Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.
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,...
Last week, FINTRX and Milemarker hosted a webinar featuring Russ D'Argento, CEO of FINTRX, and Jud Mackrill, Co-Founder of Milemarker, to discuss how firms can leverage AI-driven data intelligence and strategic data management to drive...
FINTRX empowers organizations by delivering best-in-class wealth management & investment data directly into users' workflows via various integrations, including direct CRM and API feeds. By incorporating customized data feeds, FINTRX users...
Efficient data management is crucial for maintaining a competitive edge. FINTRX CRM integrations empower financial professionals by streamlining workflows, enhancing insights, and optimizing decision-making processes. Explore how these...
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...
2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry interface led to the development of advanced AI functionality, intelligent relationship mapping and...
In the fast-paced world of finance, time is money—and preparation is power. Whether you're pitching to a new investor, recruiting top advisors, or analyzing market shifts, having the right information at your fingertips can mean the...
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...
FINTRX AI Analyst acts as your virtual co-pilot, transforming how you navigate the platform and make data-driven decisions. From uncovering market trends to crafting highly personalized outreach, it delivers real-time insights tailored to...
ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs operate and scale, and FINTRX, the leading data and research platform offering AI-powered...
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