In this episode, Mark Wickersham discusses with Russ D’Argento:
- Introduction and overview of FINTRX
- Are Family Office less insular since COVID
- Founder’s journey
- Latest Data Insights
- Size and growth of family office markets
- Investment and technology trends being driven by next gen
- How being a college athlete impacted his career
- Will the Red Sox ever be good again
About Russ D’Argento
Russ D’Argento is the Founder & CEO of FINTRX, a leading data intelligence platform for the wealth management and investment landscapes. With a passion for connecting professionals to actionable insights, Russ has grown FINTRX into a trusted resource with 150+ team members supporting over 3,000 financial professionals.
A University of Connecticut graduate and former standout on the Huskies baseball team, Russ enjoys fishing, golfing and boating with his golden retriever, Fin.
About FINTRX
FINTRX is a unified data and research platform offering comprehensive intelligence on 850,000+ financial institution and advisor records. Designed to help industry professionals map the global wealth management ecosystem, FINTRX provides insights on over 70,000 financial entities—including family offices, RIAs, broker-dealers, endowments, foundations, and advisor wealth teams—and 750,000+ associated reps and key contacts.
With AI-powered tools, 375+ advanced search filters and customizable workflows, FINTRX enables seamless tracking of allocation trends, in-depth investment analysis, relationship mapping and much more.
About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.
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