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Apex Group

Apex Group

Public

Apex Group is now publicly traded

The data on this page reflects Apex Group's private-market history up to the point it went public, including its funding rounds, valuation, and investors.

Last Round

Debt

Jun 24, 2024

Total Funding Raised

$1.5B

Company Overview

Apex Group is a financial services company that provides a single-source solution to asset managers, capital markets, private clients, and family offices.

AI Layer

Application

Keywords

fund administrationfund admincorporate servicesESG advisorydepositary servicescapital marketsdigital bankingregulatory compliancewealthtechentity managementenvironmental social and governanceESGmiddle-office supportassets under administrationAUAfinancial infrastructureoutsourced financial services

Apex Group Comparables

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Apex Group Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
DebtJun 24, 2024
DebtOct 25, 2023
Private EquityMay 26, 2022
Private EquityJul 15, 2021
Private EquityJun 17, 2021
Private Equity
Nov 18, 2020
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Apex Group Investors

Notable investors and investment history

Apex Group investors
InvestorRounds
The Carlyle GroupPrivate Equity, Debt
TA AssociatesPrivate Equity
Mubadala Investment CompanyPrivate Equity
Genstar CapitalPrivate Equity, Buyout/LBO
Goldman SachsDebt
Goldman Sachs Asset Management Private CreditDebt
Carlyle Global CreditDebt, Private Equity
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Apex Group Filings

Explore SEC and related filing metadata, where available.

Apex Group filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Firmographic Details

Headquarters—
Year Founded2003
Last FundingJun 24, 2024

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