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Andy Efstathiou

Andy is the Banking Sourcing Research Director at NelsonHall where he has global responsibility for Retail and Commercial Banking BPS, Capital Markets BPS, and RPA, AI, and FinTech services in Banking, including consulting, design & deploy, and operations support.

Apexon - Transforming Wealth and Asset Management Services

Vendor Analysis

by Andy Efstathiou

published on May 13, 2024

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Report Overview:

This NelsonHall vendor assessment analyzes Apexon's offerings and capabilities in wealth and asset management services

Who is this Report for:

NelsonHall’s ‘Transforming Wealth and Asset Management Services’ profile on Apexon is a comprehensive assessment of Apexon’s offerings and capabilities for the wealth and asset management sector, designed for:

  • Sourcing managers monitoring the capabilities of existing suppliers of technology and operational services and identifying vendor suitability for wealth and asset management services in RFPs
  • Vendor marketing, sales, and business managers looking to benchmark themselves against their peers
  • Financial analysts and investors specializing in the support services sector.

Scope of this Report:

The report provides a comprehensive and objective analysis of Apexon’s BFS-focused wealth and asset management service offerings and capabilities and market and financial strength, including:

  • Identification of the company’s strategy, offerings, and new developments
  • Analysis of the company’s strengths, weaknesses, and outlook
  • Revenue estimates
  • Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts
  • Analysis of the company’s offerings and Apexon service components
  • Analysis of the company’s delivery organization including the location of delivery centers.

Key Findings & Highlights:

Apexon is a digital engineering services firm. It was formed by merging multiple technology services firms, including Technosoft, Infostrech, Gathi, Saggeza, and Adapty. These firms had expertise in data engineering, UI, UX, Salesforce, e-commerce solutions, and the financial services industry.

Financial services is the largest industry vertical at Apexon, accounting for ~50% of revenues. Its wealth management services business represents approximately half of its financial services business.  

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