Apex Group has launched an AI-powered WealthTech platform that aims to expand access to private markets for retail investors.

The financial services provider said the platform would enable wealth managers, private banks, distributers, and fund managers to better serve investors with bespoke investment opportunities in private equity, private credit, and alternative assets.

Its platform aims to remove the barriers of high investment thresholds and liquidity concerns that have restricted retail participation in private markets by allowing wealth managers, private banks, fund managers, and distributors to offer clients “seamless, cost-efficient” access to private assets.

Furthermore, Apex Group said the platform would help firms future-proof their strategies in the evolving private markets and digital asset landscape, while ensuring compliance amid a changing regulatory environment.

The platform aims to digitise processes, reduce administrative burden, and match investors with private investment opportunities, while leveraging blockchain and asset tokenisation to improve transparency, security, and liquidity.

It is supported by Apex Group’s global custody infrastructure and regulatory insights, connecting stakeholders across the private markets ecosystem.

The platform also offers end-to-end digital onboarding, transactions, and KYC, as well as real-time data and performance reporting, API integration, straight-through processing, access to top-performing private market funds, and cross-jurisdictional custody and compliance.

“Our WealthTech platform aims to increase accessibility to an asset class that was previously difficult to invest in by offering technology solutions aligned with changing investor needs,” commented Apex Group group chief product officer, Zion Hilelly.

“By tokenising private equity investments, we are enabling dramatically different liquidity options across multiple jurisdictions and time zones and transforming how the market will operate in the future.

“The time for this advancement is now. Private wealth allocations to private markets are expected to reach $5.1trn by 2030, with $105trn set to transfer between generations in the coming decades.

“Younger investors will accelerate demand for private assets as they seek higher returns, greater liquidity and diversification. Apex Group is providing the technology today to meet the needs of tomorrow’s investor.”

Apex Group global head of digital assets and fund distribution, Daniel Coheur, added: “Apex Group’s WealthTech is the cornerstone of Apex Digital 3.0 - building the infrastructure and rails needed for traditional finance and decentralised finance to interoperate at scale.

“WealthTech enables us to represent both traditional assets in digital form and create natively tokenised assets. This opens new distribution channels, enhances liquidity, and broadens access to markets.

“For fund distribution, this means reaching investors in ways that were previously infeasible, reducing friction across the investment lifecycle, and enabling a seamless connection between issuers, investors, aggregators, and platforms.

“We see WealthTech not merely as a product line, but as a strategic foundation for the next generation of financial services.”

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