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FACT SHEET

Apex Wealth Management Solutions

Discover the automations, algorithms, and AI-powered tools built to help ambitious firms attract and retain mass-affluent investors — efficiently and at scale.

Built for Today’s Mass-Affluent Opportunity

Mass-affluent investors, including Millennials and Gen Z, represent the fastest-growing wealth segment with 38.4 million households accumulating assets faster than any other generation at a 20.9% CAGR*.

Legacy platforms weren’t built to serve these investors. This fact sheet covers the Apex wealth management capabilities designed to change that, from portfolio construction automations and AI-driven planning powered by Wavvest to direct indexing at $1,000 and a range of business models on one technology foundation.