FINTRX Launches Fin AI Agent for Private Wealth Data

FINTRX announced in a press release the launch of Fin, an AI agent that monitors private wealth data and sends information through email, Slack, Microsoft Teams, Outlook, and Google Calendar. The agent provides alerts about advisor moves, new allocations, and changes at financial firms.

Fin can create ranked prospect lists, generate reports from current FINTRX data, and prepare meeting briefs using calendar information. Its data covers more than 850,000 financial firms and contacts, including 45,000 registered investment adviser and broker dealer firms, 790,000 registered representatives, more than 4,600 family offices, and 1,900 banks and trust institutions.

Standard access, including alerts and custom notifications, is included for FINTRX clients. Premium access adds two way conversations across supported workplace apps and is free for the first 45 days. Fin also connects with Salesforce, HubSpot, Microsoft Dynamics, Intapp DealCloud, and Snowflake.