Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Automated portfolio management and trading tools for wealth firms, including order management and direct indexing.
Description
AdvisorArch provides digital advice and trading tools for wealth management firms, automating portfolio management, order management, and direct indexing, and was acquired by Apex Fintech Solutions in 2024.
Integrations
AdvisorArch has 2 integrations in our directory
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- Apex Clearing Level 4
- AssetMark Level 4
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APIs and Security
Security checks
None
Public APIs
No
