Boston – September 15, 2026 -- FINTRX, a provider of private wealth intelligence, has launched an AI agent called Fin that pushes data and alerts directly into email, Slack, Microsoft Teams, Outlook and Google Calendar, extending its existing platform AI into the tools investment professionals already use daily.
Fin Monitors 850,000 Financial Firms and Contacts Without Being Asked
Unlike conversational AI tools that require a prompt, Fin continuously scans the private wealth industry and proactively delivers alerts, prospect lists and meeting-prep briefs. The rollout covers intelligence on more than 850,000 financial firms and contacts, including 45,000 registered investment advisor (RIA) and broker-dealer firms, 790,000 registered reps, over 4,600 family offices, and 1,900 banks and trust institutions.
CEO Says Fin Eliminates Manual List-Building for Client Teams
"Our clients want FINTRX data to show up where they're already working," said Russ D'Argento, founder and CEO of FINTRX. "Fin is always on and learns what clients care about... and pushes FINTRX data and intelligence straight into their email or internal communication channels when something relevant happens and before they even think to ask," he added, noting it saves teams time otherwise spent building briefs by hand.
Fin Builds on Reactive MCP Integrations With Claude, ChatGPT and Perplexity
FINTRX previously rolled out Model Context Protocol (MCP) integrations letting clients pull live data into Claude, ChatGPT and Perplexity on demand. Fin differs by proactively learning client priorities and pushing relevant intelligence automatically, giving clients both hands-on search and do-it-for-you research options.
Fin Delivers Alerts, Prospect Rankings and Automated Meeting Prep
Fin's features include continuous alerts on advisor moves, allocations or firm-level changes; researched and ranked prospect lists by strategy or territory; on-demand reports and briefs pulled from live FINTRX data; and prioritized meeting-prep content synced to a user's calendar.
Standard Access Is Free for All Clients, Premium Free for 45 Days
Every FINTRX client receives standard Fin access at no additional cost, including all alerts and custom notifications. Premium access, which enables two-way conversations with Fin across email, Slack, Microsoft Teams, Outlook and Google Calendar, is free for the first 45 days. Fin operates on the same SOC 2 Type II and ISO/IEC 42001-certified infrastructure as FINTRX's core platform, which also integrates with Salesforce, HubSpot, Microsoft Dynamics, Intapp DealCloud and Snowflake.
FINTRX to Debut Live Fin Demos at Future Proof Festival
FINTRX will showcase Fin's first live demos during a session titled "Frozen Margs & FINTRX AI" at the Future Proof Festival in Huntington Beach, Calif., on Sept. 15 from 2:30 p.m. to 3:30 p.m. at booth #118. The event runs Sept. 14–17.