The Connected Advisor
AI-Driven Private Wealth Intelligence
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Episode 090: On this week’s episode of The Connected Advisor, Milemarker Co-Founder Jud Mackrill talks with Russ D’Argento, Founder & CEO at FINTRX, about how to make financial data more powerful and strategic.
Russ shares the origin story of FINTRX—a platform born from his personal struggle navigating the private wealth market. Host Jud Mackrill and Russ discuss how FINTRX evolved from bootstrapped startup to a data intelligence leader with more than 150 employees. They explore the growing demand for actionable, smart data, the role of AI in modern wealth tech, and how FINTRX helps asset managers, advisors, and fundraisers identify and engage the right prospects. Russ also shares what’s next for the company and how it’s positioning itself at the forefront of the AI-powered wealth transfer wave.
Key Takeaways
Smart data beats static data. Don’t settle for spreadsheets. Today’s wealth managers and fundraisers need dynamic, actionable insights—not just names on a list. Tools like FINTRX help surface the right contacts, timing, and context to turn cold outreach into warm, personalized conversations.
Build products backward from user pain. Great companies are often started by solving your own problem. Russ built FINTRX by reverse-engineering the solution he wished he had while raising capital—focusing on better data, smarter tech, and a seamless user experience.
AI isn’t just a buzzword—it’s a growth engine. Integrate AI to automate prospecting, clean data, and surface valuable signals without constant manual effort. The future belongs to platforms that anticipate user needs and take action autonomously.
Private wealth is evolving. The private wealth space is more sophisticated and influential than ever. As wealth transfers to new generations and advisors, staying ahead with the right intelligence and outreach tools is crucial for capital raising and long-term growth.
Quotes
“There was a gap in the market and what was available, not only the data but also the breadth of the data, the tech, and how that data was delivered.” ~ Russ D’Argento
“We want to continue to position ourselves as this wealth transfer happens. We want to continue to position ourselves at the forefront of that private wealth data intelligence market.” ~ Russ D’Argento
“All we think about every day when we get to the office is how we can improve, iterate, make this thing better and more powerful, and continue our rapid growth.” ~ Russ D’Argento
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Kyle Van Pelt
