About Apex
Regional investment experts
Financial intelligence and local presence to boost the fastest growing regions in the country
With over 12 years in the market, Apex is an investment and financial services platform that offers complete and personalized solutions, designed based on the realities and vocations of Brazilian regional markets. We operate with a consolidated presence in five states – Espírito Santo, Paraná, Santa Catarina, São Paulo and Rio Grande do Sul – and internationally in Portugal.
Our operations are structured into four business areas: Asset Management, Advisory, Investment Banking and Research. These areas operate in an integrated manner, combining industry intelligence, local knowledge and technical capacity to create financial solutions that drive economic development wherever we are present.
Apex's vision is to become the leading regional investment bank in Brazil by 2030. To achieve this, we have adopted a regionalization strategy, which creates a network capable of generating opportunities and delivering consistent results for clients, companies and investors in all geographies in which we operate.
Personal
Corporate
Areas of expertise
Our Numbers
+ R$ 14 billion
Assets under supervision
+ R$ 2,2 billion
Net New Money (last 12 months)
5 states and Portugal
Hubs in Brazil: ES, PR, SC, SP and RS
Events
