Office & RIA Yearly Roundup. In this unique newsletter edition, we explore several main themes of the...

Why More Financial Advisors are Shifting to Independent Firms

In the ever-evolving landscape of financial advising, a significant trend has emerged, reshaping the fabric of the industry: the move towards independence. This departure is not just a short-lived trend but a profound statement about what today's...

Break Away Reps: Tracking the Transition from Wirehouses to Independent Firms

In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wirehouse firms, often as a starting point for their careers or as an efficient means to build their...

FINTRX Launches FINTRX 360 LinkedIn Integration

We are excited to introduce FINTRX 360, an innovative data integration within LinkedIn designed to enhance your networking experience and streamline your workflow between LinkedIn and the FINTRX platform. As a trusted provider of family office and ...

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...