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....

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Average Rating

4.9

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5

191 Reviews

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

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Darla Foster
They're the best in the business

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.

5
Date of experience: Feb 05, 2025
Paddy Wilson
I have tried multiple marketing…

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.

5
Date of experience: Feb 04, 2025
Brielle Howard
I have tried multiple marketing…

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.

5
Date of experience: Feb 04, 2025
Rosaleen Brown
Delivered quality conversations

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.

5
Date of experience: Feb 01, 2025
Alaina
Delivered quality conversations

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.

5
Date of experience: Feb 01, 2025
Clint Morgan
These guys are great to work with

These guys are great to work with. They deliver high-quality leads for retirement planning. We have looked at many of the digital lead companies, and these guys are head and shoulders above them all. Highly recommended.

5
Date of experience: Jan 31, 2025
DavidRabanedo73
These guys are great to work with

These guys are great to work with. They deliver high-quality leads for retirement planning. We have looked at many of the digital lead companies, and these guys are head and shoulders above them all. Highly recommended.

5
Date of experience: Jan 31, 2025
Vinny Foster
Effective way to build your client base and add AUM

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.

5
Date of experience: Jan 01, 2025
Allen Scott
Effective way to build your client base and add AUM

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.

5
Date of experience: Jan 01, 2025
Florence Smith
Apex Acquisitions really worked

Apex Acquisitions really worked. We got the appointments they told us we would we get and got new clients and it was overall very profitable. I anticipate using this system for a long time.

5
Date of experience: Oct 02, 2024

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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

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