Wealth management platform adds AscendOS™ to scale personalized advice for high-income professionals

Apex Fintech Solutions Inc. (“Apex”), the infrastructure powering modern investing, and Range Finance, a financial platform built for high-income households, today announced a strategic alliance to power Range's next phase of growth. Through this collaboration, Range will leverage Apex's cloud-native AscendOS™ platform to deliver an enhanced wealth management experience for its members, including self-directed account openings and transfers, while laying the foundation to expand into broker-dealer services.

Range Finance serves U.S. households seeking to streamline and optimize their finances across investing, tax strategy, retirement planning, cash flow analysis, real estate management, and more. By collaborating with Apex, Range gains access to real-time digital infrastructure, sophisticated portfolio management tools, and the operational capabilities needed to scale.

"Range is helping to reshape what modern wealth management looks like for high-income earners," said Bill Capuzzi, CEO of Apex Fintech Solutions. "Their vision for a unified financial platform aligns with our mission to power frictionless investing experiences. With AscendOS, Range can focus on delivering personalized advice to their members while we handle the complexity of custody, clearing, and trade execution."

A Platform Built for Scale

The alliance equips Range with Apex's AscendOS infrastructure, providing real-time account opening, digital funding, and seamless portfolio management. Range will also utilize Apex Rebalancer, enabling sophisticated investment strategies including direct indexing, custom indexing, and tax loss harvesting capabilities, all managed at scale.

"Our members expect a modern, seamless experience that matches the sophistication of their financial lives," said Fahad Hassan, CEO & Co-founder of Range. "Apex's technology gives us the infrastructure to go above and beyond those expectations while we focus on what we do best: delivering proactive, personalized financial guidance. This collaboration positions us to serve more members and expand our capabilities as our scaling accelerates."

Expanding Capabilities

As a registered investment advisor, Range currently manages assets on behalf of its members. The alliance includes access to a broad range of asset classes, including equities, ETFs, mutual funds, options, margin loans, and fixed income products, with plans to add alternative investments as Range's platform evolves.

About Apex Fintech Solutions

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing.

For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.

About Range

Range is an AI-powered wealth management solution transforming how Americans build and manage their financial futures. Leveraging proprietary data and cutting-edge artificial intelligence, Range delivers comprehensive, expert financial planning—faster, smarter, and without charging AUM fees. For more information, visit www.range.com.

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