List of Apex AscendOS Customers
Dallas, 75201, TX,
United States
Since 2010, our global team of researchers has been studying Apex AscendOS customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Apex AscendOS for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Apex AscendOS for Asset and Wealth Management include: Facet Wealth, a United States based Insurance organisation with 300 employees and revenues of $35.0 million, Zoe Financial, a United States based Banking and Financial Services organisation with 60 employees and revenues of $15.0 million, Evergreen Wealth, a United States based Banking and Financial Services organisation with 54 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using Apex AscendOS, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Apex AscendOS customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Evergreen Wealth | Banking and Financial Services | 54 | $10M | United States | Apex Fintech Solutions | Apex AscendOS | Asset and Wealth Management | 2025 | n/a | In 2025, Evergreen Wealth implemented Apex AscendOS to power its Wealth Management Platform in the United States, deploying the vendor platform as the core technology for its Dynamic Portfolios tax-optimized wealth management offering. The implementation positions Apex AscendOS to support Evergreen Wealths advisor- and AI-driven services and to provide an operational backbone for client onboarding, portfolio construction, and trading workflows. Apex AscendOS was configured to enable real-time account opening, trade execution, custody interactions, and tax-aware portfolio features, with Dynamic Portfolios used to deliver tax optimization and portfolio rebalancing capabilities. The deployment leverages Apex AscendOS APIs to surface account lifecycle events, portfolio analytics, and execution instructions into Evergreen Wealths advisory workflows. Integrations were implemented via AscendOS APIs to connect onboarding and account opening flows with custodial and trading rails and to feed tax-aware portfolio calculations into advisor interfaces. The operational scope is focused on Evergreen Wealths U.S. advisory business, aligning front-office advisor tools and AI-driven portfolio signals with back-office custody and trade settlement processes. Governance emphasis centered on API-driven orchestration and modular capability enablement, enabling Evergreen Wealth to iterate on advisor workflows and product packaging. Vendor communications explicitly cite faster time-to-market and scalability as anticipated outcomes from the Apex AscendOS implementation, and the system is positioned to support continued expansion of advisor-facing and AI-enabled product features. | |
 |
Facet Wealth | Insurance | 300 | $35M | United States | Apex Fintech Solutions | Apex AscendOS | Asset and Wealth Management | 2018 | n/a | In 2018, Facet Wealth implemented Apex AscendOS in the category to scale client onboarding and improve advisor productivity across its U.S. member base. Facet Wealth deployed Apex AscendOS to centralize custody and clearing, digital account opening and funding, and back office automation capabilities for its advisory operations. The Apex AscendOS deployment emphasized account opening, custody and back office APIs as core functional modules, enabling automated client onboarding workflows, electronic funding rails, and custodial settlement processing. Configuration work focused on workflow orchestration for advisor led onboarding, API driven account provisioning, and reconciliation automation tied to custody and clearing operations. Operational coverage centered on the U.S. member base and advisor teams, with the implementation serving client onboarding, advisor servicing, and operations functions. The solution leveraged Apex technology across custody and clearing, digital account opening and funding, and back office automation to align front office advisor workflows with back office settlement and reconciliation activities. Governance adjustments included formalizing automated onboarding workflows and advisor escalation paths, and embedding API governance for account opening and custody endpoints. The implementation delivered on stated objectives to scale client onboarding and improve advisor productivity, with Apex AscendOS positioning Facet Wealth to centralize custody related processing and streamline advisor facing operations. | |
|
|
Zoe Financial | Banking and Financial Services | 60 | $15M | United States | Apex Fintech Solutions | Apex AscendOS | Asset and Wealth Management | 2024 | n/a | In 2024, Zoe Financial implemented Apex AscendOS in the Apps Category . The deployment used Apex AscendOS as an advisor-centric, cloud-native platform to support digital account opening, funding, portfolio rebalancing, and automated back-office workflows for registered investment advisors in the United States. Configuration centered on vendor-hosted, cloud-native components of Apex AscendOS with functional modules for digital account onboarding, funding rail orchestration, automated rebalancing, and back-office task orchestration. The implementation emphasized advisor workflow automation and account lifecycle orchestration, aligning application configuration with advisor-facing onboarding and client funding processes. Operational coverage targeted Zoe Financial operations, advisor onboarding teams, and client service functions supporting US-based RIAs, with the platform operating as the primary digital account and back-office engine. Integrations are limited to those described by the vendor, with the implementation leveraging Apex AscendOS native capabilities rather than named third-party connectors in the provided materials. Governance and process changes focused on formalizing automated back-office workflows and shifting manual reconciliation and account setup tasks into platform-driven processes, with runbooks and controls mapped to the Apex AscendOS modules. Outcomes documented in the case study include reduced manual back-office work and faster onboarding for advisors and clients, reflecting operational streamlining achieved through Apex AscendOS. |
Buyer Intent: Companies Evaluating Apex AscendOS
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||