Apex Fintech Solutions to Acquire FinTron to Enhance Digital Wealth Management

Apexon and Infostretch Complete Merger to Form Combined Digital Engineering Services Platform

April 13, 2022

IT Services

Technosoft Corporation, doing business as Apexon, and Infostretch Corporation have completed their merger. The combined company will operate under the Apexon brand, with ownership continuing through funds managed by Goldman Sachs Asset Management and Everstone Group, and will bring together digital experience, engineering, and data/AI capabilities for enterprise clients.

Bakkt Completes Acquisition of Apex Crypto

April 3, 2023

Cloud & SaaS

Bakkt Holdings, Inc. completed its acquisition of Apex Crypto LLC after securing all required regulatory approvals. The deal expands Bakkt’s cryptocurrency product offering and helps it scale through Apex Fintech Solutions’ 220+ client base, including fintechs, trading apps and neo-banks.

Apex Fintech Solutions Acquires AdvisorArch

March 12, 2024

Financial Services

Apex Fintech Solutions has acquired AdvisorArch, a portfolio management and automated rebalancing platform for financial advisors. The acquisition integrates AdvisorArch’s rebalancing, tax-loss harvesting and direct-indexing capabilities into Apex’s RIA Custody & Execution Platform to expand digital-advice functionality for RIAs, fintechs and retail investors.

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.

Finastra to Sell Treasury and Capital Markets (TCM) Business to Apax Funds

May 19, 2025

Software

Finastra has entered into an agreement to sell its Treasury and Capital Markets (TCM) business unit to an affiliate of the private equity firm Apax. Upon completion, TCM will be rebranded and operated as a standalone business, with the Apax Funds supporting investment in product development, technology infrastructure, and customer experience.

Fusion92 Acquires TRAK Data

November 16, 2023

Data & Analytics

Marketing transformation firm Fusion92 has acquired TRAK Data, a Toronto-founded AI-driven SaaS data modeling platform that creates predictive audience lists for marketers. The TRAK team will join Fusion92's Data & Analytics department and the platform will be integrated into Fusion92's product suite to expand its data-science and audience-targeting capabilities.