Their Challenge

Prior to joining FINTRX, Aqua had been leveraging several databases to source private wealth intel to ultimately reach their goals. These goals centered around curating targeted campaign lists that would help them connect with ideal clients, researching and analyzing direct investments to provide better recommendations, and gaining a deeper understanding of specific sub-markets in the RIA marketplace. However, the data provided by these sources was highly inaccurate and failed to contain the information required to achieve these goals.

The Outcome

As a result, Aqua turned to the FINTRX Private Wealth Data & Research Platform to access its comprehensive and accurate database of financial firms and individuals, dynamic list capability, Chrome extension, HubSpot integration, and data enrichment features. With these new tools, they were able to build targeted marketing lists, find and research direct investments, and analyze specific sub-markets within the RIA ecosystem with greater efficiency and accuracy.

FINTRX provided not only a valuable platform, but also exceptional service to ensure a comfortable adoption and keep users updated on new features. With the help of FINTRX, Aqua has been able to leverage the data set of over 3,700+ family offices, 39,000+ registered investment advisory firms and 750,000+ registered reps to streamline their workflow, save time, and ultimately provide better service to their clients.