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Finding Top Talent in the Financial Industry with FINTRX

In today's fast-paced recruitment landscape, excelling requires more than traditional methods. FINTRX introduces a groundbreaking approach to talent acquisition, utilizing an extensive private wealth database and advanced tools to streamline your hiring process. Below are just a few examples of how FINTRX can transform your recruitment strategy.

"Not only is this THE most powerful platform for finding your ideal prospects, but the team behind it is a joy to work with!" - Abe Shekel, Strategic Advisor at Farther 

Identify Your Ideal Candidate

- Filter by rep location, industry tenure, licenses & disclosures, rep AUM and more.
- Highlight rep movements, breakaway advisors, hiring trends and more.
- Uncover hidden connections with AI-powered relationship mapping & personalized connectivity scoring.
- Instantly access the latest news articles on advisor movements and firm updates.
- Log notes, set tasks, assign tags, create smart lists & get real-time updates on your top candidates.

Bring Industry Data to Where You Work

- Harness the power of FINTRX wherever you work, enhancing your prospecting and outreach with personalized strategies driven by rich, real-time data.
- Access verified email addresses and phone numbers, investment data, professional history, associated firm info and more directly within LinkedIn.
- Integrate investment advisor data into your CRM and tech stacks for streamlined processes and seamless data flows across systems.
- Access investment advisor & rep data, insights & tools at any time on any device with the iOS mobile app.

Leverage AI for Intelligent Outreach

- Let FINTRX AI do the work for you, uncovering new opportunities & optimizing your outreach efforts.
- Experience the magic of finding exactly what you need with FINTRX AI Search--simply type or speak what you are looking for, and our AI will build the precise output you are looking for.
- Leverage a global industry network to find warm introduction opportunities & impactful connections with Relationship Path, which empowers you and your team to connect with the individuals that matter most.

About FINTRX

FINTRX is a leading family office & registered investment advisor (RIA) data intelligence solution that provides comprehensive data on 4,000+ family offices, 24,000+ family office contacts, 40,000 RIAs and 850,000 registered reps. Our platform combines data, analytics and intuitive software to help clients identify potential investment opportunities, connect with investors and clients and stay informed on industry trends and developments. FINTRX data is powered by millions of sources, both public and private, which are constantly updated and verified by our 75+ person research team and a team of experienced data scientists.