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 management. Russ shares insights into emerging trends, his entrepreneurial journey, and how FINTRX leverages technology to empower financial professionals. Listen to the full episode for more on the intersection of technology and investment, the dynamics of the family office landscape, and more.
Mark Wickersham and Russ D’Argento explore a variety of topics, including:
+ Introduction and overview of FINTRX
+ Are Family Office less insular since COVID?
+ Founder’s journey
+ Latest Data Insights
+ Size and growth of family office markets
+ Investment and technology trends being driven by next-gen
+ How being a college athlete impacted his career
+ Will the Red Sox ever be good again?
Russ shares some of his most insightful thoughts, including the growing impact of technology on family office investment trends:
"My biggest takeaway is the emergence of tech investments just as a sector, certainly within funds, but heavily within the direct investment landscape and how that is starting to shape the direction of these family offices, both on the single and multi-sides."
He also highlights how FINTRX leverages advanced technologies like machine learning and artificial intelligence to deliver relevant and actionable data:
"We’ve turbocharged our use of technology over the past year and a half, using machine learning to identify inaccuracies in the data and provide a scalable, reliable dataset for single- and multi-family offices, investment advisors, broker-dealers, endowments, foundations and more."
Russ also discusses how the next generation is reshaping family office strategies, particularly through a focus on technology-driven investments. Their influence is driving innovation, creating new opportunities for firms to stay competitive in an ever-evolving landscape.
→ How the Next Gen is Driving Family Office Investment Tech Trends
Russ D'Argento is the Founder and CEO of FINTRX, where he has dedicated his career to equipping financial professionals with actionable wealth management data insights. Before founding FINTRX, Russ served as Senior Consultant of Family Office Marketing and Introductions for Windham Capital Group, a respected consulting firm with 20+ years of experience in the hedge fund space. A graduate of the University of Connecticut and a former standout baseball player, Russ balances his professional accomplishments with his passions for fishing, golfing and boating.
Gain valuable insights into family office technology and best practices with FinTech industry leader Risclarity. Hosted by Mark Wickersham, the Risclarity WealthTech Podcast showcases influential voices in the family office and wealth management sectors, offering their expertise and fresh perspectives on prominent industry trends.
FINTRX is a unified data and research platform that provides unparalleled data intelligence on 850,000+ wealth management firm and contact records. Our platform empowers industry professionals to seamlessly access, map and engage with the global wealth management landscape. With AI-powered utility, 375+ search filters and customizable workflow tools, FINTRX enables seamless tracking of allocation trends, in-depth analysis of investment data, relationship mapping and so much more.