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:

Key Takeaways

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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