Apex Fintech launches Apex AI Suite: agentic tools to build financial infrastructure faster
Jan 27, 2026 - New York. Apex Fintech Solutions announced the Apex AI Suite, centered on an Agentic Development Kit (ADK) that works with the AscendOS clearing, custody, and trading platform. The goal is direct: turn weeks of integration work into days, and let non-technical leaders prototype with plain English.
The ADK runs alongside Ask Ascend, the company's AI assistant introduced in 2025. Together, they give technical and business teams a shared way to validate ideas, generate code, and pressure-test workflows before committing full engineering capacity.
What's included
- Agentic Development Kit for AscendOS with API references, guides, SDKs, and code samples woven into your IDE or terminal
- Ask Ascend AI assistant for instant, context-aware answers and integration support
- AI assistance integrated into operational workstations (planned), plus 24/7 agentic support for global teams
The ADK: from prompt to working prototype
The ADK bundles everything needed to work with AscendOS into a downloadable set of files that loads context into your development environment or the Developer Portal. That abstraction also makes it easier for non-technical users to get started without wrestling with setup.
- Generate code with natural language: ask for "implement account opening" and receive production-grade code in Java, Python, TypeScript, or Go
- Prototype without engineers: business leaders can validate features before engineering finalizes the stack
- Shorten development cycles: reduce trial-and-error with code aligned to AscendOS APIs and SDKs
- 24/7 guidance: keep projects moving across time zones with immediate, dependable assistance
- Plays well with leading agentic platforms today, with more integrations planned
Ask Ascend: your on-call integration partner
Ask Ascend delivers instant answers on API docs, code patterns, and integration details. It will extend into Ascend Workstation (wealth and enterprise), Cost Basis & Tax, and Apex Service Center workflows over the course of 2026.
Built for enterprise use
The Apex AI Suite runs on Google Cloud's Vertex AI to meet security, reliability, and accuracy requirements. For teams in regulated environments, this foundation supports governance and auditability without slowing delivery.
Learn more about Vertex AI here: Google Cloud Vertex AI.
Why this matters to product leadership
- Faster discovery: test new wealth features with functional prototypes instead of slideware
- Clearer handoffs: lock product scope early, then give engineers validated specs and sample code
- Lower integration risk: work against real APIs and SDKs, not assumptions
- Better capacity planning: reserve senior engineering time for production-hardening, not feasibility checks
30-day pilot plan
- Pick one workflow with measurable impact (e.g., account opening, funding, or trade confirmations)
- Write a plain-English spec and generate a prototype with the ADK
- Run in a sandbox; validate core flows, data models, and edge cases
- Define KPIs: time-to-prototype, integration questions resolved by AI, bugs per flow, and expected ROI
- Security and compliance: set data handling rules, prompt hygiene, and approval gates
- Decision checkpoint: promote to an engineering spike or iterate once more with product and ops feedback
Quote
"You shouldn't need a team of engineers to test a great idea. We're giving innovators the ability to turn vision into a working product faster than ever before," said Bill Capuzzi, CEO of Apex Fintech Solutions.
What's next
- Deeper AI inside workstations for wealth, tax, and service operations
- Broader agentic integrations to fit existing toolchains
- Always-on support across global teams to keep delivery moving
Where to start
Explore the Apex Developer Portal and see how the ADK and Ask Ascend fit your roadmap. Company details and contact information are available here: Apex Fintech Solutions.
About Apex Fintech Solutions
Apex provides infrastructure for digital investing at scale, supporting trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing, custody and clearing. The company serves hundreds of clients and tens of millions of end investors across the global investing ecosystem.
Your membership also unlocks:
