Stay informed with Apex Group
If you would like to get in touch, please complete our enquiry form and a member of our team will get back to you.
Apex WealthTech Solutions
Representing the pinnacle of digital innovation in wealth management, the Apex WealthTech Solution supports your ability to create new revenue opportunities by streamlining private market access for investors.
Get in touch
Built on trust. Driven by AI. Designed to scale.
As leaders in driving digital solutions into fund and asset servicing, we leverage leading technology to help you provide a personal service and seamless digital experience for wealth managers and investors. This modular, AI-powered solution is crafted to navigate the complexities of private equity, private debt, and various private market investments with ease.
Powering the future of distribution
- End-to-end digital infrastructure
Automates the full investment lifecycle: onboarding, KYC, capital calls, custody, and distributions - No SPVs, no setup costs
Structuring via nominee custody reduces costs - Scalable for institutions and platforms
Supports 60,000+ investors and hundreds of funds with real-time data and workflow automation - Multi-jurisdiction regulatory coverage
Regulated and compliant across Europe, Africa, the Middle East, and other key markets
- AI-powered automation
Intelligent workflows reduce manual processing, errors, and operational burden - Investor-centric custody model
Individual-level transparency and control with multi-currency, multi-jurisdiction support - Seamless integration capabilities
Our sophisticated AI-driven integration layer enables straight-through processing via API, SFTP, email, or blockchain, seamlessly connecting with client systems - White-labelled, branded portals
Tailored portals for wealth managers, advisors, and platforms enhance client engagement - Integrated marketplace access
Curated private funds and tokenised assets available through our global distribution network
01 Key benefits
- End-to-end digital infrastructure
Automates the full investment lifecycle: onboarding, KYC, capital calls, custody, and distributions - No SPVs, no setup costs
Structuring via nominee custody reduces costs - Scalable for institutions and platforms
Supports 60,000+ investors and hundreds of funds with real-time data and workflow automation - Multi-jurisdiction regulatory coverage
Regulated and compliant across Europe, Africa, the Middle East, and other key markets
02 Key features
- AI-powered automation
Intelligent workflows reduce manual processing, errors, and operational burden - Investor-centric custody model
Individual-level transparency and control with multi-currency, multi-jurisdiction support - Seamless integration capabilities
Our sophisticated AI-driven integration layer enables straight-through processing via API, SFTP, email, or blockchain, seamlessly connecting with client systems - White-labelled, branded portals
Tailored portals for wealth managers, advisors, and platforms enhance client engagement - Integrated marketplace access
Curated private funds and tokenised assets available through our global distribution network
Who we help and how we add value
01
Distributors and platforms
02
Private banks and wealth managers
03
Family offices and multi-family offices
03
GPs and fund managers
Challenges:
- Navigating complex regulations across jurisdictions
- Integrating with multiple fund managers and legacy systems
- Achieving operational efficiency and automation at scale
- Ensuring seamless onboarding and compliance for investors
- Managing data security and transparency
Benefits:
- Seamless fund access and integration
- Operational efficiency through automation
- Compliance-ready architecture
Challenges:
- Managing complex private market investments
- Ensuring regulatory compliance and cross-border transparency
- Delivering a seamless, client-centric digital experience
- Keeping up with evolving client expectations and market trends
- Demonstrating ROI and value from new technology
Benefits:
- Simplified investment management
- Regulatory compliance
- Client-centric solutions
Challenges:
- Diversifying portfolios with unique, high-quality opportunities
- Accessing institutional-grade private market deals
- Balancing transparency, security, and privacy
- Managing multi-generational wealth and succession planning
- Streamlining reporting across multi-asset, multi-jurisdictional holdings
Benefits:
- Broadened access to opportunities
- Enhanced transparency and security
- Expanded investment options
Challenges:
- Expanding distribution reach to new investor segments
- Engaging investors with digital tools and real-time reporting
- Reducing friction in onboarding and capital calls
- Meeting demands for transparency and compliance
- Differentiating in a competitive fundraising environment
Benefits:
- Enhanced distribution and reach
- Improved investor engagement
- Increased efficiency
01 Distributors and platforms
Challenges:
- Navigating complex regulations across jurisdictions
- Integrating with multiple fund managers and legacy systems
- Achieving operational efficiency and automation at scale
- Ensuring seamless onboarding and compliance for investors
- Managing data security and transparency
Benefits:
- Seamless fund access and integration
- Operational efficiency through automation
- Compliance-ready architecture
02 Private banks and wealth managers
Challenges:
- Managing complex private market investments
- Ensuring regulatory compliance and cross-border transparency
- Delivering a seamless, client-centric digital experience
- Keeping up with evolving client expectations and market trends
- Demonstrating ROI and value from new technology
Benefits:
- Simplified investment management
- Regulatory compliance
- Client-centric solutions
03 Family offices and multi-family offices
Challenges:
- Diversifying portfolios with unique, high-quality opportunities
- Accessing institutional-grade private market deals
- Balancing transparency, security, and privacy
- Managing multi-generational wealth and succession planning
- Streamlining reporting across multi-asset, multi-jurisdictional holdings
Benefits:
- Broadened access to opportunities
- Enhanced transparency and security
- Expanded investment options
03 GPs and fund managers
Challenges:
- Expanding distribution reach to new investor segments
- Engaging investors with digital tools and real-time reporting
- Reducing friction in onboarding and capital calls
- Meeting demands for transparency and compliance
- Differentiating in a competitive fundraising environment
Benefits:
- Enhanced distribution and reach
- Improved investor engagement
- Increased efficiency
Apex investment advisory
With a longstanding track record advising institutional investors, Apex Investment Advisers can partner with wealth managers and private banks to deliver industry-leading investment advisory services that help their clients institutionalise and optimise their portfolios.
We offer bespoke, independent advice across all asset classes, with particular depth in private markets. Our services include strategic asset allocation, fund manager selection, and comprehensive due diligence. Engagements are structured flexibly - available on a retainer or project basis - to seamlessly complement your client offering.
Learn more