Wealth management is at a crossroads. Clients are demanding more choice, faster service, and better access to private markets. Yet many firms are still wrestling with manual onboarding, fragmented systems, and limited investment options. The gap between what clients expect and what traditional systems can deliver is widening.
Apex WealthTech bridges that gap. We've built a secure, AI-powered platform that opens up private markets, creates new revenue streams, and helps you deliver the service your clients expect. Whether you're a wealth manager, fund manager, private bank, distributor, or family office, we provide the digital infrastructure you need to compete effectively.
It's your complete solution for a market that's moved decisively digital.
Digital infrastructure for the full investment lifecycle
Apex WealthTech manages the full investment lifecycle in one place. Onboarding, digital KYC, custody, capital calls, and distributions are all handled seamlessly. Straight-through processing reduces manual work. Real-time data means managers and advisors can act quickly and confidently.
Here's what makes it different:
- Seamless network connections: direct links within our community of private banks, wealth managers, GPs, LPs, and fund managers
- Smart distribution matching: instant connectivity with private banks, discretionary managers, and family offices
- Complete technology and custody solution: a full capability package for private banks, wealth managers, and selected partners
- Intelligent opportunity matching: investments aligned to client preferences for greater efficiency
- Integrated workflow design: distribution, transactions, and reporting managed through customised workflows that cut friction and support compliance
Our open architecture platform adapts to your business, letting you create branded portals that reflect your firm’s identity. With custody across multiple jurisdictions and full transparency, you stay in control while giving clients seamless access to our marketplace of carefully selected funds and tokenised assets
Connectivity is built in. Apex WealthTech links the wider community of investors and managers, matching opportunities to client preferences and integrating every stage of distribution, reporting, and compliance into one streamlined process.
Opening private markets
Private equity, private debt, and other alternative assets were once accessible only to large institutions. That’s changing. Demand from a broader investor base is growing, and firms need the right tools to respond. Apex WealthTech makes this possible.
For managers, this brings the opportunity to expand client reach and diversify income. For investors, it provides access to opportunities that were previously out of reach. Our platform brings both sides together. Automation reduces operational strain. Insights drawn from sentiment and data improve engagement. Scale is built in, with capacity for more than 50,000 investors and hundreds of funds. Integration is simple, connecting via APIs, SFTP, email, or blockchain.
Confidence built on experience
We’ve been delivering single-source solutions across the investment lifecycle for more than 20 years. With 13,000 professionals based in financial hubs worldwide, we bring the expertise, infrastructure, and reach that managers, allocators, and family offices rely on.
This experience underpins Apex WealthTech. It’s not a standalone product but part of our integrated approach, combining operational strength, regulatory assurance, and digital capability. The result: a solution that drives efficiency, widens access, and positions your firm to compete with confidence.
Book a demo today
Wealth management is moving towards intelligent, integrated, and scalable systems. Apex WealthTech is already there. It simplifies private market access, strengthens investor engagement, and transforms operational performance.
Book a demo today and see how we can help your business grow, connect with more investors, and deliver private market opportunities with confidence.
