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

Send us Fan MailRuss 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 byWhy he founded Fintrx to make contact information and hundreds of other data points easily available for RIAs, FOs, and Private Wealth GroupsHow AI is embedded in their platform to easily build list, gather competitive intel, and prepare for meetingFintrx free previewSubmit our listener survey for a chance to win $$ and podcast merchSupport the show

Episode metadata supplied by the publisher feed · Published Dec 12, 2023

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

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