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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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