AI-Driven Private Wealth Intelligence with Russ D'Argento
Episode 090: Russ D'Argento serves as Founder & CEO at FINTRX. Prior to founding FINTRX, Russ served as Sr. Consultant of Family Office Marketing and introductions for Windham Capital Group—a 20-year-old consulting firm in the hedge fund space.
In this episode, Milemarker Co-Founder Jud Mackrill talks with Russ 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.
In this episode:
- (00:00) - Intro
- (00:55) - Russ's background and the origins of FINTRX
- (05:28) - FINTRX's areas of focus for 2025
- (07:32) - The evolution of data usage and expectations in the financial industry
- (11:25) - FINTRX's rapid growth and expansion
- (14:26) - What lies ahead for FINTRX
- (19:09) - How to connect with FINTRX
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
Links
- Russ D'Argento on LinkedIn
- FINTRX on LinkedIn
- FINTRX email
- FINTRX
- Orion Advisor Solutions
- Salesforce
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