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Announced

Completed

Apex Fintech Solutions completed the acquisition of AdvisorArch.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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FinTech

Completed

fintech

Acquisition

Domestic

digital wealth management

United States

Majority

Private

Friendly

Single Bidder

Synopsis

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Apex Fintech Solutions, the fintech for fintechs powering innovation and the future of digital wealth management, completed the acquisition of AdvisorArch, a company that offers a suite of digital advice tools that enable wealth management firms to build client experiences. Financial terms were not disclosed. “Our long-standing commitment to advisory has led us to adapt our world class fintech brokerage offerings to suit the evolving needs of the next generation of financial advisors. This acquisition strategically fills a crucial gap in our platform, providing access to the most advanced, customizable, and scalable rebalancing and direct indexing solution on the market. This marks a significant milestone in our journey to empower advisors,” Bill Capuzzi, Apex CEO.

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