Apex Fund Services

Bermuda Founded: 2003 • Age: 23 yrs
Fund administration and middle office solution provider
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About Apex Fund Services

Apex Fund Services is a company based in Bermuda founded in 2003.. Apex Fund Services has raised $30 million across 1 funding round from investors including FTV Capital. The company has 46 employees as of September 30, 2017. Apex Fund Services has completed 4 acquisitions, including Beacon Management, Broadscope Fund Administrators and Custom House Group. Apex Fund Services operates in a competitive market with competitors including Investec, Aviva, Schroders, FNZ and HSBC, among others.

  • Headquarter Bermuda
  • Employees 46 as on 30 Sep, 2017
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Apex Fund Services (Uk) Ltd
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
    $3.73 M (USD)
    -13
    as on Apr 30, 2020
  • Net Profit
    $-43.53 (USD)
    100
    as on Apr 30, 2021
  • EBITDA
    $-43.53 (USD)
    100
    as on Apr 30, 2021
  • Total Equity Funding
    $30 M (USD)

    in 1 rounds

  • Latest Funding Round
    $30 M (USD), Series B

    Jun 07, 2011

  • Investors
  • Employee Count
    46

    as on Sep 30, 2017

  • Investments & Acquisitions
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People of Apex Fund Services
Headcount 1000-5000
Employee Profiles 30
Employee Profiles
People
Chris Mulhern
Group COO
People
Peter Hughes
Founder and CEO
People
Matt Claxton
Global Head of Corporate Solutions
People
Andrew Macklin
General Counsel

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Funding Insights of Apex Fund Services

Apex Fund Services has successfully raised a total of $30M through 1 strategic funding round. The most recent funding activity was a Series B round of $30 million completed in June 2011. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 1
  • Last Round Series B — $30.0M
  • First Round

    (07 Jun 2011)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2011 Amount Series B - Apex Fund Services Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Apex Fund Services

Apex Fund Services has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include FTV Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Private equity investment firm
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Apex Fund Services

Apex Fund Services has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Beacon Management, Broadscope Fund Administrators and Custom House Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Fund administration, tax, depository, and financial services are provided.
2011
Diversified assets are managed across various investment portfolios.
1995
Diversified investment management services are provided globally.
1989
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Apex Fund Services

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Apex Fund Services Comparisons

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Competitors of Apex Fund Services

Apex Fund Services operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, Aviva, Schroders, FNZ and HSBC, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Insurance and asset management services are offered in multiple regions.
domain founded_year HQ Location
Investment management and wealth management services are provided to clients.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Universal banking and financial advisory services are provided globally.
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Apex Fund Services

Apex appoints global Head of ESG Product
Institutionalassetmanager6 years ago
Apex adds to executive committee
Privateequitywire6 years ago

Frequently Asked Questions about Apex Fund Services

When was Apex Fund Services founded?

Apex Fund Services was founded in 2003 and raised its 1st funding round 8 years after it was founded.

Where is Apex Fund Services located?

Apex Fund Services is headquartered in Bermuda.

Is Apex Fund Services a funded company?

Apex Fund Services is a funded company, having raised a total of $30M across 1 funding round to date. The company's 1st funding round was a Series B of $30M, raised on Jun 07, 2011.

How many employees does Apex Fund Services have?

As of Sep 30, 2017, the latest employee count at Apex Fund Services is 46.

What is the annual revenue of Apex Fund Services?

Annual revenue of Apex Fund Services is $3.73M as on Apr 30, 2020.

What does Apex Fund Services do?

Apex provides a product suite covering the core fund administrative services with additional products spanning the full value chain from information delivery and regulatory products to capital introduction services. Apex fund services specializes in fund administration services for private equity funds, hedge funds, fund of funds, managed accounts and family offices. Some of their technology oriented products for funds include APEX247 (online reporting), E-front, nbsp;PFS-PAXUS, Velocity Trade (FX trading).

Who are the top competitors of Apex Fund Services?

Apex Fund Services's top competitors include Investec, Goldman Sachs and HSBC.

How many acquisitions has Apex Fund Services made?

Apex Fund Services has made 4 acquisitions, including Beacon Management, Broadscope Fund Administrators, and Custom House Group.

Who are Apex Fund Services's investors?

Apex Fund Services has 1 investor. Key investors include FTV Capital.

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