Apex Fintech Solutions has teamed up with wealthtech provider Allfunds to enhance access to offshore investing for investors globally.  

The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system. 

Under the arrangement, US and international firms using Apex will be able to offer clients a broader selection of offshore mutual funds, exchange-traded funds (ETFs), and alternative investments. 

Apex CEO Bill Capuzzi said: “This isn’t just about adding more products. It’s about providing a fully integrated ecosystem that is designed to remove the barriers to global investing. 

“We handle the backend complexity so our clients can focus on what they do best: serving their own clients. This collaboration opens a new world of opportunity for our clients and solidifies our role as the launchpad for global investing.” 

Broker-dealers, registered investment advisers, and fintech companies are expected to see an increase in available investment options for clients, both internationally and within the US offshore market.  

According to the companies, the link-up may also improve operational processes.  

Deployment of the integrated solution for AscendOS clients is planned for the first quarter of 2026. 

Allfunds US head Daniel J. Alonso stated: “Our focus is on driving growth in key offshore markets, and this collaboration with Apex Fintech Solutions is a pivotal part of that strategy. 

“By connecting our platform to Apex’s extensive network, we can provide our comprehensive wealth management solutions to a whole new segment of the market.” 

In June 2025, Citi Wealth partnered with Allfunds to boost service efficiency for clients using the Allfunds platform, aimed at facilitating smoother trade execution, settlement, and reconciliation tasks. 

Allfunds has more than €1.7tn in assets under administration.