Apex Fintech Solutions and Allfunds Open a New Gateway to Offshore Investing
Apex Fintech answers and Allfunds have entered a strategic agreement that significantly expands access to offshore investing for U.S. and international firms. Through a deep technical integration, Allfunds’ global wealthtech platform will be embedded directly into Apex’s AscendOS infrastructure, enabling seamless access to a broad universe of offshore mutual funds, ETFs, and alternative investments.
The collaboration brings together two major infrastructure providers at a time when cross-border investing demand is rising. Allfunds administers more than €1.7 trillion in assets globally, while Apex supports hundreds of fintechs, broker-dealers, and RIAs serving tens of millions of end investors. The integration is expected to be available to AscendOS clients in Q1 2026.
By combining Allfunds’ global fund distribution capabilities with Apex’s scalable brokerage and wealth infrastructure, the partnership aims to remove long-standing operational and technical barriers that have historically limited offshore investment access.
Unlocking Offshore Access Through Infrastructure Integration
At the core of the agreement is a full technical integration of Allfunds’ platform within Apex AscendOS, Apex’s cloud-based operating system for wealth and brokerage services. This allows firms using AscendOS to tap directly into Allfunds’ extensive catalog of offshore mutual funds, ETFs, and alternative investments without building or maintaining individual fund house connections.
For broker-dealers, registered investment advisers, and fintech platforms, this represents a material shift in how offshore products can be offered. Instead of managing fragmented relationships across jurisdictions, firms gain a single, automated gateway to international investment products, significantly lowering operational overhead and time-to-market.
The integration also strengthens Allfunds’ presence in the U.S. offshore segment by giving it direct access to Apex’s established ecosystem. With Apex already providing custody, clearing, trading, tax reporting, and wealth infrastructure, the partnership embeds offshore investing capabilities directly into workflows that firms already use.
Meeting Rising Global Investor Demand for Diversification
Global investors are increasingly viewking exposure beyond domestic markets, driven by diversification needs, currency considerations, and access to diverseiated strategies. Offshore mutual funds, ETFs, and alternative have grown in importance as investors look for global equity exposure, international fixed income, private markets, and thematic strategies not always available locally.
Allfunds’ platform supports fund distribution across dozens of jurisdictions and asset classes, with more than €1.7 trillion in . By integrating this capability into AscendOS, Apex enables firms to respond more efficiently to client demand for global portfolios, particularly for U.S. offshore business and internationally mobile investors.
From a strategic perspective, the timing is notable. As wealth becomes more global and client bases increasingly span borders, firms that can offer streamlined access to offshore products gain a competitive advantage. The Apex–Allfunds partnership positions participating firms to scale those offerings without proportionally increasing compliance, technology, or operational costs.
Strategic Implications for Wealth Platforms and Fintechs
The collaboration reflects a broader trend toward consolidation and platformization in wealth technology. Rather than building bespoke connections, firms are increasingly relying on integrated ecosystems that bundle distribution, custody, compliance, and reporting into unified infrastructures. Apex’s role as an “innovation launchpad” is reinforced by adding global fund access to its AscendOS stack.
For Allfunds, the partnership accelerates its . By embedding its services within Apex’s infrastructure, Allfunds extends its reach to a new segment of fintechs and intermediaries that may not have previously had the scale or resources to connect directly to global fund networks.
Looking ahead, the integration may also support broader innovation in cross-border wealth management, including digital onboarding of offshore clients, automated portfolio construction using international funds, and more efficient compliance workflows. As global , infrastructure partnerships like this one are likely to play a central role in shaping how offshore products are accessed and distributed.
