FINTRX

FINTRX is an advanced wealth management & investment data intelligence platform providing global financial firms a single point of access to draw insights on vast amounts of unstructured family office & investment advisor data. FINTRX is designed for investment professionals to source accurate and relevant data while increasing efficiency and saving valuable time. #privatewealth #dataintelligence #registeredinvestmentadvisor #familyoffice

Volume #130 of the FINTRX Family Office & RIA Weekly Roundup is here! This week, we’re diving into: - Private Equity’s Appetite: Unpacking the surge in deal activity and new opportunities. - Travel Industry Shakeup: Examining the effects of Spirit Airlines' bankruptcy. - Corporate Bond Market Boom: What the surge means for investors and institutions. Stay ahead with insights that matter. Dive into this week's edition now! ?? #FINTRX #FamilyOffice #RIA #PrivateEquity #CorporateBonds #MarketInsights #Newsletter

Day two at #SchwabIMPACT is underway! Visit the FINTRX team at booth #201 today and tomorrow to explore how we empower financial professionals across the global wealth management ecosystem. Stop by and say hello! ??

FINTRX is thrilled to partner with GK3 Capital, blending powerful data capabilities with expert marketing solutions to empower asset and wealth managers to scale smarter and drive transformative growth. ?? Read the Full Article: https://lnkd.in/eTh9mHhy #WealthManagement #AssetManagement #DataIntelligence #DigitalMarketing #FINTRX #GK3Capital #Partnership

Specter, Attio, Vestlane & FINTRX! See the latest from these vendors and more in our weekly vendor news digest! News categories cover new and updated products, partnerships and integrations, awards, vendor whitepapers, and others. Read More: https://lnkd.in/gwHC4Gnr Also Featuring: SUBSCRIBE, Anaplan, BlueFlame AI, Anduin Transactions, Beauhurst, S&P Global, Arcesium, Similarweb, FactSet, Robin AI, Finalis, Carta, RelPro, Inc., 73 Strings, iCapital, SS&C Technologies, SimCorp, Ontra, Broadridge, Validus Risk Management, Alkymi, Charles River Development, Integrum ESG, Titanbay, Cofi.ai, ROYC, DealEdge, Filament Syfter, FIS, Dasseti, Allvue Systems, Kroll, Bite Investments and FundCount

We’re thrilled to announce the strategic partnership between FINTRX and GK3 Capital—uniting the power of data intelligence and digital marketing expertise to transform client acquisition and growth in the wealth management industry. This collaboration combines FINTRX’s 850,000+ financial records with GK3’s cutting-edge marketing tools, empowering asset and wealth managers to: ? Streamline prospecting with actionable data insights ? Drive meaningful engagement with scalable digital strategies ? Unlock new market opportunities with precision targeting https://lnkd.in/eh5Pf27Q #FINTRX #GK3Capital #Partnership #WealthManagement #AssetManagement #DigitalMarketing #DataIntelligence

?? Volume #129 of the FINTRX Family Office & RIA Weekly Roundup is here! This week’s edition dives into key global trends shaping the investment landscape: - Discover how Malaysia is strengthening its role in the global economy - Explore the ripple effects of rising tariffs on the economy - ETFs reach new highs – see why they remain a top choice for investors & more! Stay informed, stay ahead. #FamilyOffices #RIAs #InvestmentTrends #ETFs #FINTRX #NewsletterSignup

?? Exciting news! FINTRX is thrilled to announce our partnership with Source50 Summits. This collaboration combines FINTRX’s extensive data intelligence with Source50’s premier networking events, delivering enhanced insights and engagement opportunities for wealth managers and investment professionals. #Partnership #WealthManagement #Investment #Networking #DataIntelligence #FINTRX #Source50Summits https://lnkd.in/dbGxDRWb

FINTRX is thrilled to attend the 2024 #SchwabIMPACT Conference in San Francisco, Nov 19-21! Visit booth #201 to see how our data solutions empower financial professionals. We look forward to connecting and showcasing our latest in financial data intelligence. See you there! #SchwabIMPACT2024 #WealthManagement #FinancialData #FINTRX

?? Volume #128 of the FINTRX Family Office & RIA Newsletter is here! This week's highlights include: - ETFs are once again dominating the headlines - KKR is leading the charge for a private equity rebound & more Dive into the latest wealth management insights—click to read now! #FINTRX #FamilyOffices #RIAs #ETFs #PrivateEquity #FinanceNews