Jose V.
Justin is my client advisor and…
Justin is my client advisor and genuinly goes out of his way to help me improve and hone in the Apex method.

Apex Acquisition helps wealth management & advisory firms attract the right clients, on demand, completely virtually - using cutting-edge paid traffic campaigns and sales frameworks.
Apex Acquisition (apexacquisition.com) has 164 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Sales & Marketing · Wilmington, Delaware
Excellent

Sales & Marketing · Walnut, California
Excellent

Sales & Marketing · Minneapolis, Minnesota
Excellent
Sales & Marketing · New York, New York
Excellent
164 approved reviews, newest moderated first
Jose V.
Justin is my client advisor and genuinly goes out of his way to help me improve and hone in the Apex method.
Daniel
I’ve had a wonderful experience working with Elli Rager as my marketing coach - the program with APEX has been great, always fine tuning things to make sure I can maximize the appointment conversion rates.
David
The system is great. The community training is great. My coach is very helpful. The leads are coming in. Appointments are booking and keeping at a high percentage. I have booked 2nd appointments with 100% of the 1st appointments I have had
Drew A.
I have been working with Garrett during my tenure at APEX. Garrett makes himself available to walk through language, review calls, processes, and/or anything else I need. I appreciate his willingness to not only challenge me but to encourage me to keep driving the process. Thanks Garrett!!!
Kyle R.
The coaches at Apex are the key that makes the program work. Garrett has been instrumental in adjusting to this new channel for us. Without his coaching, I don't think we would have been successful.
D R.
Initial red flags apparently they must've had an issue through my initial month of onboarding that was a marketing issue that I learned over a month after getting started when it was casually mentioned in a consultative meeting and when we were finally ready to start the marketing side on boarding for a month was ridiculous than hearing that after the fact made me think “why is Your time more valuable than mine?”that's material information that you should get out in front of to customers. Next, I have meetings with coach who is a nice enough girl, but I don't need Kumbaya meetings. I need leads and you guys would do better to focus on… well…I'm not gonna tell you how I think I would change your program as a single subtle change could be instrumental to results but few things I would do is start on time I think the first meeting I had with Darian he shows up late and then makes excuses that he thinks it's acceptable to start meetings 5 minutes late that is as bush league as it gets for virtual meetings. Those meetings should start on time, only amateurs start late and make excuses. Otherwise, that's complete BS and then whoever was joining the call as the “air quote expert” couldn't figure out starting on time either. Now on occasion and if that's your own internal companies shit that's fine but I'm a client and I don't expect to see that amateur bs! so far roughly I'm about 20 grand in for what four or five conversations maybe six Your ad seems to elude to a false premise that I cannot figure out how to put the strategy that you guys stipulate which means you're liars and I'd like to actually see you prove what you advertise. Do it and show me the exact strategy because if you're making that advertisement you should be able to have material results it says it's possible Show me how to make 8 to 12 grand per month on 500,000 expect that in my inbox at the end of the day. Because these ads are so pathetic those people who are having conversations are very low quality prospects, your program stipulate you're getting high value quality advisory services seeking and that’s not true! I thought you were running an advisory style marketing program for me. They don’t run advisory marketing, they ran ads for products that can guarantee 8000 to 12,000 a month and 500k in assets to achieve I would like you to prove this or consider this allegedly false!. That’s such a lie after I saw that I was like OK let me just try that strategy nope, couldn’t do it. It’s not possible with the low asset value. The program results that you sent me an email showing the statistics of the dashboard show 100% fair rates on various things and I sat back and I thought I wonder how long it'll take them to fix this cause that's indicative of the health of your results and an inner workings it never got fixed So within a matter of week, I could tell that you were an overpriced luxury cost service full of amateurs who the only thing you apparently know what to do is a psychology of marketing Coach I worked with had my schedule from day one sept accepted, expecting me to sit on her calendar going back to that obviously advisors have a fair degree of ego. I'm no different but presidents of companies wanna work with other experts who have built something special and built something meaningful and that it just isn't there here I don't need somebody to show up late who doesn't know the system who can't even Solve dashboard issues but you would think that would be a good role in utility for those people to do would be soft shit rather than just talk, but I'm obviously extending disappointed. I feel very rightly so because I don't usually get this angry with places so apparently I was due, but you got a lot of stuff to fix. Expect some type of resolution quickly and you won’t get it here! They still have not met their guarantee!
Response from Apex AcquisitionFeb 10, 2026
Hi D R, For clarity to future readers, we will need to address a few factual inaccuracies in this review, particularly as they relate to our compliance standards. Marketing claims: We do not advertise guarantees of kind in our marketing content for advisors. Due to the fact that not all of RIA clients offer fixed indexed annuities, guarantees in our content would be highly incongruent and uncompliant. Any statement suggesting that our advertising guarantees “$8,000–$12,000 per month” is factually incorrect. All of our materials explicitly disclaim that guaranteed results do not exist and that all investing involves risk including working with a financial advisor. Professionalism: Our expectation is that meetings start on time and are run with professionalism. On rare occasions where that standard is missed, it’s addressed internally and corrected. Isolated scheduling issues do not reflect the overall quality or structure of our program. Results and Resolution: Results from our program come from implementation over time, not same-day demands or partial engagement. In this case, the client was active for approximately 1.5 months before disengaging. During that period, two client relationships were closed totaling approximately $2.1M in reported account value in the first month of activity. Additionally, $4,493.42 was spent on advertising to generate over $74.55M in pipeline value. Video proof here: https://www.loom.com/share/0ac55590c0e24a0790158a23561518b3 We are appreciate constructive feedback, but we do not believe this review accurately reflects the services provided or the outcomes produced during the engagement. We wish you the best moving forward.
Paul
The leads promised were delivered. Elli my coach has been fantastic.
Derek M.
Highly recommend Apex and Eli (our coach). They have done exactly what they said; they have put many appointments on our calendar. They offer amazing sales coaching if you need that type of thing.