About us
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.
Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent
Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.
$3.4trn
Assets serviced
13,000
Employees
100+
Offices
52
Countries
20+
Years in business
14
Time zones
Our journey
2025 - 2024
2025 - 2024
We pioneered the use of blockchain for regulated securities and managed the first listing on Deutsche Boerse Xetra. Our Apex Foundation Charity Gala raised an unprecedented $763,000 for charity, and we launched a volunteering program providing employees with two additional leave days to support local causes.
2023 - 2019
2023 - 2019
This was a phenomenal period of development during which we launched our first ESG offering and digital banking solution, offset our entire lifetime's carbon emissions, supported the launch of the Apex Foundation, and introduced the Women’s Accelerator Network. We also grew in size and capability, expanding our headcount to 11,000 and reached $3 trillion in assets serviced.
2018 - 2014
2018 - 2014
With investment from Genstar Capital we experienced massive growth, surpassing the 1,000-employee mark and reaching $99bn in assets serviced.
2013 - 2008
2013 - 2008
Over this period, we celebrated passing the 300-employee mark and reached $22bn assets serviced.
2007 - 2003
2007 - 2003
In the first five years since we were founded in Bermuda, we opened our first European offices, with Ireland leading the pack.
We understand your need to embrace innovation to thrive in a dynamic environment with evolving regulatory changes
As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing.
Explore our technology
We're more than just a financial services provider
Our vision to drive positive change extends to the Apex Foundation, a charity set up in 2022 to support communities and environments across the world.
The Apex Foundation
Purpose
We are more than just a financial services provider. Our purpose is to drive positive change in the financial services space; across the environment, society, and with good governance to support a more sustainable, inclusive, and responsible future for the industry.
Vision
To be a B2P brand, motivated by people and product. We want to provide a single-source solution with the highest standards of quality, at a fair price point, and delivered by a team of exceptional people that believe in our values.
Mission
To strive every day to be a better business by listening to our clients, living our values, and evolving our offering. To put our people at the heart of our journey, sharing in business success through rewarding high performers with entrepreneurial spirit.
Our values
We care
We care about our work. We care about doing a good job. We care about each other. We don’t do “that’s not my job” – “that’s not in my role”. We strive to put what’s right for the team and our client first.
We promote respect
We don’t have egos. We respect each other. Every role and every person brings value. We listen. We embrace diversity in all guises. We don’t tolerate dismissive behaviour, lack of inclusivity, or bias.
We are exceptional
We go above and beyond. We strive to be the best. We are motivated. We are always learning. We are candid. We are transforming. We are never complacent and we believe in our people.
We drive growth
We drive growth through collaboration and openness. We drive growth through inclusivity. We drive growth through investment in our business and our people. We drive growth through the promotion of excellence.
Our brand family
Bridge Fund Management Limited (“BFML”) is a UCITS management company and AIFM, based in Ireland, offering third party management company and fund governance services to both Irish domiciled UCITS and AIFs.
Visit the Bridge Fund Services website
Clarus Risk is a fintech business founded in 2011 to provide world-class risk and regulatory risk reporting via its proprietary RiskMonitor® platform. Clarus Risk services fund management companies and fund servicers via managed services, Software as a Service (SaaS) and API.
Visit the Clarus Risk website
European Depositary Bank (“EDB”), founded in 1973, facilitates banking, depositary and custody solutions for the Apex Group. As part of Apex, EDB is one of the largest providers of depositary services in Europe for regulated UCITS and alternative funds.
Visit the EDB website
FundRock is a leading UCITS management company and AIFM investment fund manager with regulated entities in 12 countries. FundRock offers fully comprehensive, independent and cost effective Management Company, AIFM and ACD solutions. Our strategy is to deliver service locally, by experts, on a global basis.
Visit the FundRock website
FundRock LIS, founded in 2011, is a Luxembourg headquartered Super ManCo with an office in Dublin. FundRock LIS focus on private equity, real estate, infrastructure and debt asset classes.
Visit the FundRock LIS website here
Holtara is our unique ESG services arm. With a team of 150+ ESG, climate, regulatory, sustainability, and impact specialists, Holtara’s mission is to impact businesses today, for a sustainable tomorrow through its ESG advisory and technology sustainability services. Holtara empowers private market investors, managers and companies to create a legacy they can be proud of, by both achieving their financial goals while also making a positive impact on the world around them.
Visit the Holtara websiteJoin our team
We work to supercharge your unique skills and experience.
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