FINTRX MCP

Bring FINTRX Data Into Your AI Workflows

FINTRX MCP connects your AI platforms to the most accurate and comprehensive private wealth data intelligence - directly inside Claude, Perplexity, and ChatGPT.

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Claude Perplexity ChatGPT MCP connected
You

Using FINTRX, show me all family offices in the north east that invest in venture capital?

Querying FINTRX family office dataset
  • Harbor Point Family Office BOSTON, MA $1.4B
  • Kestrel Ridge Capital GREENWICH, CT $860M
  • Ashfield Holdings NEW YORK, NY $2.1B
  • Illustrative results · 214 firms matched
You

Pull my client list from my CRM and identify RIAs that match my existing clients based on size, region, and portfolio.

Matching CRM accounts against FINTRX RIA dataset
  • Meridian Wealth Partners $3.2B AUM 94% fit
  • Callaway Advisory Group $2.7B AUM 91% fit
  • Fern Hollow Capital $1.9B AUM 88% fit
  • Illustrative results · ranked against 41 client accounts
You

Create a report breaking down rep movement over the last 6 months focused on departures from wirehouses.

Building report from FINTRX advisor movement data
  • Wirehouse → RIA 6 MONTHS 1,204
  • Wirehouse → regional BD 6 MONTHS 687
  • Teams moving with $500M+ 6 MONTHS 96
  • Illustrative results · exportable as a report
How it works

FINTRX Data. Where You Work.

AI is no longer limited to training data. It works off live, structured FINTRX data in real time, making every response more accurate and relevant.

The source
FINTRX
  • RIAs & Registered Reps
  • Broker-Dealers
  • Family Offices
  • Wealth Teams
  • Banks & Trusts
  • Endowments & Foundations
Claude Anthropic
Perplexity Perplexity
ChatGPT OpenAI
01

Real-time access to private wealth data

AI is no longer limited to training data. It works off live, structured FINTRX data in real time.

02

Deeper, more intelligent analysis

Ask complex questions and get structured, actionable answers that combine qualitative and quantitative insight.

03

Connected intelligence across your data

Bring together FINTRX, your CRM, and internal sources so AI can analyze everything in one place.

04

A faster, more intuitive workflow

Move from manual searching and exporting to simply asking questions, without switching between systems.

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See the full picture.

Join thousands of financial professionals using FINTRX to book more meetings, move faster, and win more business.

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Natural Language Prompts

Ask in plain language, get structured results

Prompts run against the live FINTRX dataset and come back as tables you can sort, filter, and export without leaving the conversation.

  • Filter by AUM, region, mandate, and vehicle
  • Results cite the underlying FINTRX records
  • Export to CSV or push into a report
Which RIAs in Texas allocate to private credit?
Querying FINTRX
Lantern Creek Advisors AUSTIN, TX $2.4B
Bluff Point Wealth DALLAS, TX $1.1B
Sabine Partners HOUSTON, TX $780M
Illustrative results · 68 firms matched
Unlocks Integrations

Combine FINTRX with your own data

Point your AI platform at FINTRX alongside your CRM and internal notes so it can compare your book against the wider market in one pass.

  • Match existing clients to lookalike firms
  • Score and rank prospects against your criteria
  • Keep source data where it already lives
Source FINTRX data Firms, contacts, mandates, movement
Analysis AI tools Claude, Perplexity, ChatGPT
Your systems CRM & internal data Accounts, notes, reporting
Matched accountsFit scoresWritten back on request
Actionable outputs

Turn answers into finished deliverables

Ask for the format you need and the response comes back as a working file, built from the same FINTRX data behind the query.

  • Reports and briefs as PDF or Word
  • Ranked lists and screens as spreadsheets
  • Outreach emails and client-ready decks
5 files ready to download
PDF Independent RIA intelligence brief Ready
XLSX Ranked prospect list, 214 firms Ready
DOCX Firm profile write-up Ready
EML Outreach email, CIO contacts Ready
PPTX Client-ready market summary Ready
Getting started

Connected in three steps

MCP runs on your existing FINTRX entitlements. There is nothing to install and no data to migrate.

  1. Step 01

    Request access

    Your FINTRX team enables MCP on your account and issues the connection key.

  2. Step 02

    Connect your platform

    Add the FINTRX server in Claude, Perplexity, or ChatGPT. One key covers all three.

  3. Step 03

    Start asking

    Query the dataset in plain language and pull results straight into your workflow.

FAQ

Common questions

Still deciding? Your account team can walk through setup on a short call.

Do I need a developer to set this up?

No. Connecting FINTRX to Claude, Perplexity, or ChatGPT is a configuration step in your AI platform using the key your FINTRX team issues.

Which platforms are supported today?

Claude, Perplexity, and ChatGPT. One connection covers all three, and support for additional MCP clients follows as they ship.

Is my data or my queries used to train models?

No. MCP reads from the FINTRX dataset. Nothing is written back, and your queries are not used for model training.

Does it respect our existing permissions?

Yes. MCP access follows the same entitlements and seat permissions as your FINTRX platform account.

Can I combine FINTRX with our internal data?

Yes. If your AI platform is connected to your CRM or internal notes, it can analyze those sources alongside FINTRX in a single request.

Is MCP included in my subscription?

MCP is available to FINTRX platform clients. Your account team can confirm what is enabled on your current plan.

"FINTRX has been a real asset for us. It’s made our B2B marketing process smoother and more efficient, thanks to the native Salesforce integration and powerful list-building features... Plus, the detailed firm and advisor data keeps us aligned with our strategic goals. It’s been a game-changer for our team."
Jooliana Krummel
Jooliana Krummel
Director, Growth Business Operations · Merit Financial Advisors
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See the FINTRX AI integration in action

Access private wealth intelligence directly inside Claude, Perplexity, and ChatGPT. Connect with us to learn more.

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