The Future of Advisory Is Immediate

With real-time advisor tools from a modern custodian, you can now open up new ways to resonate with clients and pursue growth at scale.

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The Next-Level Custodian, Proven at Scale

You may not have heard of Apex, but we are hiding in plain sight serving millions of end-investors. We are a leading custodian behind many of the investing apps that have helped define a generation of client expectations.

Now we’re here to help advisors thrive in the world we’ve helped create.

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Source:
Apex data as of 6/30/24. Data for other custodians derives from publicly reported figures. “Pershing at a Glance,” Pershing.com, accessed 9/6/24. “About Schwab” aboutschwab.com/our-company, accessed 9/6/24. “About Fidelity- Our Story,” Fidelity.com, accessed 9/6/24. SEI figures from Tiburon Strategic Advisors, June 11, 2023, Apex proprietary data as of 6/30/24.

Paths to Scalable Growth within Reach

Apex clients use our technology and services to unlock new potential scale.

Mass Affluent Investors

Through tools and offering that help you expand your addressable market

Next-Gen Investors

Through digital experiences proven to resonate with modern investors

Potential Organic Growth

Through back-end efficiencies and capabilities built for scale

Where Did All the Organic Growth Go?

Read our whitepaper to learn how a modern custodian can help you pursue scalable growth.

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Helping Advisory Firms Resonate with the Next Generation

Average Age of End-Investors (Weighted by Assets)

This metric averages the age of investors served by an RIA firm, weighted by the amount of assets owned by each investor. It helps reveal where a firm’s book of business is in the client lifecycle.  Apex proprietary data as of 5/1/23.  Fidelity Institutional Insights, “The 2023 Fidelity RIA Benchmarking Study,” 2023.

We’re a leading custodian behind some of the investing apps that have helped define a generation of client expectations. Now we’re here to help advisors thrive in the world we’ve helped create.

Serve clients the ways that they now expect and demand
Harness the power of next-level tools like Apex AstraTM

Helping All-in-One Platforms Differentiate at Scale

Our modular APIs and veteran team help collaborators like Advyzon and Orion stand out in competitive markets.

Reducing the operational friction of low value tasks
Delivering greater control of the advisor experience
Enabling expanded offerings and capabilities

Use Case: Orion x Apex

First impressions matter. For investors, account opening can be the first clue that they’ve stepped back in time to a less digital era.

That’s why Orion collaborated with Apex to integrate real-time account opening into their TAMP (turnkey asset management platform) — because next-gen investors expect immediacy.

Read Orion Case Study

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