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Apex Fintech Solutions Announces Acquisition of AdvisorArch, Bringing a Suite of Technology-Driven Portfolio Management Solutions

Apex adds automated rebalancing and solutions to standardize investment allocations into their product suite

Apex Marketing
Mar 12, 2024 - Last Updated: Mar 13, 2024

DALLAS–(BUSINESS WIRE)–Apex Fintech Solutions Inc. (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management, announced today that it has acquired AdvisorArch, a portfolio management company and modern rebalancer for financial advisors. With this acquisition, Apex will strengthen its RIA Custody & Execution Platform with a suite of digital advice tools that enable wealth management firms to build remarkable client experiences at scale. AdvisorArch automates previously time-consuming processes that are crucial to providing excellent service to our clients.

Namely, AdvisorArch standardizes investment allocations through model management and helps increase efficiency by automating rebalancing for financial advisors, fintechs, and retail investors alike. This automated rebalancer supports tax loss harvesting, direct indexing, fractional share trading, concentrated position management and more with seamless connectivity to advisors’ portfolio management tools.

“Led by a founding team of former industry professionals, AdvisorArch solves for critical pain points that finally give midsize RIAs a meaningful edge,” said Priya Malani, Founder & CEO of StashWealth, “The platform allows us to rebalance all of our accounts across multiple models easily with only a few clicks. It saves us so much time.”

“Our long-standing commitment to advisory has led us to adapt our world class fintech brokerage offerings to suit the evolving needs of the next generation of financial advisors,” said Bill Capuzzi, CEO of Apex. “This acquisition strategically fills a crucial gap in our platform, providing access to the most advanced, customizable, and scalable rebalancing and direct indexing solution on the market. This marks a significant milestone in our journey to empower advisors.”

“We see the immense value their automated rebalancer brings to clients,” said Olivia Eisinger, General Manager of Advisory at Apex. “We are excited to build on this value and bring more solutions to the wealth management industry that automate investment processes for RIAs so they can better serve their clients by giving advisors more time to focus on the stuff that matters: relationships and planning, not processing.”

This acquisition will also unlock several additional benefits, including the industry-leading ability for financial advisors to access direct indexing without minimum account sizes or transaction amounts.

“The AdvisorArch team is excited to become part of the Apex family,” said Mike Kerins, former co-CEO of AdvisorArch who will be joining the Apex team. “Our deep integration into Apex’s RIA Custody and Execution Platform will make it seamless for traditional advisors and fintechs to automate their rebalancing process while also offering additional services such as tax-loss harvesting capabilities and direct indexing.”


Apex Fintech Solutions is a fintech powerhouse enabling seamless access and frictionless investing. Apex’s omni-suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke custody and clearing, advisory, institutional, digital assets, and SaaS solutions through its Apex Clearing™, Apex Advisor Solutions™, Apex Silver™, and Apex CODA Markets™ brands. For more information, visit the Apex Fintech Solutions website:



Apex Marketing - Writer for Apex