Range Finance has formed a strategic alliance with Apex Fintech Solutions to support the next phase of its growth and expand its wealth management capabilities for high-income households. Under the collaboration, Range will use Apex’s cloud-native AscendOS platform to provide self-directed account openings and transfers while building the infrastructure needed to expand into broker-dealer services. The partnership gives Range access to real-time account opening, digital funding, portfolio management, custody, clearing, and trade execution capabilities.
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Range will also use Apex Rebalancer to support investment strategies including direct indexing, custom indexing, and tax-loss harvesting. “Range is helping to reshape what modern wealth management looks like for high-income earners,” said Bill Capuzzi, CEO of Apex Fintech Solutions. “With AscendOS, Range can focus on delivering personalized advice to their members while we handle the complexity of custody, clearing, and trade execution.” Fahad Hassan, CEO and co-founder of Range, said Apex’s technology will help the company deliver a seamless experience while focusing on proactive, personalized financial guidance. Range currently operates as a registered investment advisor and manages assets for its members, with plans to add alternative investments as its platform evolves.
