Announced
Completed
Synopsis
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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