Dallas firm Apex Fintech Solutions buys AdvisorArch, expanding their services.

TLDR:

• Dallas-Based Apex Fintech Solutions has acquired AdvisorArch to strengthen its RIA Custody & Execution Platform
• The acquisition provides digital advice tools for wealth management firms to build client experiences at scale

Apex Fintech Solutions Inc., a Dallas-based company, has acquired AdvisorArch, a portfolio management company and modern rebalancer for financial advisors. According to Apex, the acquisition will strengthen its RIA Custody & Execution Platform with a suite of digital advice tools that enable wealth management firms to build remarkable client experiences at scale. No financial details were released. The acquisition is seen as a significant milestone in Apex’s journey to empower advisors, providing them with access to advanced, customizable, and scalable rebalancing and direct indexing solutions. AdvisorArch automates processes crucial to providing excellent service to clients, such as standardizing investment allocations and automating rebalancing for financial advisors, fintechs, and retail investors. The acquisition also unlocks benefits, including access to direct indexing without minimum account sizes or transaction amounts. Mike Kerins, former co-CEO of AdvisorArch, will join the Apex team following the acquisition. The platform aims to save advisors time by automating investment processes and enabling them to focus on relationships and planning rather than processing.