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Apex Group unveils Apex Invest brand for Fund Raising Solutions

31 May 2023

Apex Group Ltd. (“Apex Group” or “The Group”), a global financial services provider, today announces the launch of Apex Invest, including the re-brand of Context365’s technology platform and associated conference and events series designed to connect fund managers, allocators and service providers, both in-person and virtually.

As part of the Group’s strategy - to continually enhance its unique single-source solution and deliver all the services asset managers need, through one convenient and efficient relationship – this development highlights its focus on developing its value-add services through a suite of Capital Raising and Advisory solutions and technologies.

Following a number of acquisitions building out these capabilities, and recent announcement of the launch of its Advisory and Capital Raising services, the Group has now developed Apex Invest, a distinct brand to encompass its increasing breath of connected solutions under one banner.

As part of this evolution, the Context365 brand has been retired, and its AI-enabled SaaS platform and Events and Conferencing business rebranded as apexinvest.io and Apex Invest Events, respectively. Apex Invest’s multi-faceted fund raising solution will support global digital connectivity year-round, alongside a roadshow series of in-person events, providing an unparalleled opportunity for both fund managers and allocators alike to build their networks and identify, and more efficiently evaluate, investment opportunities.

The apexinvest.io platform includes an easy-to-use workflow tool for managing a pipeline of investor leads, complemented by a community and content hub and a product marketplace, accessible through one secure login. Integrated with the highly tailored Apex Invest Events and Conferencing business, apexinvest.io facilitates the online booking of one-on-one meetings between allocators and managers during exclusive in-person experiences.

The platform has already been used by over 2,300 allocators and more than 1,500 funds, with 87% of allocators reporting allocating $45bn+ of funds via the platform; while the experienced events team have hosted over 25 large scale events over the past decade and facilitated 250,000+ meetings with investors from more than 25 countries.

This re-brand marks the beginning of global expansion plans for the traditionally US-focused events business, as the Group plans to expand the Apex Invest conference series to the Middle East, Europe and Asia over the coming years. 

Rosie Guest, Chief Marketing and Communications Officer at Apex Group comments: “The combination of the Apex Invest platform and in-person events series offers a powerful solution to enable and enhance manager and allocator relationships. Apex Invest’s suite of solutions across technology and advisory, embodies our ambition, as a fintech and data-enabled service provider, to deliver innovative solutions in new ways. We are excited to build out the successful event offering into markets outside of the US – to leverage our global connectivity and experience to create value for our clients.”

Georges Archibald, Chief Innovation Officer at Apex Group further adds: “This latest announcement is further evidence of our commitment to the delivery of data-driven solutions disrupting the industry by innovating and delivering frictionless services to help drive our clients’ growth through an intuitive and accessible platform. The apexinvest.io platform provides a powerful digital solution that empowers both fund managers and allocators to build connections and lasting relationships based on data insights. We are excited to continue to expand the platform, its features, and further embed it alongside other technologies within the Group to provide a connected digital experience for clients across the full value chain of their business.”

About Apex Group

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 94 offices worldwide and 12,000+ employees in 38 countries, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry, including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas: the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility.

Press contacts:

Apex Group: Antonia Powell, Head of Media Relations | Antonia.powell@apexfs.com |


The Apex Invest SaaS platform is restricted to fund managers, service providers and allocators that qualify as “accredited investors” within the meaning of Rule 501 of Regulation D under the Securities Act of 1933 and/or “qualified purchasers” within the meaning of Section 2(a)(51)(A) of the Investment Company Act of 1940 and that are domiciled in the United States of America. The information provided on the platform is accurate based on information available when created. Nothing contained in this release shall be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transactions.

It does not constitute any investment, financial, legal or tax advice or otherwise and shall not be relied upon as such. With regard to any information available on the SaaS platform, Apex Group does not make any warranty, express or implied, including fitness for a particular purpose, and hereby specifically disclaims any legal liability (negligence or otherwise) or responsibility for the accuracy, completeness, or usefulness of any information, product, service or process presented and makes no representations thereof.

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