Franklin P.
They did what they said they would do.
They did exactly what they said they would do. What's more, they paired me with a concierge who answers my questions promptly, takes care of any snafus, and offers helpful coaching advice!

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
Franklin P.
They did exactly what they said they would do. What's more, they paired me with a concierge who answers my questions promptly, takes care of any snafus, and offers helpful coaching advice!
Shawna M.
I've been thoroughly impressed with the exceptional service I've received from Garrett at Apex. From the very beginning, Garrett has done an outstanding job guiding me through the process of getting started with their program. He was patient in addressing any kinks or misunderstandings on my end and was always available for a quick call when I needed clarity. His commitment to ensuring my success has been evident every step of the way. Garrett truly understands my perspective and has shown a genuine interest in helping me succeed. I'm extremely satisfied with the experience and would highly recommend both Apex and Garrett to any advisor looking for a legitimate, results-driven company and a top-tier representative who is dedicated to your success. Thanks again, Garrett – looking forward to continuing this partnership!
Jason E.
I have been working with Apex for less than a month and I have already had 3 meetings with clients that have $1M+ of liquid assets looking for someone to actually help them. I love my "handler" with Apex (Justin Mills) who really cares about my needs and is invested in my success. There is sales support and they host community events for us to help one another get better!
Clark D.
Justin Mills is an absolute DAWG. He's who I work with, and in the first month with Apex we are on pace to break $1M in new assets managed our first month live and working with these folks. It has completely supercharged my calendar and I couldn't be happier. Justin is great with setting up weekly review calls, and he always answers me lightning fast. Apex and Justin have been a GodSend for our practice.
David L.
We have been utilizing the digital and social media marketing platform provided by Apex Acquisition (formerly Agoura growth) for a couple years now. The ROI has been much better using the Apex system vs. hosting educational dinner seminars at local restaurants. The Apex team is excellent to work with and I have always found that Apex honors their commitments and "guarantee" with regard to the number of leads provided. I would highly recommend working with Apex Acquisition if you are an Investment Advisor Representative looking for an effective way of adding clients and AUM to your book of business.
Nicholes B.
As a financial advisor, finding high-quality leads is one of the biggest challenges in growing a practice. After working with Apex, I can confidently say they have made a significant impact on my business. Their team is professional, responsive, and truly understands the unique needs of financial advisors. The leads they generate are not just random contacts—they are pre-qualified, engaged, and genuinely interested in financial guidance. This has allowed me to have more meaningful conversations and spend less time chasing cold prospects. Their process is seamless, and their marketing strategies are well-executed, helping me connect with the right clients efficiently. What I appreciate most is their transparency and commitment to results. They continuously refine their approach based on feedback, ensuring that the quality of leads remains high. If you’re an advisor looking to scale your business and connect with serious prospects, I highly recommend Apex!
Marc M.
I would recommend Apex to any advisor looking to grow their practice. Apex delivers real prospects with real money and real problems. You can't ask anything more from a marketing company. I also appreciate that they are constantly analyzing the results and looking to improve the process.
Neil W.
We absolutely love partnering with Apex!!!! Their lead generation model is 2nd to none, and the unique service and sales support they provide is incredibly valuable. Our firm just re-signed for a new campaign.