Apex Fintech Solutions is teaming up with Allfunds to make global investing easier for firms and investors around the world.
Under the new agreement, Allfunds’ investment platform will be fully integrated into Apex AscendOS, giving U.S. offshore and international firms a much simpler way to offer offshore mutual funds, ETFs, and alternative investments. Instead of juggling connections with dozens of fund providers, firms will be able to access a wide range of global investment options through a single, streamlined system.
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For broker-dealers, RIAs, and fintech platforms, this means less operational complexity and more flexibility. They can expand their investment offerings, support international clients more efficiently, and help investors better diversify their portfolios without adding extra back-office burden. The integrated solution is expected to roll out to AscendOS clients in Q1 2026.
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The partnership is also a meaningful step for Allfunds, which manages more than €1.7 trillion in assets. By plugging directly into the Apex ecosystem, Allfunds gains stronger access to the U.S. offshore market and a broader audience of firms looking to serve global investors.
“Our goal is to grow in key offshore markets, and working with Apex plays a big role in that strategy,” said Daniel J. Alonso, Head of U.S. at Allfunds. “This integration allows us to bring our platform and capabilities to firms that want better, easier access to global investments.”
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Bill Capuzzi, CEO of Apex Fintech Solutions, said the collaboration is about removing friction from the investing process. “This isn’t just about adding more products,” he explained. “We’re taking care of the technical complexity so our clients can focus on what really matters serving their investors and growing their businesses.”
Together, Apex and Allfunds are aiming to break down barriers to international investing, making it more accessible, efficient, and scalable for firms and the investors they support.
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