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Apex

In PWD coverage since August 15, 2026 · 14 stories

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Sep 30, 26Deal closed — coverage

Sep 15, 26Deal announcedMeta — coverage

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Schwab offers an informal welcome to Fidelity's sub-$100 million custody clients

The custodian says it already serves 11,000 micro-practices, but stops short of a promise as Apex, Altruist and Robinhood's TradePMR also say they are open.

RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline

energy · Oct 1Apex secures financing for 150-MW Illinois solar project, with no terms disclosed

capital · Sep 23Grid access is being optioned, not pooled

RIA · Sep 23A software vendor admits the software slice is too thin

move · Sep 22Altruist's AI head start makes custody choice a technology bet

RIA · Sep 22Schwab bought AI access; Altruist owns the client record

Features · Sep 19Wealth tech's margin moves to the governed record

energy · Sep 16Meta clears the way for Apex's 144-MW Texas solar park

Features · Aug 29State Street and LPL recruit the platform builders

the_wrap · Aug 18UK's first RIF goes live with £118m and a £700m target

the_wrap · Aug 18First UK Reserved Investor Fund opens with housing as its test

Data · Aug 16Wealth Managers Are Launching Funds as Fast as They're Buying Firms

Features · Aug 15The $2B Tollbooth and the Fund That Raised Nothing

Apex

Schwab offers an informal welcome to Fidelity's sub-$100 million custody clients

The Family Office Daily Briefing