Apex Fintech Solutions Inc. has announced a strategic collaboration with Evergreen Wealth, a next-generation Registered Investment Advisor (RIA), to redefine digital wealth management for affluent and high-net-worth clients. Evergreen Wealth has chosen Apex’s AscendOS™ platform to power its Dynamic Portfolios™, enabling hyper-personalized and tax-optimized investment solutions built around each client’s goals, risk profile, tax rate, and values. The platform’s cloud-based, API-driven infrastructure provides seamless digital onboarding, real-time custodial data, and advanced trading capabilities bringing institutional-grade wealth management tools to a wider range of investors. “We combine human expertise with AI analytics to create a new model for financial advice. It’s the best of both worlds: experienced advisors plus advanced technology, which is designed to produce better outcomes for our clients,” said Bill Harris, Founder and CEO of Evergreen Wealth.
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Bill Capuzzi, CEO of Apex Fintech Solutions, added, “Apex AscendOS is the flexible, API-driven platform that allows digital-native firms like Evergreen Wealth to build the future of wealth management. We’re thrilled to collaborate with leaders like Bill Harris and the Evergreen Wealth team to bring their vision of a ‘people-plus-technology’ model of wealth management to life. We’re proud AscendOS is the engine that delivers this high-tech, high-touch experience modern investors expect.” This collaboration reflects a growing trend of blending AI-powered analytics with human advisory expertise to enhance personalization and tax efficiency across the wealth management sector.