All apps & connectors
FINTRX
ClaudeCommunityby FINTRX Inc.
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.
Details
Financial ServicesData AnalyticsProductivity
Listed Aug 18, 2026
by FINTRX Inc.
MCP endpoint:
https://aia.fintrx.com/mcp · streamable-httpAvailable tools (44)
fintrx_get_family_office_aum_accountsfintrx_get_family_office_contactsfintrx_get_family_office_direct_investmentsfintrx_get_family_office_newsfintrx_get_family_office_overviewfintrx_get_family_office_real_estate_investmentsfintrx_get_family_office_related_entitiesfintrx_get_filter_catalogfintrx_get_fo_contact_overviewfintrx_get_list_compositionfintrx_get_list_recordsfintrx_get_list_summaryfintrx_get_list_ticker_exposurefintrx_get_recent_newsfintrx_get_ria_contact_overviewfintrx_get_ria_investor_asset_breakdownfintrx_get_ria_investor_aum_accountsfintrx_get_ria_investor_contactsfintrx_get_ria_investor_contacts_movementsfintrx_get_ria_investor_custodiansfintrx_get_ria_investor_historical_acquisitionsfintrx_get_ria_investor_holdingsfintrx_get_ria_investor_newsfintrx_get_ria_investor_office_locationsfintrx_get_ria_investor_overviewfintrx_get_ria_investor_private_fundsfintrx_get_ria_investor_ticker_positionsfintrx_get_ria_investor_wealth_teamsfintrx_get_user_affinity_datafintrx_get_user_etf_datafintrx_get_user_listsfintrx_get_user_personalization_settingsfintrx_get_wealth_team_historical_blueprintsfintrx_get_wealth_team_newsfintrx_get_wealth_team_office_locationsfintrx_get_wealth_team_overviewfintrx_lookup_family_office_entityfintrx_lookup_ria_entityfintrx_match_filter_valuesfintrx_search_fo_contactsfintrx_search_fo_firmsfintrx_search_ria_contactsfintrx_search_ria_firmsfintrx_search_ria_wealth_teams