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FINTRX

Prospecting & lead gen · Data platforms

Family office, RIA and bank/trust intelligence database with AI search, an MCP server for Claude, ChatGPT, Gemini and Copilot, and CRM feeds. ↗ fintrx.com

Verified Oct 26, 2026 against the vendor's own pages

Visit FINTRX Claim listing

Pricing

No public pricing found on the vendor pages we checked (demo/quote).

↗ fintrx.com

Integrations

  • Salesforce
  • HubSpot
  • Microsoft Dynamics
  • Claude
  • ChatGPT

↗ fintrx.com/crm-integrations

Security & compliance claims

  • SOC 2 Type 2 attested

↗ fintrx.com/security

These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.

Our take

MCP/AI connections are listed at https://www.fintrx.com/ai-integration.

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