CASE STUDY
How Aqua Leverages FINTRX
New York, NY
Location
5-10
Employees
2020
Year Founded
Overview
Aqua is a New York-based alternative investment firm that specializes in private equity. As a leading financial advisory firm, Aqua empowers financial advisors to invest beyond conventional asset classes and access opportunities that are typically only
available to large institutions and ultra-high net worth investors. By democratizing access to these opportunities, Aqua helps advisors offer their clients unique and diversified investment options that are tailored to their specific needs and preferences.
"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
Head of Business Development, Aqua
SUMMARY
Case Study
Aqua is a New York-based alternative investment firm that specializes in private equity. As a leading financial advisory firm, Aqua empowers financial advisors to invest beyond conventional asset classes...
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