Offer Alternative Investments Alongside Traditional Asset Classes
Give your customers a way to buy alts that’s as familiar as the ways they buy mutual funds.
Add Alts to the Familiar Mix
With Apex Alts, you can give customers a more seamless experience of buying alternative investments. Delivering them next to your current asset classes.
Give Investors a More Intuitive Way to Access Alts
Historically, alternative investments were held by high-net-worth investors. Now, you have the ability to lower barriers to entry and expand access to this type of asset diversification and potential returns.
Lower the Implementation Lift with One Cohesive Solution
- Make it simpler to get your product or experience to market
- Plug into off-the-shelf accreditation modules and an admin portal
- Enable investor access, registration, and easier advisor administration
Plug into a Connected Alts Marketplace
Take advantage of a wide array of alternative investments from over a dozen established alternative investment issuers.
- Hedge funds
- Funds of funds
- Private equity
- Non-traded REITs
- Private company shares
- Private credit
- Limited partnership interests,
- Business development companies
Or Even Bring Your Own Alt Fund
Share your own alts funds and expose them to millions of appropriate buyers, including institutional investors, accredited retail investors, and non-accredited investors in the Apex Alts Marketplace.
Fund Issuers: Tap into Apex’s Unique Retail Base
Expand your reach and distribution through the Apex Alts Marketplace, where your funds can be exposed to an eager eligible retail customer base seeking differentiated investment strategies.
Get in front of 20M+ appropriate buyers who hold brokerage accounts* on Apex Ascend
For alternative fund issuers, count on Apex to provide the tools and resources to help integrate seamlessly with our platform, ensuring alts products gain visibility.
Unlock the opportunity to scale up alternatives with digital and automated workflows.
* Apex proprietary data as of 12/31/2024.
This announcement is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investments. Clients and investors should carefully consider their individual goals, risks, and investment needs before making any financial decision. The alternative investment platform will be made available in accordance with applicable laws and regulations, and subject to any required regulatory approvals. The launch timeline and features are subject to change, and we are under no obligation to update or revise this information except as required by law. For additional details, please refer to our website or contact Apex directly.
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