← Embedded Finance Index 2026/Vendor

Apex Fintech Solutions

Provider
Retirement / Wealth

Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 3 companies across 1 category.

apexfintechsolutions.com ↗Also analysed as a company — its own stack →Open Banking Tracker profile ↗
CategoriesRetirement / Wealth
Rank#7 of 31 in Retirement / Wealth
Buyers3 companies
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Who uses Apex Fintech Solutions
3 companies disclose Apex Fintech Solutions in their stack
MercuryUnifimoneyília
Buyer mix · 3 of 3 classified
Fintech / Neobank · 1Fintech / SMB banking · 1IT Services / Digital Product Consultancy · 1
US · 2LATAM · 1
What the disclosures say
Mercury
“Mercury Legal page (mercury.com/legal) references 'Apex Customer Account Agreement and Advisor Authorization Form ADV' and 'Mercury Advisory Investment Management Agreement' for Mercury Treasury, confirming Apex Fintech Solutions as the custodian/broker for Treasury accounts.”
Unifimoney
“Apex Fintech Solutions appears in Unifimoney's Trust Center as a reviewed/trusted partner, consistent with Apex's role as a clearing/custody provider for self-directed and robo-advisory accounts.”
ília
“Announced 2025 alliance with Apex Fintech Solutions to build custom investment platforms on Apex's AscendOS API infrastructure for financial institutions in Latin America and the US (https://ilia.digital/en/apex-fintech-solutions-and-ilia/). This is a delivery partnership, not ília operating its own wealth product.”
View source · ilia.digital ↗
The complete buyer list and each company’s full embedded-finance stack are in the Embedded Finance Index report. Represent Apex Fintech Solutions? Claim this profile above to unlock your own full list.
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Alternatives to Apex Fintech Solutions

Other Retirement / Wealth providers in the index, by the number of companies that disclose them. A count of public disclosures, not a ranking of the products.

Drivewealth17 buyers →Vestwell15 buyers →guideline8 buyers →Betterment at Work7 buyers →betterment4 buyers →Empower4 buyers →Atomic Brokerage3 buyers →Citi Investment Capital3 buyers →
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Ranked #7 of 31 in Retirement / Wealth — Embedded Finance Index 2026
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