FINTRX Launches Personalized Data Suite to Enhance the Way Firms Recruit Advisors

FINTRX, the leading wealth management data provider to the financial services industry, is excited to announce the launch of its Personalized Rep Data Suite. This new offering introduces 1.6 million additional personalized data points on independent and wirehouse advisors, providing financial recruiters with unparalleled insights to enhance their talent acquisition strategies.

“Recruitment in the financial services space is becoming more competitive and complex. With the launch of our Personalized Rep Data Suite, we’re providing financial firms and recruiters with direct access to detailed personal information on advisors and reps. This new layer of data allows firms to build personalized, highly targeted recruitment strategies that weren’t previously possible."

 Russ D'Argento

 FINTRX Founder & CEO

Key Features & Capabilities

+ 1.6 Million+ Personal Data Points

Access to personal email addresses, mobile phones, home addresses, hometowns, languages spoken, and age, across a rapidly expanding database of independent reps and wirehouse advisors

+ Direct Outreach

Recruiters can now engage with reps and advisors via their personal email addresses and mobile phones, offering a more direct and personalized communication approach

+ Localized Insights

With access to hometown and home address data, recruiters can focus their efforts regionally, creating recruitment campaigns that are highly relevant and tailored to the location of each contact

+ Age & Demographic Data

Age data allows for targeted recruitment efforts based on career stage, enabling firms to better align their offers with the needs and motivations of individual reps and advisors

+ Firm-Agnostic Data

This suite provides data that is completely unlinked from firm affiliations, allowing recruitment professionals to connect with reps in a more personal, human way—without navigating through corporate gatekeepers

Targeted Recruitment at Scale: Personalized Rep Data Unlocks the Person Behind the Job Title

With access to the FINTRX Personalized Rep Data Suite, recruitment firms will be now able to streamline their outreach by focusing on individuals, not just job titles or firm affiliations. This allows for tailored recruitment strategies that can:

+ Build personalized messaging that resonates with the individual rep’s life circumstances, such as location, passions, interests, tenure or career stage

+ Create localized recruitment campaigns with a deep understanding of where reps are based, helping firms target key geographical regions

+ Enable more effective relationship building by cutting through corporate layers and speaking directly to reps in their personal capacity

"The sheer volume of data we’re adding—millions of new personalized data points—is going to reshape the way recruitment firms target top talent,"  D’Argento explained. "It’s not just about knowing where someone works; it's about understanding who they are as individuals. This shift toward personal data helps recruiters forge meaningful, direct connections, improving the likelihood of successful placements."

About FINTRX

FINTRX is a vertically integrated software and data platform that enables wealth professionals, financial institutions, and asset management firms to seamlessly map, access, and sell into the registered investment advisor (RIA), broker dealer, wirehouse, and global family office ecosystems. With its advanced AI technology and comprehensive data on 850,000+ financial entities & contacts, FINTRX empowers financial professionals to make more informed decisions, build stronger relationships, and drive business growth. Thousands of users at leading firms trust FINTRX to leverage the power of intelligent data, target the correct firms for product distribution, build stronger relationships, and make better data-informed decisions. FINTRX's AI-powered search engine, proactive alerts, network-expanding capabilities, and warm introduction paths help customers efficiently uncover new opportunities to grow their businesses and drive successful outcomes.

Access to FINTRX data is delivered via its award-winning cloud-based platform, fully integrated iOS mobile apps, and many CRM and API connectors, including Salesforce, Navatar, HubSpot, Snowflake, and others.