Apex Group Acquires Pacific Fund Systems from Pollen Street

Pollen Street Capital Invests in Pacific Fund Systems

December 18, 2020

Software

Pollen Street (PSC Fund IV) has made its first Fund IV investment in Pacific Fund Systems (PFS), the developer of the PFS‑PAXUS fund administration software platform. Pollen Street will join the founding shareholders and work with management to support PFS's next phase of growth, investing in product capability and business development (including expansion into markets such as the US).

Foundation Source Acquires Pacific Foundation Services

June 4, 2025

Professional Services

Foundation Source, the Fairfield, Connecticut-based provider of philanthropic software and services, has acquired San Francisco-based Pacific Foundation Services (PFS). The add-on expands Foundation Source's capabilities in foundation management, increases charitable assets under administration to nearly $40 billion, and brings PFS's team and leadership (CEO Charles R. Casey) into Foundation Source; the transaction was completed on June 4, 2025 with terms undisclosed.

United Capital Financial Advisors Acquires Apexium Financial

November 11, 2025

Financial Services

United Capital Financial Advisors has acquired Apexium Financial LP, adding more than $4 billion in assets under management and expanding United Capital's national presence. The deal strengthens United Capital's advisor base and expands its financial planning-led service model, with legal counsel to Apexium provided by Sidley Austin and Decerno Advisors acting as M&A advisor.

Apex Group Acquires Flow (FTS Tech, Inc.)

April 8, 2025

Cloud & SaaS

Apex Group Ltd. has acquired FTS Tech, Inc. (trading as Flow), a private-markets SaaS platform that streamlines fund management, onboarding, and investor engagement. The acquisition (Flow brings ~15 employees and $17bn AUA) integrates Flow's technology into Apex's fund administration and middle-office services to expand digital capabilities and deliver an end-to-end private markets infrastructure.

Pollen Street Capital Acquires Etops Group AG

August 6, 2024

Cloud & SaaS

Pollen Street Capital has signed definitive agreements to add Etops Group AG, a Swiss provider of the etopsOS wealth and asset management SaaS platform, to its Pollen Street-backed wealthtech group. Etops’ founder and key shareholders are reinvesting and joining the combined group’s leadership; the deal is an add-on to the consolidator created by Pollen Street in December 2023 and is expected to close in the coming weeks.

Apex Group Acquires Chilean Fund Administrator Finix Group

October 17, 2024

Financial Services

Apex Group Ltd. has acquired Finix Group, a Chilean fund administration and back-office services provider, adding about 100 employees and roughly $10.5 billion in assets under administration. The deal gives Apex an entry into the Andean Latin American market (operations in Chile) and expands its fund- and asset-servicing footprint across Latin America.