M&A Deal Summary

Apex Fintech Solutions Acquires AdvisorArch

On March 12, 2024, Apex Fintech Solutions acquired business services company AdvisorArch

Acquisition Highlights
  • This is Apex Fintech Solutions’ 1st transaction in the Business Services sector.
  • This is Apex Fintech Solutions’ 3rd transaction in the United States.
  • This is Apex Fintech Solutions’ 1st transaction in Pennsylvania.

M&A Deal Summary
Date 2024-03-12
Target AdvisorArch
Sector Business Services
Buyer(s) Apex Fintech Solutions
Deal Type Add-on Acquisition

Target

AdvisorArch

New Hope, Pennsylvania, United States
AdvisorArch is a portfolio management company and modern rebalance for financial advisors. The company standardizes investment allocations through model management and helps increase efficiency by automating rebalancing for financial advisors, fintechs, and retail investors alike. Its automated rebalancer supports tax loss harvesting, direct indexing, fractional share trading, concentrated position management, and more with seamless connectivity to advisors’ portfolio management tools. AdvisorArch is based in New Hope, Pennsylvania.

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Buyer(S) 1

Buyer

Apex Fintech Solutions

New York, New York, United States
Category Company
Sector Business Services
DESCRIPTION

Apex Fintech Solutions is a parent company of Apex Clearing Corporation, a custody and clearing platform that’s powering innovation and the future of digital wealth management, and Apex Pro, a trusted clearing partner to broker-dealers, ATS’s, routing firms, professional trading firms, hedge funds, institutions, and emerging managers. It offers cryptocurrency trading and custody services through Apex Crypto LLC, a wholly-owned subsidiary of Apex Fintech Solutions. Collectively, its suite of solutions creates an environment where companies with the biggest ideas in fintech are empowered to change the world. Apex Fintech Solutions is based in New York, New York.

DEAL STATS #
Overall 3 of 4
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 3 of 4
State (Pennsylvania) 1 of 1
Country (United States) 3 of 4
Year (2024) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-06 PDQ Enterprises

Glenview, Illinois, United States

PDQ Enterprises is an operator of an auction-based alternative trading system (“ATS”) and smart order router that aims to optimize liquidity aggregation for all market participants. PDQ Enterprises was founded in 2003 and is based in Glenview, Illinois.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-15 FinTron

Stamford, Connecticut, United States

FinTron is a cutting-edge financial technology and design agency that specializes in creating high-end digital experiences for investors and advisors globally, subject to FINRA approval. FinTron was founded in 2018 and is based in Stamford, Connecticut.

Buy -
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