Apex Wealth Services Overview

  • Founded
  • 2012

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Apex Wealth Services General Information


Provider of investment reporting and administrative services. The company provides family office services to wealthy individuals and their families, including comprehensive net worth reporting and administrative tools that can help investors and their advisors in saving time, reducing portfolio costs, and managing their wealth.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Parent Company
Primary Office
  • 214 West Main Street
  • Ligonier, PA 15658
  • United States
+1 (412) 000-0000

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Apex Wealth Services Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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