The WealthTech Podcast

Family Office Data Insights & Trends, Featuring Russ D’Argento FINTRX

Risclarity Season 1 Episode 7

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 monthly interview series hosted by Mark Wickersham. Each month we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process.

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