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.

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Apex AI Suite

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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

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

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.