FINTRX Launches Proactive AI Agent Fin for Private Wealth Data
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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.