Apex Fintech Solutions

FinTron is a fintech company that delivers investing and banking solutions for mobile-first users. Its consumer platform helps young post-college graduates begin investing through curated portfolios and educational modules that establish a foundation for long-term investing. The company also offers a B2B embedded wealth technology system that consolidates essential financial data and enables tracking of debt, savings, and investing accounts within a single platform, providing users with timely information and updates about their finances and investment activity. This combination positions FinTron to simplify personal finance management and support informed financial decisions for individuals and partner businesses alike.

AdvisorArch is a company that specializes in digital advisory solutions tailored for wealth management organizations. It develops portfolio management software designed to enhance the effectiveness of financial advisors. The offerings include features such as rebalancing automation, direct indexing, goal-based automation, and model management, all aimed at creating exceptional client experiences. Additionally, AdvisorArch provides customizable client settings to meet the unique needs of each advisory firm, ensuring a personalized approach to wealth management. Through its innovative technology, AdvisorArch supports financial advisors in optimizing their services and improving client engagement.

PDQ Enterprises helps to improve investment performance through intelligent trading design and advanced technology. It is a pioneer in equity market structure and innovator of on-demand auction markets.

Silver Management Group is an IT company that offers portfolio management and performance measurement services. It develops seamless, scalable, and innovative business and technology solutions for advisory and wealth management companies.