Apex AcquisitionApex 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.
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Sales & Marketing · Wilmington, Delaware
Excellent
Sales & Marketing · Walnut, California
Excellent
Sales & Marketing · Minneapolis, Minnesota
Excellent
Sales & Marketing · New York, New York
Excellent
Showing 154 reviews with 5 stars · Clear filters
Richard
As with any lead program I was skeptical at first. But my skepticism turned into satisfaction when I started to see qualified leads show up on my dashboard and calendar. My contact, Justin, has been great to work with. He has helped me with tips and tricks to get the most out of the system. I look forward to a long and mutually rewarding long-term relationship with Apex
Jake R.
As promised they deliver the quantity but also quality leads as advertised. I highly recommend to other advisors.
Desmond D.
Apex lead generation is next level. High quality conversations that show up ready to talk! Justin is amazing also and always quick to respond. Couldn’t recommend them more!
Keith L.
Learning to engage virtually with clients is challenging. Justin was always available to review calls and provide feedback. My first close paid for my marketing cost. All gravy from now on.
Aaron H.
They are honest and do everything they can to help advisors be successful. Fantastic.
Tim W.
I have tried multiple marketing agency’s for Financial Advisors. Apex has by far been the best. The appointments they book on your calendar are extremely open to speaking and giving you actual numbers. I was skeptical at first and now I am a firm believer.
Ross G.
I cannot say enough good things about Apex. The lead generation industry is ripe with scammers and con artists who fail to deliver. Apex is the rare exception. They do exactly what they say they will - fill your calendar with appointments. They also have full-time coaches to evaluate your calls and help you close business. I am one month in and have already made 3X the cost of their 4-month program from their leads. If you are serious about growing your practice, look no further. Apex Acquisition is everything they claim.
Raja P.
I have worked with multiple marketing companies throughout my career, and none of them have delivered like Nick. I started working with Nick a while ago and was highly impressed with the level of expertise and care shown throughout the process. The leads that were generated actually had the assets and showed up to their meetings. Unfortunately I switched firms so I haven’t worked with them for some time but I will certainly be back in the future.