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Apex Fintech Solutions
Apex Fintech Solutions offers Ascend Investor, a configurable, API-driven white-label wealth management and trading platform. It provides real-time data, cloud-native infrastructure, algorithmic portfolio workflows, and mobile apps so advisory firms, broker-dealers, fintechs, international companies, and financial institutions can launch or embed investing capabilities faster.
Distributed
Description
Apex Fintech Solutions builds Ascend Investor, a purpose-built, API-driven platform that lets businesses construct their own trading and wealth management experience without building from scratch. It offers pre-built, white-label, configurable UIs for desktop, web, and mobile; APIs and SDKs for flexible integration; and portfolio construction automations such as algorithmically integrated Risk Tolerance Questionnaires, a Model Marketplace, and a Rebalancer. The platform supports a spectrum of investing business models — self-directed, robo, hybrid Augmented Advice, and traditional advisor-led — and provides real-time tools including an embedded data warehouse, real-time ledger, digital account opening and funding, and intraday automated rebalancing via a unified Ascend Workstation command center. The company serves advisory firms and broker-dealers undergoing digital transformation, fintechs seeking embedded investing functionality, international companies wanting access to U.S. markets, and financial institutions such as banks and credit unions looking to add investing services. Supported asset classes include equities, ETFs, fixed income, mutual funds, fractional shares, options, alternatives, and event contracts, across 30+ account types including individual, joint, retirement, margin, institutional, trust, and entity accounts, along with margin lending and fully paid securities lending.Grant Funding
VC Funding
None
2022
$0
$6.5M