Apex Wealth Services Overview

  • Year Founded
  • 2012

Year Founded

  • 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
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Corporate Office
  • 214 West Main Street
  • Ligonier, PA 15658
  • United States

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Apex Wealth Services Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Apex Wealth Services FAQs

  • When was Apex Wealth Services founded?

    Apex Wealth Services was founded in 2012.

  • Who is the founder of Apex Wealth Services?

    Christopher Turner is the founder of Apex Wealth Services.

  • Where is Apex Wealth Services headquartered?

    Apex Wealth Services is headquartered in Ligonier, PA.

  • What industry is Apex Wealth Services in?

    Apex Wealth Services’s primary industry is Other Financial Services.

  • Is Apex Wealth Services a private or public company?

    Apex Wealth Services is a Private company.

  • What is Apex Wealth Services’s current revenue?

    The current revenue for Apex Wealth Services is 000000.

  • When was Apex Wealth Services acquired?

    Apex Wealth Services was acquired on 09-Feb-2015.

  • Who acquired Apex Wealth Services?

    Apex Wealth Services was acquired by The Leo Group.

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