apexacquisition.com

4.9
4.9 Based on 191 reviews

Apex Acquisition helps wealth management & advisory firms attract the right clients, on demand, completely virtually - using cutting-edge paid traffic campaigns and sales frameworks....

Unclaimed Profile
Business profile not claimed
This business hasn’t yet claimed their profile on our platform and may be unaware it's listed. As a result, their rating might not fully reflect their customer service or responsiveness.

Average Rating

4.9

/
5

191 Reviews

5 Star
92%
4 Star
5%
3 Star
0%
2 Star
1%
1 Star
2%

Filtered Reviews

Filter Reviews

Review Time

Ollie Coleman
Garrett

Garrett has been fantastic in getting me up and running! He’s set me up for success in each and every one of my calls. Garret has also given me constructive criticism in order to better my skills, which I very much appreciate. Leads are flying in and we’re off to a great start.

5
Date of experience: Apr 18, 2025
Mabel P.
Company is breaking TCPA Solicitation Laws & writing its own fake reviews.

Apex Acquisition is a company selling lead generating methods. They are a high pressure & nagging team which ignores requests to be taken off communications lists. This directly violates TCPA solicitation laws and a formal complaint and law suit is under way with the FTC and FCC - I highly advise refraining from conducting business with a company actively breaking laws. Anyone can see from the reviews they are paid for and fake as well. Do not let this company fool you.

1
Date of experience: Apr 14, 2025
Edmund S.
Apex (with Darian and his team) has…

Apex (with Darian and his team) has been generating scheduled meetings with qualified prospects who are generally interested in talking about how my wealth advisory practice can help them. They have a good CRM and make continual tweaks to their marketing system for improvement in a dynamic social media landscape.

4
Date of experience: Apr 14, 2025
Arnie Wright
Company is breaking TCPA Solicitation Laws & writing its own fake reviews.

Apex Acquisition is a company selling lead generating methods. They are a high pressure & nagging team which ignores requests to be taken off communications lists. This directly violates TCPA solicitation laws and a formal complaint and law suit is under way with the FTC and FCC - I highly advise refraining from conducting business with a company actively breaking laws. Anyone can see from the reviews they are paid for and fake as well. Do not let this company fool you.

1
Date of experience: Apr 14, 2025
Claude
Apex (with Darian and his team) has…

Apex (with Darian and his team) has been generating scheduled meetings with qualified prospects who are generally interested in talking about how my wealth advisory practice can help them. They have a good CRM and make continual tweaks to their marketing system for improvement in a dynamic social media landscape.

4
Date of experience: Apr 14, 2025
I'm very satisfied with my partnership with Apex

Apex has provided me with highly qualified prospects. Justin, my sales advocate/coach has given me great feedback and improved my processes working with prospects. Apex has very good coaching calls and I am learning from other financial advisors how to improve my conversations with prospects. I am very pleased with my experience with Apex and highly recommend it to other advisors who want to grow their business

5
Date of experience: Apr 09, 2025
titou56890
Apex has delivered on their promise!

Apex has delivered on their promise! My calendar has never been more full, with qualified prospects. Not only did they deliver on their promise, you can tell that they truly want their clients to succeed. Apex is not just another lead vendor. They get you in front of the right people, and then put time in to make sure you succeed. I'm only a month in, but the sales training that I've received from my coach Garrett and the rest of the team has been invaluable. I'm looking forward to continuing our relationship and happy that I found Apex.

5
Date of experience: Apr 09, 2025
Tyrone Morris
I'm very satisfied with my partnership with Apex

Apex has provided me with highly qualified prospects. Justin, my sales advocate/coach has given me great feedback and improved my processes working with prospects. Apex has very good coaching calls and I am learning from other financial advisors how to improve my conversations with prospects. I am very pleased with my experience with Apex and highly recommend it to other advisors who want to grow their business

5
Date of experience: Apr 09, 2025
Charlee B.
Apex has delivered on their promise!

Apex has delivered on their promise! My calendar has never been more full, with qualified prospects. Not only did they deliver on their promise, you can tell that they truly want their clients to succeed. Apex is not just another lead vendor. They get you in front of the right people, and then put time in to make sure you succeed. I'm only a month in, but the sales training that I've received from my coach Garrett and the rest of the team has been invaluable. I'm looking forward to continuing our relationship and happy that I found Apex.

5
Date of experience: Apr 09, 2025
PixelHola82
Apex Acquisition: more than just a "lead provider"

Apex has delivered exactly what they promised- consistent appointments with qualified, high net worth (over $500k in assets) prospects. But more importantly, they have provided additional training on how to improve the sales process with a tremendous support team of professionals that are there to help you improve your process with potential clients. Personally, I work with Garret Goshorn who has in a very short period of time provided valuable feedback to me on my process and how I can improve it. He has a great attitude, high energy, fun to work with and always provides value in our bi-monthly 1/1 calls, that make me a little better each time we meet.

5
Date of experience: Apr 04, 2025

Is this your business?

Claim your business profile now and gain access to all features and respond to customer reviews.

Business Details

  • Apex Acquisition helps wealth management & advisory firms attract the right clients, on demand, completely virtually - using cutting-edge paid traffic campaigns and sales frameworks.

  • language https://apexacquisition.com

We use cookies to personalize your experience. By continuing to visit this website you agree to our use of cookies

More