> For the complete documentation index, see [llms.txt](https://docs.fintrx.com/aPRlgdohpxH54sBSBBu7/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fintrx.com/aPRlgdohpxH54sBSBBu7/fintrx-mcp.md).

# FINTRX MCP

**Connect AI Assistants to FINTRX's Wealth Management Intelligence Platform**

Search RIAs, family offices, funds, and financial professionals through natural language — powered by Claude, ChatGPT, and Perplexity. 

The FINTRX MCP Server connects leading AI assistants directly to FINTRX, giving you access to the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth teams, and family offices right inside the AI tools you already use.

**Works with:**

* **Claude** by Anthropic
* **ChatGPT** by OpenAI
* **Perplexity**

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 the AI assistant of your choice.