Description

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

 🎥 Watch on YouTube

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 bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Asseta AI.

About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.

To learn more please visit www.asseta.ai

Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.

The WealthTech Podcast makes no representatio...