Apex Fintech Solutions, an innovation launchpad for the global investing ecosystem, has announced a strategic partnership with Wavvest, an AI engine automating professional financial planning, to deliver AI-powered financial planning capabilities to Apex clients.
The collaboration will integrate Wavvest’s planning technology with Apex’s custodial data infrastructure, expanding Apex’s AI Suite — a package of AI-powered tools spanning advisor productivity and platform development capabilities. The suite already includes Ask Ascend for intelligent coding and documentation support and the Agentic Development Kit for rapid integration development and prototyping.
Unlike single-use planning tools, Wavvest’s multi-use AI assistant draws on client data directly from Apex AscendOS APIs to generate comprehensive financial plans, tax analyses, and additional recommendations in minutes. The solution automates tasks that would typically require hours of manual entry in legacy software, covering tax planning, estate analysis, portfolio transitions, and equity compensation, among other use cases. Advisors can also drill into any assumption and verify outputs before presenting to clients.
Future development will see the assistant evolve from a read-only tool to a read-write capability, enabling advisors to approve AI-generated recommendations that automatically execute through Apex’s APIs.
Apex Fintech Solutions provides the infrastructure and cloud-based products that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. Its services span trading, wealth management, cost basis, tax reporting, and — through its subsidiary Apex Clearing — custody, clearing, and FCM infrastructure and operations.
Apex Fintech Solutions CEO Bill Capuzzi said, “At Apex, we’re committed to being AI-forward in everything we build.
“Our goal is simple: enable our clients to save their advisors time and enhance their service capabilities. Through strategic partnerships like this one with Wavvest, we can offer our clients access to cutting-edge tools that fit their process, connected to real-time data, with seamless workflows — no compromises, no workarounds.”
Wavvest CEO Brendan King added: “AI should elevate advisors, not replace them. Through this partnership, we’re embedding intelligence directly into modern, API-first infrastructure. By combining Wavvest’s planning technology with Apex’s institutionalgrade custodial platform, we’re creating a more connected operating environment that allows firms to move faster, operate more efficiently, and serve clients with greater precision. That ultimately frees advisors to focus on what matters most: building lasting client relationships.”
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