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Apex Fintech Solutions and OneVest Announce Strategic Collaboration to Transform Wealth Management Technology Landscape
March 4, 2025 – DALLAS, TX — Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, and OneVest, a leader in wealth management technology, have entered into a strategic collaboration aimed at offering modern technology that can help growth-minded companies build unique digital investor experiences or fill gaps in their current tech stacks. This alliance combines the flexible, composable structure of the OneVest platform with the built-for-scale custodial platform from Apex AscendTM. Together, we offer our clients a wider array of flexible technology, giving them more ways to modify, replace, or add new modules without disrupting their entire systems. Furthermore, by integrating the OneVest solutions into Apex Ascend, we expand Ascend’s back-office-focused capabilities by adding a configurable front-end experience for advisors and investors, along with a mobile app. Through this collaboration, Apex clients will be able to access OneVest’s versatile product offerings directly through Apex Ascend, enhancing features and workflows with a minimal lift from their in-house developers. “We are thrilled to partner with Apex Fintech Solutions, a company that shares our commitment to innovation and excellence in the financial industry,” said Amar Ahluwalia, Chief Executive Officer of OneVest. “This collaboration will enable us to leverage Apex’s proven technology to deliver more flexible, efficient, and personalized investment solutions to our clients, empowering them to achieve their financial goals.” "Joining forces with OneVest aligns with our mission to provide advanced technology solutions that drive the future of investing,” said Connor Coughlin, Chief Commercial Officer of Apex Fintech Solutions. “Together, we are set to push the boundaries of what is possible in the investment realm, offering clients unprecedented access to modern advisor tools, digital investor experiences, enterprise management solutions, and much more, all designed to streamline and enhance their digital experiences.” As investors demand more digital investing experiences and firms adapt to meet the needs of the mass market, monolithic platforms will no longer be able to flex and adapt. This alliance between OneVest and Apex will allow both companies to help their clients stay equipped to meet investors’ needs today and tomorrow.
About OneVest
OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. For more information, please visit OneVest.com.
About Apex Fintech Solutions
Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke solutions through its Apex Clearing™, Apex Advisor Solutions™, and Apex Silver™ brands. For more information, visit the Apex Fintech Solutions website: www.ApexFintechSolutions.com.Apex Clearing Corporation, a wholly-owned subsidiary of Apex Fintech Solutions Inc., is an SEC registered broker dealer, a member of FINRA and SIPC, and is licensed in 53 states and territories. Securities products and services referenced herein are provided by Apex Clearing Corporation. FINRA BrokerCheck reports for Apex Clearing Corporation are available at: http://www.finra.org/brokercheck
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NewsOneVest opens the Agentic Wealth OS with MCP for real-time AI data access and agentic action
For RIAs, banks, and broker-dealers, the OneVest MCP Server unlocks secure, real-time AI access to live data, portfolio positions, and pipeline activity, and accelerates what becomes possible when AI tools work together across an entire wealth management ecosystem. NEW YORK, NY – April 28, 2026 – Today, we’re launching the OneVest MCP Server, a Model Context Protocol bridge designed to securely expose wealth management workflows to Large Language Models. Where OneVest's recently released Agentic Wealth OS delivers execution across the wealth management enterprise, the MCP server extends that intelligence into any MCP-compatible AI tool, including Anthropic's Claude, Cursor, and others, connecting it directly to a firm's live environment: live data, current pipeline, outstanding tasks and much more. The AI works from inside the system of record, in real time, not from a snapshot or a data export. Built on an open standard, the OneVest MCP Server does not operate in isolation. 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Because OneVest implements the open MCP standard, firms are not committed to a single AI vendor. The integration works with any MCP-compatible AI today and with whatever tools emerge tomorrow. The firm chooses the AI. OneVest provides the live connection. “No firm should ever have to choose between the AI tools they want and the wealth platform they trust,” said Nathan Di Lucca, CTO of OneVest. “The MCP server is how the Agentic Wealth OS becomes truly ambient. It is the execution layer that lets any AI agent move from conversation to action, inside the system of record, in real time. Most wealth management platforms have this on a roadmap. OneVest offers this today.” The New Standard: An Agentic Wealth OS That Meets Advisors Where They Are OneVest is setting a new benchmark in wealth technology. Not just an AI-native platform that executes inside its own walls, but one that extends that execution to any AI tool a firm chooses to deploy. 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NewsTwo awards. One vision: wealth management, reimagined.
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