Providing solutions on the frontline of wealth tech

You and your investors live in a digital-first world — and wealth tech hasn’t kept up. Until now.

Explore our modern technology solutions to discover new ways to build, launch, and scale your own digital investing experience with Apex Fintech Solutions, the company hundreds of clients use to serve millions of investors worldwide.

Explore AscendOS™

Apex AscendOS™

AscendOS is the cloud-native foundation that empowers you to modernize financial operations with integrated, real-time solutions.

Move up your launch date with AscendOS by building only what you need (and plugging into the rest). With our cloud infrastructure, it’s easier to build, integrate, scale — and operate globally.

Explore AscendOS

Try our APIs and SDKs

Core custody and clearing infrastructure

Focused on real-time services, including our prebuilt ledger, embedded data warehouse, trade execution engine, and broad asset class coverage

Digital investing tools

Including rebalancer, direct indexing, model marketplace, and more

Advisor workstation

Designed to minimize tab-hopping for common workflows and customized to your needs

Investor apps and portals

Including white-label and embedded experiences that can help your clients self-service

Modular or end-to-end via APIs

A modern cloud-native solution that lets you build your own unique digital experience

Apex at a Glance

$229 Billion+ Assets under custody

22 Million+ Brokerage accounts

112 Million+ Cost basis accounts

Apex proprietary data as of 12/31/2025.

Who we serve

Large or small, our clients are ambitious

If you’re looking for a modern wealth tech solution, you’ve come to the right place. Apex has a proven track record of helping launch newcomers and supporting industry titans.