FINTRX, a provider of private wealth intelligence for asset managers, has launched an AI agent called Fin. The tool integrates FINTRX data into email, Slack, Microsoft Teams, Outlook, and Google Calendar. Unlike reactive AI tools, Fin continuously monitors the private wealth industry and proactively pushes alerts, prospect lists, and meeting preparation suggestions to users. The system covers more than 850,000 financial firms and contacts, including 45,000 registered investment advisor and broker-dealer firms, 790,000 registered reps, over 4,600 family offices, and 1,900 banks and trust institutions. All FINTRX clients receive standard access to Fin at no additional cost. Premium access, which enables two-way conversations with Fin across multiple platforms, is free for the first 45 days.

FINTRX, a private wealth intelligence platform for asset managers, has expanded its leadership team with two promotions and a key sales hire. Chris Kiley, who joined in 2017 as the firm's first salesperson, has been named chief revenue officer, whilst Dennis Caulfield has been appointed chief product and data officer. The Boston-based company has also hired Patrick Bendon as director of sales. Bendon brings over a decade of experience from PitchBook Data, where he most recently served as senior director of business development. Founded in 2014, FINTRX provides AI-powered data and intelligence on over 4,000 family offices, 40,000 RIA and broker-dealer firms, and more than 760,000 financial professionals. The company has experienced rapid client and revenue growth in recent years.