Apex Group Unveils AI-Driven WealthTech Platform to Open Private Markets to Retail Investors
Technology-First Approach
The to create a digitally enabled ecosystem for private investments. Key features include:
- AI-powered matching of investors with curated opportunities in private equity, credit, and alternatives.
- Tokenization of assets to enhance transparency, security, and liquidity.
- End-to-end digital onboarding, including KYC, transactions, and reporting.
- Seamless API management systems.
- Cross-jurisdictional custody and compliance, supported by Apex’s regulatory insights spanning more than 50 countries.
The platform’s digitized processes aim to cut administrative burdens, improve efficiency, and provide real-time performance reporting. By embedding straight-through processing and institutional-grade custody infrastructure, Apex Group is positioning the platform as a bridge between traditional wealth management and the digital-first future of finance.
Industry Context
According to recent forecasts, private wealth allocations to private markets could reach $5.1 trillion by 2030, fueled by the $105 trillion intergenerational wealth transfer underway globally. Younger generations, particularly Millennials and Gen Z, are expected to accelerate demand for private assets in their search for higher returns, liquidity, and portfolio diversification. Apex Group’s WealthTech platform arrives at a pivotal moment, giving managers the tools to capture this emerging wave of investor demand.
Executive Commentary
“Apex Group has consistently advocated for democratizing access to private markets, which have historically been challenging for retail investors to enter,” said Zion Hilelly, Group Chief Product Officer. “By tokenizing private equity investments, we’re enabling dramatically diverse liquidity options across multiple jurisdictions and time zones, transforming how the market will operate in the future.”
“The time for this advancement is now,” Hilelly added. “With generational wealth transfer reshaping investment patterns, Apex Group is delivering the technology today that will meet tomorrow’s investor expectations.”
Daniel Coheur, Global Head of Digital Assets and Fund Distribution, framed the launch as part of a broader digital transformation strategy: “Apex Group’s WealthTech is the cornerstone of Apex Digital 3.0 — building the infrastructure and rails needed for Traditional Finance and Decentralized Finance to interoperate at scale. This is not just a product line, but a strategic foundation for the next generation of financial services.”
Strategic Vision
The WealthTech platform builds on Apex Group’s innovations such as Apex Digital 3.0, designed to integrate traditional and tokenized assets within one investment ecosystem. The company envisions a future where wealth managers and distributors can represent both legacy and natively tokenized assets, opening new distribution channels, reducing friction, and enhancing liquidity. For fund managers, this means reaching investors in ways previously impossible, while delivering a seamless connection between issuers, investors, and aggregators.
About Apex Group
Founded in Bermuda in 2003, Apex Group has grown into a leading provider of global financial services, employing more than 13,000 professionals across 50+ countries. Its single-source platform spans capital raising, support, and digital asset infrastructure. Through continuous innovation and its not-for-profit Apex Foundation, the company combines commercial success with a commitment to sustainable impact.
