Apex Fund Services

Bermuda Founded: 2003 • Age: 23 yrs
Fund administration and middle office solution provider
Annual revenue $3.7M Latest available
Total funding $30.0M 1 rounds
Employees 46 Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors 11 Brand Intelligence

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
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Apex Fund Services (Uk) Ltd
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
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.

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.

All
Venture Fund
Investor Description Founded Year Domain Location
Private equity investment firm
Locked Locked Locked
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Investor details for Apex Fund Services

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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.

Investments
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Investment portfolio details for Apex Fund Services

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Fund administration, tax, depository, and financial services are provided.
Locked Locked 2011 Locked
Diversified assets are managed across various investment portfolios.
Locked Locked 1995 Locked
Diversified investment management services are provided globally.
Locked Locked 1989 Locked
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Complete acquisition details for Apex Fund Services

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Financial Statements - Apex Fund Services

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Detailed financials for Apex Fund Services

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Apex Fund Services Comparisons

Apex Fund Services Primary company
Description
Fund administration and middle office solution provider
Location
Bermuda
Founded Year
2003
Annual Revenue
$3.73 M (USD)
Net Profit
-$43.53 (USD)
EBITDA
-$43.53 (USD)
Employees
46
As of 2017
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Peer comparison for Apex Fund Services

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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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Global banking, investment, and wealth management services are offered worldwide.
Locked Locked Locked
Insurance and asset management services are offered in multiple regions.
Locked Locked Locked
Investment management and wealth management services are provided to clients.
Locked Locked Locked
Wealth management solutions are delivered for asset managers.
Locked Locked Locked
Universal banking and financial advisory services are provided globally.
Locked Locked Locked
Commercial banking and asset management services are offered worldwide.
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Detailed competitors of Apex Fund Services

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Latest news on Apex Fund Services

Apex appoints global Head of ESG Product
Institutionalassetmanager7 years ago
Apex adds to executive committee
Privateequitywire7 years ago
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Complete news archive for Apex Fund Services

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Frequently Asked Questions about Apex Fund Services

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

Apex Fund Services is headquartered in Bermuda.

Apex Fund Services is a funded company, having raised a total of $30M across 1 funding round to date.

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

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

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).

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

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

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

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