Available asset classes
- Equities
- ETFs
- Fixed Income
- Mutual Funds
- Fractional Shares
- Options
- Alternatives
Serving cryptocurrency exchanges and apps
Expand your offerings to include a broad array of asset classes — with the digital, cloud-native investing experiences (not slow legacy tech) that your crypto customers expect.
Explore our investment solutions
Start faster, build smarter
With AscendOS’s cloud-based infrastructure, it’s easier to build, integrate, scale — and operate globally.
- Developer friendly APIs and SDKs
- Pre-built technologies
- Cloud flexibility and scalability
- Real-time data based
- Enterprise-grade performance, security, and risk mitigation
AscendOS
Modernize with cloud-native Apex AscendOS™
Apex AscendOS is built to handle the demands of modern investors who cut their teeth on crypto. Intelligent automations, straight-through processing, flexible APIs, and a modern developer experience are just a few of the features built into this cloud-native platform.
Use these advanced AscendOS services and solutions:
Real-time services
- Account opening and funding in seconds*
- Order Management System (OMS)
- Execution Management System (EMS)
- Ledger and data access
- Corporate action updates
- Financial crimes compliance checks
- Service experience
Automated solutions
- Apex Cost Basis and Tax
- Apex Rebalancer
- Apex Direct Indexing
- Apex Model Marketplace
- AI-powered Apex Insights
*Most securities accounts can be opened in seconds and funded moments later, enabling trading thereafter.
Assets & accounts
More asset classes, more account types
Expand your offerings to help attract and retain all types of investors, including non-U.S.-based customers.
Available account types
30+ types, including:
- Individual
- Joint
- Retirement Individual
- Margin
- Institutional
- Trust
- Entity
- And more
Developer experience
Build your way on your schedule
Use APIs, SDKs, sandbox environments, and real-time support to help accelerate deployment of your bespoke digital experience.
“The Apex Developer Portal has revolutionized our approach to innovation. This invaluable tool amplifies our efficiency and strengthens team productivity.”
Siyuan Guo
Wavvest Cofounder and CTO
The comments expressed here may not represent all client experiences. These statements are not meant to indicate any guarantee of future performance or success.
Ready to expand into traditional investments?
Attract and retain clients who want to diversify their investments beyond cryptocurrencies. Provide your information, and our team will reach out to answer your questions.