Apex Group (Charlotte)

Why pick this one

Apex Group services over $3.5 trillion in assets and operates in 52 countries, providing a wide range of financial solutions.

Best for

  • asset managers seeking comprehensive fund services
  • financial institutions looking for innovative technology solutions
  • family offices requiring investment advisory services

Look elsewhere if

  • individuals needing personal banking services
  • small businesses looking for budget-friendly options

Specialties

  • fund administration
  • corporate services
  • investment advisory services
  • ESG and sustainability services
  • digital banking

What makes them different

  • servicing $3.5 trillion+ in assets
  • operates in 52 countries with over 100 offices
  • employs more than 13,000 people
  • single-source financial solutions provider
  • pioneered use of blockchain in regulated securities
Years in business
20+
Serves
Charlotte

Distilled from this business's own website.

Contact & Location

Address
15720 Brixham Hill Ave Ste 206, Charlotte, NC 28277
Phone
7047528996
Website
https://www.apexgroup.com/

Services

  • capital raising
  • fund distribution services
  • business management
  • regulatory and compliance solutions
  • global custody

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