Meet Fin, FINTRX’s new always-on AI agent for the private wealth market. Fin continuously monitors activity across the private wealth channel and brings FINTRX data and intelligence directly into email, Slack, Microsoft Teams, Microsoft Outlook, and Google Calendar. Ask Fin a question when you need research now, or have it work in the background — monitoring for relevant changes, preparing for upcoming meetings, and delivering intelligence without waiting for you to go looking for it.
Meet Fin: Your Always-On Agent for Private Wealth
Most AI tools start with a prompt. Fin doesn’t have to. Fin continuously monitors the private wealth market for the firms, people, and activity that matter to you, then proactively delivers relevant intelligence when something changes. That could be an advisor or team move, a new allocation, M&A activity, a leadership change, or another shift across the firms you’re tracking.
Tell Fin what matters, and it can keep working in the background. Ask it to watch a target list for M&A activity. Have it send a territory update every Monday morning. Connect your calendar and have meeting research ready before the conversation starts.
Fin can already know the products and services you offer, the saved lists you’re tracking, and your FINTRX network, giving it context around what matters to your business. Instead of repeatedly checking for what changed, Fin can monitor, research, and bring the relevant intelligence directly to you.
Meet Fin Where You Already Work
Fin works across email, Slack, Microsoft Teams, Microsoft Outlook, and Google Calendar, bringing FINTRX intelligence into the tools already part of your day. There’s no separate destination to check for what changed. Fin can deliver research, alerts, and meeting intelligence directly into the workflows your team already uses.
How you work with Fin depends on where you need it:
• Email: Ask questions and receive research, recurring reports, and proactive alerts.
• Slack & Microsoft Teams: Research firms and contacts, refine prospect lists, and receive relevant market intelligence directly in internal channels.
• Microsoft Outlook & Google Calendar: Bring FINTRX intelligence into meeting prep based on what’s coming up on your calendar.
When you want to take the research further, Fin can link you directly back into FINTRX.
Always On: What Fin Can Do in the Background
1. Watch: Know When Something Changes
Tell Fin what you want it to monitor, and it can reach out when a relevant change happens.
“Watch my target list. Email me when FINTRX shows M&A news or a leadership change.”
Fin monitors for advisor and team movement, allocation changes, M&A activity, leadership changes, and other relevant firm-level activity. Instead of repeatedly running the same search, tell Fin what matters and let it keep watch. Fin doesn't just flag that something changed. It can research the change and surface the surrounding firm, contact, and market context, so you understand both what happened and why it matters.
2. Report: Put Recurring Intelligence on a Schedule
Not everything requires an immediate alert. Some intelligence is more useful on a regular cadence.
“Every Monday, email me a summary of news and people moves for firms on my list.”
Fin can deliver recurring research daily, weekly, monthly, or after a filing window. Use it for territory updates, intelligence on target LPs, advisor movement across a defined market, or other research you need regularly. Set the cadence once, and Fin can deliver the next update without you having to run the research again.
3. Meeting Prep: Let Your Calendar Trigger the Research
Connect Fin with your calendar, and meeting prep can come to you automatically. Ahead of an upcoming meeting with a firm covered by FINTRX, Fin can prepare and send relevant firm information, key decision-makers, recent activity, and other useful context directly to you.
No need to remember to run the research or ask Fin for a brief each time. Fin can use what’s already on your calendar to know what’s coming up and deliver the intelligence you need automatically. For conferences, Fin can also help research and prioritize firms based on your criteria, so you know where to focus before meetings begin.
And When You Want to Ask, Just Ask Fin
Fin doesn’t only work proactively. When you need something now, start a conversation with Fin.
Research, Compare & Build Lists
Ask Fin a question and get an answer grounded in FINTRX data. Fin can research firms and contacts, compare opportunities, build prospect lists, and refine the results as the conversation continues.
“Which RIAs initiated or added our ETF in the last two 13F cycles? Flag firms over $1B AUM.”
Then keep going:
“Which are in my territory?”
“Who are the relevant decision-makers?”
“Rank these by AUM.”
Fin can combine multiple criteria in a single request and continue refining the research without requiring you to start over.
Forward & Attach
You can also start with information already in front of you. Forward Fin an email thread or attach a spreadsheet, PDF, deck, or other material, and Fin can use that context as part of the research.
Built for Private Wealth, Grounded in FINTRX Data
Fin isn’t a general-purpose AI assistant being asked to learn the private wealth market one prompt at a time. Its answers are grounded in FINTRX data, with sources and dates, and Fin can link directly into the FINTRX platform when you want to take the research further.
Fin draws from FINTRX intelligence covering more than 850,000 financial firms and contacts, including:
• 45,000 RIA and broker-dealer firms
• 790,000 registered reps
• 4,600+ family offices
• 1,900 Bank & Trust institutions
That foundation allows Fin to work with questions specific to the private wealth market — from product ownership and advisor movement to investor fit, allocation activity, and firm-level changes. Whether you’re asking which RIAs added your ETF, which family offices fit a strategy, or what changed across your target accounts, Fin starts with FINTRX intelligence behind the answer.
How Teams Put Fin to Work
Distribution
For distribution teams, Fin keeps relevant activity across territories, accounts, and products in view. Monitor target firms and allocation activity, receive relevant changes as they happen, build targeted prospect lists, and prepare for meetings and conferences with the right firm and decision-maker context.
Asset Raising
Fundraising teams can use Fin to identify and prioritize potential investors based on the specifics of a fund or strategy. Fin can rank the strongest matches, monitor target LPs for relevant changes, and keep research running in the background instead of requiring teams to repeatedly rebuild and check target lists.
Business Development, Recruiting & M&A
Advisor movement, succession signals, M&A activity, and other firm-level changes can create timely opportunities for business development teams. Fin monitors for those changes and, when something relevant happens, brings the signal and surrounding context directly into the channels where the team is already working.
Get Started With Fin
Fin brings always-on private wealth monitoring and FINTRX intelligence directly into the tools your team already uses. Ask when you need research now, or put Fin to work in the background, monitoring what matters and delivering intelligence when something changes.
Ready to see how Fin can work across your team? Request a demo today.