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.
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.
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
$193 Billion+ Assets under custody
22 Million+ Brokerage accounts
95 Million+ Cost basis accounts
Apex proprietary data as of 7/31/2025.
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.
- Enterprises
- Start Ups
- Embedded Investing Experiences
- Consumer Brands
- Banks & Credit Unions
- 401(k) Sponsors
- International
- Self Clearing Businesses
Apex Library
