Apex Fintech Solutions Inc. announced a strategic collaboration with Evergreen Wealth, a digital Registered Investment Advisor (RIA), which will utilize Apex AscendOS to power its Dynamic Portfolios investment platform.
Apex Fintech Solutions Inc. announced a strategic collaboration with Evergreen Wealth, a digital Registered Investment Advisor (RIA), which will utilize Apex AscendOS to power its Dynamic Portfolios investment platform.
Evergreen Wealth, founded by financial services pioneer Bill Harris, former CEO of PayPal and Intuit and founding CEO of Personal Capital, offers tax-aware investment management and AI-powered financial advice. The firm targets affluent and high-net-worth clients, focusing on improving after-tax outcomes and supporting wealth building for individuals and families. Evergreen Wealth provides investors with a hyper-personalized, tax-optimized index of individual securities, tailored to specific goals, risk tolerance, tax rates, and values, aiming to deliver sophisticated after-tax wealth management previously accessible mainly to ultra-high-net-worth clients.
Apex AscendOS is a real-time, cloud-based investment platform designed for scalability and flexibility. It enables fintechs, broker-dealers, and wealth management firms to build next-generation digital experiences through APIs that provide functionalities such as digital account setup, trading capabilities, and real-time custodial data. Apex Fintech Solutions offers essential infrastructure and a comprehensive ecosystem of cloud-based products for trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing, custody and clearing services.
Bill Harris, founder and CEO of Evergreen Wealth, stated that the firm combines human expertise with AI analytics to create a new model for financial advice, blending experienced advisors with advanced technology to produce better client outcomes. He added that Apex’s digital technology and service model help Evergreen Wealth bring new ideas to market faster.
Bill Capuzzi, CEO of Apex Fintech Solutions, commented that AscendOS is a flexible, API-driven platform supporting digital-native firms like Evergreen Wealth in shaping the future of wealth management. He expressed enthusiasm for collaborating with leaders such as Bill Harris and the Evergreen Wealth team to actualize their vision of a “people-plus-technology” wealth management model, emphasizing AscendOS’s role in delivering the high-tech, high-touch experience modern investors anticipate.
