Introducing Fin

Meet FinYour Private Wealth Agent

Fin is FINTRX's AI agent that proactively monitors activity across the private wealth channel and integrates FINTRX data in Email, Slack, Team, Outlook, and Google Calendar.

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Introducing Fin
FINTRX Data Where You Work

FIN integrates FINTRX with your existing tools

Fin unlocks FINTRX data and intelligence within email, Slack, Microsoft Teams, Outlook and Google Calendar, on top of existing AI within the FINTRX platform.

Email fin@fintrx.ai
Slack @Fin by FINTRX
Microsoft Teams @Fin by FINTRX
Outlook Calendar Meeting prep Fin reads your schedule and briefs you before external meetings.
Google Calendar Meeting prep Same calendar access on the Google side, with the same pre-meeting briefs.
Always-on monitoring

Fin monitors what matters for you, 24/7

Advisor moves, allocation shifts, firm-level changes, and M&A activity are picked up as they happen, not the next time someone thinks to run a search.

  • Advisor movement
  • Allocation shifts
  • Firm-level changes
  • M&A activity
  • Succession signals
  • New allocations
  • Competitor ETF Activity
  • Breakaways
  • Form ADV updates
  • Custodian changes
  • Family Office transactions
  • Real Estate investments
Capabilities

What Fin can do

  1. Deliver proactive alerts and notifications

    Fin monitors the private wealth channel continuously and pushes alerts when something relevant happens, an advisor move, a new allocation, a firm-level change.

  2. Pull prospect lists

    Ask Fin for firms or contacts that fit a given strategy or territory, and Fin researches and ranks the universe instead of someone building the list by hand.

  3. Deliver reports and content

    Fin generates reports, briefs, and other content on demand, pulling directly from live FINTRX data.

  4. Meeting prep

    Connected to a calendar, Fin automatically delivers meeting prep on firms and reps linked to your upcoming meetings.

Alerts and notifications

Fin keeps you updated

Fin's alerts and notifications deliver everything you need, right to your inbox.

Two ways to configure alerts

  1. Just Ask Fin

    Describe what you want to track in plain language and Fin builds the alert. Change it later by replying to the message.

    "Hey Fin, send me an email every Monday morning with news, rep moves, and M&A activity regarding RIAs in my sales territory."

  2. Customize it in the FINTRX platform

    Build the alert in the FINTRX platform with the filters, saved searches, and lists your team already uses. Fin picks it up and takes over the monitoring.

    Territory, AUM band, mandate, holdings, advisor movement, and firm-level changes.

Then Fin delivers

  • Straight to your inbox

    Alerts arrive in email, Slack, or Teams. No dashboard to check and no digest to remember to open.

  • The moment it happens

    Fin monitors the private wealth channel continuously, so a relevant move reaches you the day it lands rather than the next time someone runs the search.

  • Researched, not just flagged

    Every alert comes with the context behind it, sourced from live FINTRX data and ranked by fit against what you asked for.

  • Ready to act on

    Where it makes sense Fin attaches a drafted outreach note, so the signal and the next step arrive together.

Get Started Now

Experience Fin for yourself

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The difference

Fin doesn't wait for a prompt

Most AI needs prompts or instructions to get started. Fin learns from your behavior and delivers tailored intelligence without waiting.

Other AI is Reactive

Answers when asked

You think of the question, open the tool, and pull the data. Useful, but it depends on someone remembering to look.

Prompt

Which advisors in my territory moved firms last quarter?

Fin is Proactive

Arrives before you ask

Fin monitors the private wealth channel continuously and pushes what matters into email, Slack, or Teams the moment it happens.

  • Advisor move 07:02

    A four-advisor team managing $840M left a wirehouse for an independent RIA in your territory.

    Delivered to Slack
  • New allocation 09:41

    A Boston single family office on your watchlist opened a private credit allocation.

    Delivered to email
  • M&A 13:16

    A regional RIA acquired a $1.2B Midwest practice, adding two offices to your coverage.

    Delivered to Teams
  • Meeting prep 16:28

    Tomorrow at 10:00 you meet Meridian Wealth Partners. Prep brief attached.

    Delivered to email
What FIN can help with

From simple prompts to complex asks

While Fin delivers proactive intelligence without you needing to ask, he is always there when you have a question too.

to: Fin by FINRX

Fin delivers

Always a message away

Fin is just a message away

The beauty of Fin is how easy he is to engage with. Send a question by email, tag Fin in Slack, or message him in Teams and the answer comes back in the same thread.

  • Email

    fin@fintrx.ai

    Forward a thread or write a fresh question. Fin replies to the same address you sent from.

  • Slack

    @Fin by FINTRX

    Mention Fin in any channel or open a direct message. Answers stay in the thread for the rest of the team.

  • Teams

    @Fin by FINTRX

    Add Fin to a chat or channel and message it the way you would a colleague.

Meeting prep

Fin preps you for meetings

Fin integrates with Google Calendar and Outlook to scan for meetings and sends a brief on the firm and the people you meeting with.

Your calendar Thursday, October 9
  • 09:00

    Pipeline review

    Internal
  • 11:30

    Intro call — Rockmont Family Office

    External
  • 14:00

    Due diligence follow-up — Halvorsen Capital

    External
  • 16:30

    Team standup

    Internal
Connected to Google Calendar and Outlook
Fin's brief

Intro call — Rockmont Family Office

Who is in the invite
  • Elise Thorne Chief Investment Officer 6 years at Rockmont
  • Devin Ashworth Director of Private Markets Joined 2024, previously Cascadia Trust
Firm
Rockmont Family Office — single family office, Denver. $1.4B in reported assets.
Mandate activity
Opened a private credit allocation in Q2 and has added two direct lending managers since.
Related contacts
Marcus Beale, Head of Operations. Priya Nandan, Investment Analyst covering private markets.
History
No prior meetings on record. Elise Thorne opened the last two research notes.
Talking points
  • Their private credit build-out is recent, so lead with manager sourcing rather than the broader platform.
  • Ashworth came from Cascadia Trust, which already runs a FINTRX seat.
  • Denver single family offices in this asset range are underrepresented in your current coverage.
Foundation

Designed with security in mind

Fin runs on the same certified platform and intelligence as the FINTRX platform meaning your data is secure.

Certification

ISO certified

The same certification scope as the core FINTRX platform.

Audit

SOC 2 Type 2 compliant

Extends to how Fin is built and operated, not just the platform behind it.

The Foundation

Built on FINTRX data

Most importantly, Fin reads the same researched, verified private wealth dataset your team already works in, and every answer traces back to a FINTRX record you can open in the platform.

The Datasets Powering Fin
  • 45,000+ RIA & broker-dealer firms
  • 790,000+ Advisor contacts
  • 28,000+ Wealth teams mapped
  • 4,600+ Family offices
  • 30,000+ Family office contatcs
  • 1,500+ Endowments & Foundations
  • 1,900+ Bank & Trust Institutions
  • All Accessed by Fin
FAQ

FIN FAQ

What is Fin?

Fin is FINTRX's AI agent that proactively monitors activity across the private wealth channel and integrates FINTRX data in email, Slack, Team, Outlook, and Google Calendar.

Does Fin replace the FINTRX platform?

No. The platform remains the place for hands-on search and analysis, and Fin handles proactive monitoring and quick research.

Which tools does Fin integrate with currently?

Fin works in Email, Slack, Teams, Outlook, and Google Calendar.

How is this different from using FINTRX inside Claude, ChatGPT, or Perplexity?

Those tools, including through the FINTRX MCP integration, answer when asked. Fin does that too, but it is also always on, monitoring the private wealth channel continuously and pushing alerts without anyone prompting it.

Is Fin an additional subscription?

The email alerts and notifications features of Fin are standard and included for all FINTRX users. The ability to proactively engage with Fin and integrate with other tools requires a premium Fin license.

How accurate are the answers?

Every answer is grounded in FINTRX's verified private wealth data rather than general AI knowledge, and Fin links back into the platform when a question needs deeper digging.

Does Fin train on our questions or CRM data?

No. Your prompts and CRM context are never used to train models.

Can Fin brief me before meetings?

Yes. Connect Google Calendar or Outlook and Fin reads your schedule, works out who is in the invite, and sends a brief on the firm and the people before an external meeting.

Will Fin send outreach on our behalf?

Fin drafts outreach as a starting point. Your team stays in control of what actually goes out.

Request a trial

Meet Fin today

Connect with us to take Fin for a test drive and see how Fin will transform your private wealth prospecting.

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