A Modern Custodian
Behind the Scenes, Apex Is Already Delivering at Scale
Apex data as of 10/31/23. Data for other custodians derives from publicly reported figures. “Pershing at a Glance,” Pershing.com, accessed 10/26/2023. “Schwab Corporate Fact Sheet 033123,” AboutSchwab.com, accessed 10/26/2023. “We Are Fidelity,” Fidelity.com, accessed 10/26/2023.
As the digital custodian serving more than 21 million end-investors, Apex is proven at scale.
Already Engaging the Next Generation
Average Age of End-Investors (Weighted by Assets)
This metric averages the age of investors served by an RIA firm, weighted by the amount of assets owned by each investor. It helps reveal where a firm’s book of business is in the client lifecycle.
Apex proprietary data as of 5/1/23.
Fidelity Institutional Insights, “The 2023 Fidelity RIA Benchmarking Study,” 2023.
The end-to-end digital experience can make or break client relationships. That’s where our culture of innovation comes in. Time and again, Apex has delivered breakthroughs that enable RIAs to engage modern investors.
Focused on Advisor Capabilities
Led by Proven Advisor Tech Innovators
Our acclaimed technology veterans are creating the modern digital infrastructure that advisors and platform vendors need.*
* Southall, Brook, “Apex nabs Jon Patullo from ‘Schwabtitrade’ to ‘raise the bar’ and make his new firm’s RIA system as ‘frictionless’ as the old one,” RIA Biz, 10/10/22.