Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to announce the upcoming launch of Apex Alts, a groundbreaking solution designed to democratize access to alternative investments for customers of broker dealers, advisory firms, and other wealth management companies.

Apex Alts will provide eligible investors with seamless access to a wide range of alternative asset classes — such as private credit, limited partnerships, private equity, non-traded REITs, bespoke funds, and more — all directly through traditional brokerage accounts. With Apex Alts, investors can explore and diversify into alternatives, using a purchasing process similar to trading equities, mutual funds, or ETFs.

By embedding alternative investments into the standard brokerage infrastructure, Apex Alts helps firms offer more diversified portfolio options to their investors. Historically, alternative investments have been limited to institutional players or ultra-high-net-worth individuals due to accessibility, cost, and operational complexity. Apex Alts changes this paradigm by:

• Lowering the barriers traditionally associated with these asset classes, such as bifurcated investor experiences and the higher cost of servicing these assets;
• Consolidating core services — trading, custody, reconciliation, and investor documentation — through the Apex Ascend^TM infrastructure;
• Providing “bring your own funds” distribution capabilities via the network;
• Customization of additional asset classes, diversification, and streamlined investing experience; and
• Enabling a better investor experience with real-time new account onboarding, customization of asset allocation, and expanding the Total Addressable Market (TAM) of Apex clients and participating fund issuers.

“With Apex Alts, we’re democratizing access and empowering every interested and qualified investor with a streamlined, intuitive product,” said Bill Capuzzi, Chief Executive Officer of Apex Fintech Solutions. “By offering a robust solution for clearing, custody, fund discovery, trading, reporting, and administration, we're fundamentally transforming the alternative investment experience for clients. And with our Apex Alts Marketplace, we’re significantly expanding investor choices, too."

Features and Benefits

• Simplified Access Through Brokerage Accounts: Apex Alts integrates alternative investments directly into existing brokerage accounts, eliminating the need for separate platforms and manual paperwork. Clients can now manage traditional and alternative investments side-by-side on Apex Ascend, our cloud-native trading, clearing, and custody platform, making portfolio diversification more accessible than ever.
• Increased Asset Diversity: Investors and advisors will gain exposure to a broad spectrum of asset types, including hedge funds, funds of funds, private equity, non-traded REITs, private company shares, private credit, limited partnership interests, and business development companies. This expanded asset coverage enables more investors to pursue more sophisticated growth and diversification strategies that were previously out of reach.
• Seamless Integration and Flexibility: Through customizable APIs and user-friendly interfaces, Apex Alts simplifies onboarding and integration for Apex Ascend users — whether they require a turnkey solution or a bespoke setup.
• Scalable Market Connectivity: Apex Alts provides flexibility to meet investors’ evolving needs with options for direct trading, pre-built alternative models, and robust marketplace functionality.
• Bring Your Own Fund: Clients can share their own alts funds and expose them to appropriate buyers, including institutional investors, accredited retail investors, and non-accredited investors in the Apex Alts Marketplace.
• Expose Your Fund to Apex’s Unique Retail Base: For alternative fund issuers, Apex Alts Marketplace can provide exposure to the millions of retail investors on the Apex Ascend platform. Issuers can count on Apex to provide the tools and resources to help integrate seamlessly with our platform, ensuring alts products gain visibility.

Apex Alts will launch in 2025 with full functionality available via Apex Ascend™. As the alternatives platform evolves, Apex plans to introduce additional features, including enhanced marketplace tools and expanded market access — all aimed at delivering superior support for clients and their investors.

About Apex Fintech Solutions

Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke solutions through its Apex Clearing™, Apex Advisor Solutions™, and Apex Silver™ brands. For more information, visit the Apex Fintech Solutions website: www.ApexFintechSolutions.com.

Apex Clearing Corporation, a wholly-owned subsidiary of Apex Fintech Solutions Inc., is an SEC registered broker dealer, a member of FINRA and SIPC, and is licensed in 53 states and territories. Securities products and services referenced herein are provided by Apex Clearing Corporation. FINRA BrokerCheck reports for Apex Clearing Corporation are available at: http://www.finra.org/brokercheck

This announcement is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investments. Clients and investors should carefully consider their individual goals, risks, and investment needs before making any financial decision. The alternative investment platform will be made available in accordance with applicable laws and regulations, and subject to any required regulatory approvals. The launch timeline and features are subject to change, and we are under no obligation to update or revise this information except as required by law. For additional details, please refer to our website or contact Apex directly.

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