“We are thrilled to announce the launch of this incredibly highly sought-after private wealth team dataset. Currently, our customers are spending an incredible amount of time manually navigating the complex world of wirehouse and aggregator teams, which is nearly an impossible task. We can now solve this pain point for them, saving a tremendous amount of time while also uncovering comprehensive analysis within each team. We are extremely excited to be the first to market with this distinguished dataset and can’t wait to see our customers leverage it.” – Russ D’Argento, Founder & CEO, FINTRX

Key capabilities unlocked through FINTRX’s granular dataset include:

• Mapping and accessing obscured wealth teams within wirehouses and leading independent aggregators like Hightower, Mariner, Mercer and more
• Uncovering key reps and decision makers within any private wealth group
• Tracking team AUM, asset flows, investments used, types of clients served and other trends
• Intuitively filtering groups by location, AUM, services and other attributes
• Visual territory mapping to optimize targeting and coverage
• Analyzing teams by customized cohorts for strategic insights
• Accessing team contact profiles and conversation starters to enable seamless outreach
• Setting alerts and notifications for: M&A activity, news mentions, new team launches and more

“The launch of this dataset aligned perfectly with our mission to bring transparency to opaque corners of the private wealth ecosystem for financial professionals,” said FINTRX CEO, Russ D’Argento. “We expect it to drive immense value for our clients and transform how firms connect with and serve the ultra-high-net-worth segment.”

Learn more about FINTRX’s Private Wealth Group Dataset Here.

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 global family office, broker dealer, and registered investment advisor (RIA) ecosystems. Thousands of users at leading firms trust FINTRX to leverage the power of intelligent data, target the correct firms for capital raising, build stronger relationships, and make better data-informed decisions. FINTRX’s intuitive 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 applications, and many CRM and API connectors, including Salesforce, Navatar, Hubspot, Snowflake, and others.

Media Contact

FINTRX Marketing, FINTRX, 1 617-517-0789, [email protected], www.fintrx.com

SOURCE FINTRX