Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.
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At FINTRX, we understand that each client has unique needs and requirements when it comes to their investment strategies and objectives. That's why we have developed a platform that caters to the diverse range of various professionals in the...
In the fast-paced world of finance, staying ahead of the curve is paramount. For many industry professionals, tracking the equities holdings of investment advisors, fund managers and broker-dealers is not just a routine task—it's a strategic...
As the leading private wealth data intelligence solution, FINTRX is pleased to present the highly anticipated 2023 FINTRX Private Wealth Data Report, a game-changing resource that delves deep into the ever-evolving landscape of family...
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Office & RIA Yearly Roundup. In this unique newsletter edition, we explore several main themes of the...
In the ever-evolving landscape of financial advising, a significant trend has emerged, reshaping the fabric of the industry: the move towards independence. This departure is not just a short-lived trend but a profound statement about what today's...
In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wirehouse firms, often as a starting point for their careers or as an efficient means to build their...
We are excited to introduce FINTRX 360, an innovative data integration within LinkedIn designed to enhance your networking experience and streamline your workflow between LinkedIn and the FINTRX platform. As a trusted provider of family office and ...
Russ D'Argento, Founder and CEO of FINTRX, was featured on the 'Internal Use Only' Podcast to discuss his journey from a personal pain point of raising capital in the private wealth space to building a highly successful data intelligence platform,...
At FINTRX, we are constantly striving to empower our users with the most comprehensive and valuable data to enhance their prospecting and relationship-building efforts. We are excited to announce the addition of Smart Bio's to our private wealth...
Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and ...
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