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Serving startups with big visions

Launch and grow with Apex. Leverage our flexible fintech infrastructure and modern tools to bring your unique self-directed, robo, or advisory experience to life.

Use the tech provider many founders choose

Of our 200+ clients, many started with us in their planning stages. That’s because we offer:

Cloud-based technology

that can allow you to build better digital experiences

A consultative pre-sales approach

with a team of industry veterans who can help engineer your solution

A modern developer experience

featuring APIs, SDKs, a sandbox experience, and more — so your team can do more, faster

Lower-tech-lift options

including pre-built UIs and, if you’d like, a client mobile app

Flexible platform and modules

designed to create bespoke solutions more quickly

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Start faster, build smarter

With AscendOS’s cloud-based infrastructure, it’s easier to build, integrate, scale — and operate globally.

  • Developer friendly
  • Pre-built technologies
  • Cloud flexibility and scalability
  • Real-time data
  • Enterprise-grade performance, security, and risk mitigation

AscendOS

Meet Apex AscendOS and its many, many features

Our clearing, custody, and trading platform was built in the cloud and designed to meet the expectations of today’s digital investors. AscendOS eclipses legacy platforms with real-time (not overnight) services, automated solutions, and many pre-built tools.

Real-time services replace overnight slowdowns 

  • Account opening and funding in seconds*
  • Real-time ledger and data access
  • Corporate action updates
  • Financial crimes compliance checks
  • 24×5 trading
  • Service experience
  • Corporate action updates

Pre-built tools so you can skip the extra work 

  • Order Management System (OMS)
  • Execution Management System (EMS)
  • Apex Rebalancer
  • Portfolio mapping algorithm
  • Model Marketplace
  • Client-facing portals and mobile apps
  • Apex Cost Basis and Tax
  • AI-powered Apex Insights
  • Flexible APIs, SDKs, and a sandbox experience

Developer portal

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

“Apex provides critical clearing solutions for Stash, helping us better support our millions of customers as they work towards their unique financial goals.”

Brandon Krieg
Stash Co-Founder and CEO

Augmented Advice

Use Augmented Advice to scale up human advice

Where will investors turn when they’ve aged out of robo advising? With 41% of Millennials and 40% of Gen Z* using these algorithmic tools, we’re looking at a significant opportunity to scoop up these clients when they start needing human advice.

That’s why Apex offers a tech-supported, pre-packaged, new business model that blends the robo model with on-demand human guidance. It’s called Augmented Advice, and it’s designed to help you work with next-gen investors earlier in their investing journeys.

The goal of Augmented Advice? Leverage advanced technology to start building deeper relationships with mass-affluent investors now so they’re more loyal to you when they’ve accumulated wealth.

Get fast answers to your questions

Learn why cloud infrastructure matters

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