Apex Cost Basis and Tax

Formerly known as Apex Silver, Apex Cost Basis and Tax can significantly reduce the time required to do cost basis calculations and tax reporting. Use intraday — no overnight wait required.

5 Heading icon content grid

heading heading

Content Area

heading heading

Content Area

heading heading

Content Area

legal test

5 Heading icon content grid

heading heading heading heading

Content Area

heading heading heading heading

Content Area

heading heading heading heading

Content Area

legal test

Heading Label

test

Sub Heading

1

2

3

4

5

6

Sub Heading

Copy

Apex AI Suite

Real Leagl Copy

AI-powered Ask Ascend is now available in the Apex Developer Portal! Request access now.

Real Legal Copy

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

A digital dashboard displays stock portfolio details, including a graph of account growth, available cash, top 10 holdings as a donut chart, and a breakdown by security type on a blue-purple gradient background.

Real legal stuff

Label

Add Embedded Financial Education From Zogo

Label

Add Embedded Financial Education From Zogo

Prepare now to accept 530A (Trump) Account rollovers from the original trustee, Robinhood, by offering your clients financial and investing education from Zogo. Available to embed into your platform or app from our Integration Marketplace, Zogo provides:

New free lessons specifically about 530A (Trump) Accounts
2,000+ bite-sized lessons for new investors, covering everything from investing basics to saving for major life events
Gamified lessons with incentives that help make learning more fun