Client Case Study · Private Equity · Advisor Access

How Aqua Uses FINTRX to BuildTargeted Campaigns & Navigate the RIA Market

AquaPrivate Equity · Advisor Access
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Overview

Founded in 2020 and based in New York, Aqua is an alternative investment firm focused on expanding access to private equity opportunities. The firm works with financial advisors to provide access to investments traditionally available to large institutions and ultra-high-net-worth investors, helping advisors incorporate alternative investment opportunities into their client portfolios.

"The automation and simplicity of the platform is reason enough to sign up, but the true surprise is added value in the level of service that you receive. FINTRX does a tremendous job of ensuring your comfortable adoption of the platform and keeping you continuously updated on new features."
Mike Rieker Mike RiekerHead of Business Development, Aqua
Before FINTRX

The Challenges Before FINTRX

Before FINTRX, Aqua relied on several databases to support its private wealth prospecting and research efforts. The team had clear objectives, from building targeted campaign lists to researching direct investments and analyzing specific segments of the RIA market, but inaccurate data and gaps in available information made those efforts more difficult.

01

Inconsistent Data Across Multiple Sources

Aqua was pulling private wealth intelligence from several databases, but found that the data was often inaccurate and lacked information the team needed to support its goals.

02

Building More Targeted Campaign Lists

The team wanted to curate focused prospect lists that could help connect Aqua with its ideal clients rather than rely on broader, less precise market data.

03

Researching Direct Investment Activity

Aqua needed a better way to research and analyze direct investments as part of its efforts to provide informed recommendations.

04

Understanding Specific RIA Sub-Markets

Beyond identifying individual prospects, the team wanted greater visibility into specific segments of the RIA landscape and the ability to analyze those markets more effectively.

The Decision

Why They Chose FINTRX

Aqua turned to FINTRX for more comprehensive and accurate private wealth data paired with tools that aligned directly with its existing goals. Dynamic lists, data enrichment, HubSpot integration, and the FINTRX Chrome extension gave the team multiple ways to put that intelligence to work across campaign building, investment research, and RIA market analysis.
With FINTRX

Results & Impact

With FINTRX, Aqua was able to address several of the workflows that had previously required multiple data sources. The team now uses FINTRX to build targeted marketing lists, research direct investments, and analyze specific RIA sub-markets with greater efficiency and accuracy—all while incorporating private wealth intelligence more directly into its existing workflow.
Verified Impact 01

More Precise RIA Targeting & Campaign Building

FINTRX gives Aqua the ability to analyze specific sub-markets within the RIA ecosystem and turn that intelligence into targeted marketing lists. Using dynamic lists and detailed advisor and firm data, the team can define the audiences most relevant to its campaigns and build prospect lists around those criteria.

Verified Impact 02

More Efficient Direct Investment Research

Aqua uses FINTRX to find and research direct investments, giving the team a more efficient and accurate way to conduct the investment research that supports its recommendations.

Verified Impact 03

A More Connected Workflow

With HubSpot integration, data enrichment capabilities, and the FINTRX Chrome extension, Aqua can incorporate FINTRX data into more of its existing processes. These tools have helped the team streamline its workflow and save time while working across the private wealth market.

Verified Impact 04

Hands-On Platform Support

For Aqua, the value of FINTRX extends beyond the platform itself. As Mike Rieker, Head of Business Development at Aqua, shared, “The automation and simplicity of the platform is reason enough to sign up, but the true surprise is added value in the level of service that you receive.” The team has also highlighted FINTRX’s support during platform adoption and ongoing communication around new features.

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