Wealth management firms
Large advisory firms targeting the next generation
Investing infrastructure for the modern world built for wealth firms moving toward fintech.
What We Do
Apex lifts investing into real time.
AscendOS is our real-time platform, built from the ground up. It runs beneath every investing experience your firm delivers, in real time instead of overnight. Because the next generation of investors won’t wait until morning.
Who we serve
What We Do
Apex lifts investing into real time.
AscendOS is our real-time platform, built from the ground up. It runs beneath every investing experience your firm delivers, in real time instead of overnight. Because the next generation of investors won’t wait until morning.
Wealth management firms
Large advisory firms targeting the next generation
Broker-dealers
Retail trading platforms looking to modernize
International firms
Companies expanding access to U.S. markets
Banks & credit unions
Financial institutions seeking to add investing
Startups
Firms turning bold ideas into wealth tech realities
Consumer brands
Brand loyalty programs offering stock rewards
401(k) administrators
Retirement providers seeking investing options
Crypto platforms
Apps looking to expand available asset classes
Self-clearing firms
Businesses rounding out their tech stacks
Treasury managers
Solutions putting idle cash to work
- $280B+
- Assets Under Custody
- 1.1B+
- Trades in the Past 12 Months**
- 200+
- Clients
- 42M+
- Brokerage Accounts
- 130M+
- Cost Basis Accounts
- $2.5T+
- Tax Lot Assets†
* Apex proprietary data as of 9/30/26.
** Total trades for the 12-month period ending July 31, 2026. Apex proprietary data as of 07/31/26.
† Our cost basis platform supports $2.5T in client assets. Data as of 8/15/26.
Defy the status quo. Leave legacy tech behind.
AscendOS™ is our cloud-native, API-first clearing, custody, and trading platform. It delivers automations, algorithms, and AI-powered solutions, so our 200+ clients can focus on growth.
We offer a wide array of solutions for all types of investment businesses. Know what you’re looking for? Jump straight there using the links to the right. Want the full tour? Keep scrolling.
What We Do
Apex lifts investing into real time.
AscendOS is our real-time platform, built from the ground up. It runs beneath every investing experience your firm delivers, in real time instead of overnight. Because the next generation of investors won’t wait until morning.
Who We Serve
What We Do
Apex lifts investing into real time.
AscendOS is our real-time platform, built from the ground up. It runs beneath every investing experience your firm delivers, in real time instead of overnight. Because the next generation of investors won’t wait until morning.
Wealth management firms
Large advisory firms targeting the next generation
Broker-dealers
Retail trading platforms looking to modernize
International firms
Companies expanding access to U.S. markets
Banks & credit unions
Financial institutions seeking to add investing
Startups
Firms turning bold ideas into wealth tech realities
Consumer brands
Brand loyalty programs offering stock rewards
401(k) administrators
Retirement providers seeking investing options
Crypto platforms
Apps looking to expand available asset classes
Self-clearing firms
Businesses rounding out their tech stacks
Treasury managers
Solutions putting idle cash to work
EXPLORE
AI analyzing...
Integrations
Compliance
BUILD
apex-sdk.js
import Apex from
createPortfolio ()
const client =
optimize ( risk )
// AI-powered
deploy ()
ADK
PLAN
$2.1K
Current
$8.1K
Projected
AI Planning
Apex AI Suite
Explore. Build. Plan. All AI-powered.
Explore AscendOS capabilities without writing a line of code, build and test your wealth platform and prototypes in days. Let us show you how.
*The graph shown is for illustrative purposes only and does not constitute an actual projection.
quickstart.go
client := sdk.connect(config)
Developer Portal
Start building before you talk to sales.
Modern. Cloud-native. API-first. The Apex Developer Portal gives you full AscendOS API documentation, pre-built SDKs in Java, Python, TypeScript, and Go, and a production-mirrored sandbox — so you can build proofs-of-concept, troubleshoot early, and go deeper with the Agentic Development Kit (ADK) and AI-powered Ask Ascend.
Developer Tools
Built by engineers, for engineers.
The Apex Developer Portal is a complete integration hub. You get full AscendOS API access, AI-powered development tools, and a production-mirrored sandbox, so your team can evaluate, build, and launch with greater confidence.
APIs and documentation
Full REST API access to clearing, custody, and trading infrastructure. Open API specs, endpoint references, and 50+ pre-configured Postman collections so you can start testing in minutes
AI-powered tools
Ask Ascend delivers 24/7 AI-powered technical support and the AscendOS ADK enables agentic AI-assisted development. Feel free to experiment and break things early.
Get Apex AI Suite details
Production-mirrored sandbox
A full test environment with sample data and mock trades so you can experiment freely, break things early, and deploy with greater certainty.
ADK and SDK
Two toolkits. Two approaches. The SDK supports code-first builds with libraries that can eliminate up to 300K lines of boilerplate. The ADK helps power your third-party agentic AI agent.
Modular solutions
Many of Apex’s most powerful capabilities are available as standalone modules. Plug Rebalancer, Cost Basis and Tax, OMS, or EMS directly into your existing stack.
Integration Marketplace
An app store for your stack. Use pre-integrated third-party products, services, wealth tools, market data, and more to help extend AscendOS without writing more code.
See who’s integrated
AscendOS Platform
Opt for Apex-managed turnkey integration.
Apex offers managed, white-label deployment for wealth firms, brokerages, startups, or any business that needs an affordable core tech stack and an accelerated path to market.
Get a branded wealth management platform in just a few weeks without building it yourself. Share your business model requirements and brand assets (logo, color palette, fonts, and more), and we’ll do the building for you.
Unlock growth with technology
Hover over the blue dots to explore five of our 30 customizable brand elements.
See what you can customize in the RTQ by hovering over the blue dots.
Hover over the blue dots to see automated, personalized RTQ results.
White-label customizations
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How to accelerate personalization
Expand your offerings with greater ease
The securities shown are for illustrative purposes only and are not to be considered as a recommendation.
C-Suite Priorities
Why do industry leaders choose Apex?
Because AscendOS’s cloud-native infrastructure enables your business to grow without staffing up, thanks to time-savers such as real-time data, automations, algorithms, and AI-powered tools.
* Most securities accounts can be opened in seconds and funded moments later, enabling trading thereafter.
Keep scrolling
C-Suite Priorities
Why do industry leaders choose Apex?
Because AscendOS’s cloud-native infrastructure enables your business to grow without staffing up, thanks to time-savers such as real-time data, automations, algorithms, and AI-powered tools.
Future driven
Built on Google Cloud, AscendOS is designed to be the foundation your business can grow on for years to come.
- No more overnight batch delays — use real-time infrastructure instead
- Built for today’s AI-powered tools and flexible enough for whatever comes next
- 24×5 trading for global clients and investors who act on breaking news
- Continuous investment in new capabilities so your platform keeps pace
Digital first
Modern investors expect digital everything — and AscendOS delivers. Real-time ledger updates replace shadow ledgers and overnight batch processing. Digital trade execution spans equities, options, alternatives, and more. And a fully branded, white-label mobile app puts your customer experience front and center.
Reliability
When markets move fast and volumes spike, your infrastructure either holds or it doesn’t. AscendOS, built on Google Cloud, is designed to hold.
- Redundant trade routing and execution keeps client transactions flowing — even during peak volumes
- Independent system components keep transaction records secure and easy to recover
- Regular stress testing from our in-house team validates performance before it’s ever tested in the market
Security
Your data. Your clients’ data. Protected around the clock with end-to-end encryption, 24/7 threat monitoring, and role-based security controls.
- AES-256 encryption for all data in transit and at rest
- 24/7 security monitoring via centralized SIEM with 365-day log retention
- Annual third-party penetration testing across network, application, and infrastructure
- Multi-layered malware protection across endpoints, email, and web
Capital strength
Financial stability isn’t just a talking point at Apex, it’s a balance sheet fact. We’re backed by PEAK6, a financial services powerhouse founded in 1997, and our net capital exceeds the regulatory minimum by more than 10x.
For businesses evaluating long-term infrastructure availability, that’s the kind of financial foundation that matters.
* Most securities accounts can be opened in seconds and funded moments later, enabling trading thereafter.
Apex Insights
What's new at Apex.
At Apex, we’re pushing the securities industry forward. Explore our latest thinking on wealthtech innovation, investing trends, and insights from the team behind our modern infrastructure.
Fact Sheet