Keith S.
Dylan has been great
Dylan has been great, learn something new after every interaction that translates to my performance on the calls and thus my bottom line.

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.
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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
Keith S.
Dylan has been great, learn something new after every interaction that translates to my performance on the calls and thus my bottom line.
Weston L.
If you like a calendar full of appointments with qualified, high net worth leads, then you'll love Apex. Bonus points for an awesome community and coaches.
Wendy
I'm having a great experience working with Apex Acquisition. I partnered with them for both their marketing services and coaching, and it's been a worthwhile investment. The marketing has helped generate more leads, but what really sets Apex apart is the real-time coaching. I've invested in seminars, retirement classes, and other online lead generation services over the years, but having experienced coaches available to provide real-time guidance, feedback, and practical strategies as you implement them takes everything to the next level. Instead of just learning concepts, you're actually putting them into action with expert support along the way. I also appreciate that they take the time to understand my business and genuinely care about my success. They're responsive, knowledgeable, and always willing to help me think through challenges and opportunities. If you're looking for more than just a marketing company—one that combines effective lead generation with personalized coaching and accountability—I highly recommend Apex Acquisition. I'm excited to continue working with them and seeing where we can take my business next!
Fitzgerald C.
Even though I am fairly new on this program, I am encouraged by the classroom work as well as Justin Mills coaching. He has been excellent, providing great insights while staying positive.
AJ
They do exactly what they said. Not just quality leads, but booked appointments with high quality people each week. The coaching is incredible. Still learning the system, but not due to a lack of effort by the coaches. Dylan is amazing and deserves a raise, he’s always trying to help me improve. Short of literally doing the work for me, I can’t fathom them providing more quality services.
customer
I've worked with many different lead generation and marketing companies in the industry and working with Apex has been an amazing experience. They don't just provide quality leads, they train you to make sure you can successfully close them, which is something I've never experienced with any other company. You also get a dedicated coach who helps critique your process and improve your close rate. I've been fortunate enough to work with Dylan who's helped me dive into my closing process and make meaningful improvements. Highly recommend Apex if you're looking for a company that's invested in your success.
Nolan H.
The booking process is seamless, clients are well informed going into the call about what we will center the call around. Garrett is a great point of contact and extremely resourceful and knowledgable.
Response from Apex AcquisitionJun 30, 2026
Thank you for the kind words!
Chase S.
Garrett has been an awesome Coach. They really do provide a service and not just hand you leads and say good luck. Support the entire time. Would highly recommend Apex and Garrett.