AdvisorArch is now part of Apex Fintech Solutions. Follow us there to stay up to date on our latest updates and news. https://lnkd.in/g7mx7e25
AdvisorArch (Now Apex Fintech Solutions)
Financial Services
New Hope, Pennsylvania 108 followers
Simplify the rebalancing of investment portfolios
About us
AdvisorArch offers a suite of digital advice tools that enable wealth management firms to build remarkable client experiences. Leverage our technology to standardize investment allocations through Model Management, increase efficiency through automated Rebalancing, differentiate with Direct Indexing and customize with TLH & SRI tools.
- Website
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www.advisorarch.com
External link for AdvisorArch (Now Apex Fintech Solutions)
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- New Hope, Pennsylvania
- Type
- Privately Held
- Founded
- 2022
Locations
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Primary
Get directions
580 Union Square Dr
New Hope, Pennsylvania 18938, US
Updates
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We’re excited to announce that AdvisorArch has entered into an acquisition agreement with Apex Fintech Solutions. As a leading force in the industry, Apex facilitates effortless access and smooth investing experiences. This milestone represents a tremendous achievement on behalf of the entire AdvisorArch team and a true testament to the work contributed to making our product exceptional. We look forward to leveraging this partnership to achieve greater heights of success in the fintech industry.
We are excited to announce that we’re broadening our long-standing commitment to advisory services with the acquisition of AdvisorArch. The acquisition will help us expand our suite of cutting-edge digital tools that enable advisors to build incredible client experiences at scale for the next generation of investors. CEO William Capuzzi stated, "This acquisition strategically fills a crucial gap in our platform, providing access to the most advanced, customizable, and scalable rebalancing and direct indexing solution on the market. This marks a significant milestone in our journey to empower advisors.” Read more about our new acquisition here: https://lnkd.in/d2CVvjgZ
Apex Fintech Solutions Announces Acquisition of AdvisorArch, Bringing a Suite of Technology-Driven Portfolio Management Solutions
apexfintechsolutions.com