FINTRX

The FINTRX MCP Server connects Claude to FINTRX, giving you direct access to the industry’s most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth teams, and family offices. With FINTRX connected, you can search and analyze intelligence across 850,000+ firm and contact records, including 45,000+ RIAs and broker-dealers and 4,500+ family offices. Identify key decision-makers, analyze ETF and portfolio holdings, uncover relationship signals, and build high-conviction prospect lists — all through natural language. Whether you’re distributing funds, raising capital, recruiting advisors, or identifying M&A opportunities, FINTRX turns data into actionable intelligence directly inside Claude.