Evergreen Wealth, Apex Fintech Solutions Partner to Boost Wealth Management Solutions 

Tech-driven registered investment advisor Evergreen Wealth has collaborated with Apex Fintech Solutions to bolster its wealth management platform, Dynamic Portfolios. 

Evergreen has chosen Apex’s investment platform, AscendOS to power its Dynamic Portfolio, which emphasizes maximizing net returns after taxes, for ultra-and high-net-worth individuals and families. 

Apex launched Apex Ascend last August, which is a cloud-based investment infrastructure aimed at navigating risk factors based on the demands of clients. The platform’s capabilities include automated trading and rebalancing and real-time custodial data. 

“Apex AscendOS is the flexible, API-driven platform that allows digital-native firms like Evergreen Wealth to build the future of wealth management,” Bill Capuzzi, CEO of Apex Fintech Solutions, said. “We’rethrilled 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.” 

In October, industry executive Bill Harris, former CEO of PayPal and Intuit launched Evergreen Wealth, as he stated that the industry needs a “technological makeover” 

Evergreen Wealth provides financial planning, investment portfolio analysis, investment management, and tax planning through an artificial intelligence engine. The firm employs a range of tax strategies — including direct indexing — to help investors offset, reduce, defer, or in some cases even eliminate taxes on their investments.