‘Apex Enhances Portfolio Management with AdvisorArch Acquisition’

Apex Fintech Solutions has taken a significant step to enhance its wealth management services by acquiring AdvisorArch, a portfolio management firm specializing in automated rebalancing and investment allocation tools for financial advisors. This strategic move aims to integrate AdvisorArch’s suite of digital advice tools into Apex’s RIA Custody & Execution Platform, allowing wealth management firms to streamline processes and provide exceptional client experiences on a larger scale.

The acquisition of AdvisorArch will bring automated rebalancing capabilities to help advisors, fintechs, and retail investors standardize investment allocations and increase efficiency through model management and automated rebalancing processes. Priya Malani, the Founder & CEO of StashWealth, praised AdvisorArch for solving critical pain points and providing midsize RIAs with a meaningful edge by simplifying the rebalancing process across multiple models with just a few clicks.

Furthermore, Apex Fintech Solutions is gearing up for a potential initial public offering (IPO) in the United States. After terminating a planned SPAC merger deal in 2021, the company has filed a draft registration statement with the Securities and Exchange Commission, signaling its intent to go public. In addition to its IPO plans, Apex Fintech Solutions has been expanding its offerings and partnerships, including joining forces with Broadridge Financial Solutions in 2023 through its subsidiary, Apex Silver, to enhance tax information reporting for the financial services industry.

Moreover, in 2022, the New York State Department of Financial Services approved the application of Apex Crypto LLC, a crypto-related subsidiary of Apex Fintech Solutions, for a virtual currency license, known as BitLicense. This regulatory approval allows Apex Crypto LLC to operate in the growing cryptocurrency space, further diversifying the company’s offerings.

Overall, these strategic moves underscore Apex Fintech Solutions’ commitment to innovation and growth in the rapidly evolving financial services industry, positioning the company for continued success in the market.