RIA, Family Office, and Private Wealth Prospecting Data with Russ D'Argento, Fintrx Founder and CEO

RIA, Family Office, and Private Wealth Prospecting Data with Russ D'Argento, Fintrx Founder and CEO

Released Tuesday, 12th December 2023
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RIA, Family Office, and Private Wealth Prospecting Data with Russ D'Argento, Fintrx Founder and CEO

RIA, Family Office, and Private Wealth Prospecting Data with Russ D'Argento, Fintrx Founder and CEO

RIA, Family Office, and Private Wealth Prospecting Data with Russ D'Argento, Fintrx Founder and CEO

RIA, Family Office, and Private Wealth Prospecting Data with Russ D'Argento, Fintrx Founder and CEO

Tuesday, 12th December 2023
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Russ D'Argento is the Founder and CEO of Fintrx. He joins todays show to discuss:

  • His experience selling funds into channels like RIAs , Family Offices, and Private Wealth Groups -- and how getting good prospecting data was hard to come by
  • Why he founded Fintrx to make contact information and hundreds of other data points easily available for RIAs, FOs, and Private Wealth Groups
  • How AI is embedded in their platform to easily build list, gather competitive intel, and prepare for meeting

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