APEX Financial Services
APEX Financial Services's Overview
Apex Financial Services is a distinguished financial services firm committed to providing comprehensive and tailored solutions in wealth management, investment banking, and financial advisory. We empower our clients—individuals, institutions, and corporations—by offering strategic insights, innovative products, and a steadfast commitment to their long-term financial success. Our team of experienced professionals leverages deep market knowledge and a client-centric approach to navigate complex financial landscapes and deliver exceptional results. At Apex Financial Services, we build lasting partnerships based on trust, integrity, and a shared vision for growth.
Where is APEX Financial Services's Headquarters?
HQ Function
The Chicago headquarters serves as the nerve center for Apex Financial Services, housing executive leadership, global strategy development, core operational units, risk management, and primary client relationship management teams.
Notable Features:
Our headquarters features modern, open-plan office spaces designed for collaboration, advanced financial technology infrastructure, secure client meeting facilities, and amenities promoting employee well-being. The building offers panoramic views of the city skyline and Lake Michigan.
Work Culture:
The work culture at Apex Financial Services' headquarters is dynamic, results-oriented, and collaborative. We foster an environment of continuous learning, innovation, and mutual respect, encouraging employees to achieve their full potential while upholding the highest ethical standards.
HQ Significance:
Its location in Chicago provides Apex Financial Services with direct access to major financial exchanges, a rich talent pool, and a diverse range of corporate clients and institutional investors, enhancing our ability to serve clients effectively and stay at the forefront of market trends.
Values Reflected in HQ: The headquarters' design and operational ethos reflect Apex Financial Services' core values of excellence, integrity, client focus, and innovation, providing an environment conducive to delivering superior financial solutions.
Location:
Apex Financial Services maintains a strong global presence with key offices in North America, Europe, and Asia. This international network enables us to provide localized expertise and globally integrated financial solutions. Our teams worldwide support functions including investment banking, wealth management, asset management, research, and corporate advisory, ensuring seamless service for our diverse international clientele.
Street Address:
233 S Wacker Drive
City:
Chicago
State/Province:
IL
Country:
USA
APEX Financial Services's Global Presence
New York, NY, USA
Address: 55 Hudson Yards, New York, NY 10001, USA
To provide comprehensive financial services to clients in the Northeastern United. States and facilitate access to one of the world's largest financial centers.
London, UK
Address: 25 Cabot Square, Canary Wharf, London E14 4QA, United Kingdom
To expand Apex Financial Services' reach in Europe, Middle East, and Africa, leveraging London's status as a global financial capital.
Singapore, Singapore
Address: 1 Raffles Quay, North Tower, Singapore 048583
To cater to the growing financial needs in the APAC region and provide a gateway to Asian markets for global clients.
Buying Intent Signals for APEX Financial Services
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Executive Team of APEX Financial Services
As of April 2025, APEX Financial Services' leadership includes:
Investors of APEX Financial Services
APEX Financial Services has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Apex Financial Services has strategically strengthened its leadership team over the past year with key appointments in operations and technology, alongside a notable retirement from a senior wealth management role.
Departures
New Appointments:
Technology (Tech Stack) used by APEX Financial Services
Discover the tools APEX Financial Services uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
APEX Financial Services Email Formats and Examples
Apex Financial Services primarily utilizes the first_initial.last (e.g., j.doe@apexfinancialservices.example.com) or first.last (e.g. jane.doe@apexfinancialservices.example.com) email format for its employees. Variations may exist based on department or region.
first.last@apexfinancialservices.example.com
Format
jane.doe@apexfinancialservices.example.com
Example
90%
Success rate
News and media
Apex Financial Services Press Release • 2024-05-15
Apex Financial Services Expands Its ESG-Focused Investment Portfolio
Apex Financial Services today announced a significant expansion of its Environmental, Social, and Governance (ESG) focused investment offerings, responding to growing client demand for sustainable and responsible investment options....more
Chicago Business Chronicle • 2024-03-20
Apex Financial Services Recognized as a Top Workplace in Chicago for 2024
Apex Financial Services has been named one of Chicago's Top Workplaces by the Chicago Business Chronicle, highlighting its commitment to employee satisfaction, professional development, and a positive corporate culture....more
Financial Markets Today • 2024-02-05
Apex Financial Services Reports Strong Q4 Earnings, Cites Robust Advisory Performance
Apex Financial Services released its fourth-quarter earnings, showcasing strong growth driven by its investment banking and wealth management divisions, with particular strength in M&A advisory services....more
Highperformr’s free tools for company research
Explore Employees by Region or Country
See where a company’s workforce is located, by country or region.
View Funding Details
View past and recent funding rounds with amounts and investors.
Understand Revenue Insights
Understand company revenue estimates and financial scale.
Track Active Job Openings
Track active roles and hiring trends to spot growth signals.
Review Product and Offerings
Discover what a company offers—products, platforms, and solutions.
Get SIC or NAICS Codes
Get the company’s official SIC and NAICS classifications.
Analyze Website Traffic Trends
Analyze visitor volume, engagement, and top traffic sources.
Discover Social Profiles and Engagement
Explore LinkedIn, Twitter, and other active social profiles.
Identify Top Competitors
Identify top competitors based on similar business traits.
Research and Discover Companies with Highperformr — Smarter, Faster
Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.
Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.
- Track intent signals to find buyers who are actively in-market
- Enrich contacts and companies instantly, no need to switch tools
- Automate workflows to stay ahead of every change
- Connect your CRM & tools for seamless data sync and activation
Thousands of companies, including APEX Financial Services, are just a search away.