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Private Wealth Research & Insights

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Press Release

FINTRX & Source50 Summits Announce Partnership, Bringing Enhanced Advisor Data Intelligence to Their Event Attendees

November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partnership with Source50 Summits, renowned for its high-impact networking events connecting allocators...

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...

FINTRX Welcomes Greg Bell as Sr. Director, Enterprise Accounts

Boston, MA -  FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for...

FINTRX Named to Inc.'s 5,000 Fastest Growing Private Companies in America

Boston, MA -- FINTRX has been named to Inc Magazine's top 5,000 fastest-growing private companies in the nation. In addition, FINTRX posted a top 75 ranking for all companies in Greater Boston, while being touted as the 17th fastest-growing company...

FINTRX Founder & CEO Russ D'Argento Named as a Top 100 CEO to Work for in Boston in 2023

Boston, MAWe are thrilled to announce that Russ D'Argento, the Founder and CEO ofFINTRX, has been recognized as one of the top 100 CEOs to work for in Boston. This prestigious list, compiled by Comparably, a leading workplace culture and...

FINTRX Launches iOS iPhone & iPad Mobile Apps

FINTRX announces the release of our native iOS iPhone & iPad apps, delivering our best-in-class private wealth data intelligence to your mobile device.

FINTRX Launches Registered Investment Advisor Data Offering, Further Expanding Its Private Wealth Data Intelligence Platform

the industry leader in private wealth and family office data intelligence, today announced the release of its Registered Investment Advisor (RIA) Data Module. This addition to FINTRX’s rapidly expanding suite of...