Insights, updates, and best practices covering every corner of private wealth.
BOSTON, MA, UNITED STATES, March 11, 2025 -- FINTRX, the leading data and research platform offering AI-driven private wealth data intelligence on 850…
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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 …
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FINTRX empowers organizations by delivering best-in-class wealth management & investment data directly into users' workflows via various integrati…
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2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry …
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ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs opera…
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BOSTON, MA – January 22, 2025 – FINTRX, the leading provider of private wealth data intelligence, today announces the launch of AI Analyst, a breakthr…
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FINTRX is thrilled to introduce AI Analyst, a groundbreaking AI-powered tool designed to revolutionize how financial professionals leverage data. Seam…
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FINTRX is proud to announce the newest addition to its native CRM data integrations: Intapp DealCloud. One of the cornerstones of FINTRX's dedication …
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November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partner…
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Explore the latest product developments and happenings at FINTRX, the leading wealth management & investment data intelligence solution. We are ex…
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