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

/
5

191 Reviews

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

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Jim R
Apex delivers!!

Apex delivers what they say they will deliver. In a world of shady lead gen companies that seem to just want to fill a quota of "leads", regardless of the quality of the lead, Apex breaks the mold. The leads are very high quality prospects. Also the structure and the coaching system is a huge help. Our Success Manager/Coach Elli has been key in helping to refine our process, verbiage and tone in our client calls with these potential clients.

5
Date of experience: Feb 24, 2026
Stephen Patterson
Elli is a great client success coach

Elli is a great client success coach. She gives great constructive advice in a way that is encouraging and helps you with your weaknesses. They do deliver on the leads as promised but you must put the work in to convert the leads. The coaching I received from Elli has done just that.

5
Date of experience: Feb 24, 2026
Simon Reeves
Apex is a breath of fresh air…

Apex is a breath of fresh air in an industry that generally disappoints. They are legit. They do what they say they will do. Prospects show up to calls on time and are receptive to have a conversation. Apex has a good team of individuals that help the advisor with best practices to land more business. Justin, who helps me has been responsive and helpful.

5
Date of experience: Feb 23, 2026
Bobby Burks
A very good staff providing plenty of…

A very good staff providing plenty of help and positive guidance that is motivated to deliver success. Justin is a terrific coach who has been helpful in my success and is responsive to any challenges as they show up.

5
Date of experience: Feb 23, 2026
Kate
It is an incredible bunch of employees

It is an incredible bunch of employees. The vibe and the way they treat us, as well as themselves is quite remarkable. Garret, my coach is amazing. After meeting him last night in oerson, it solidified my feelings about him. He is warm, caring, encouraging and uplifting. He does what he says he will do and that is very comforting. I love the way I am being coached by Garret but also by yhe others during role play. I think you guys have a magic pill here even thoigh my first call is friday.

5
Date of experience: Feb 03, 2026
Apex advisor
apex advisor

compared to other services used for lead gen apex does a pretty solid job of producing quality leads, Garrett has been a helpful coach as well.

4
Date of experience: Feb 03, 2026
Richard
Garrett has been a huge help

Garrett has been a huge help! I close to closing almost 5 million in business this month.

5
Date of experience: Jan 24, 2026
David
The system is great

The system is great. The community training is great. My coach is very helpful. The leads are coming in. Appointments are booking and keeping at a high percentage. I have booked 2nd appointments with 100% of the 1st appointments I have had

5
Date of experience: Jan 23, 2026
Jose Villasenor
Justin is my client advisor and…

Justin is my client advisor and genuinly goes out of his way to help me improve and hone in the Apex method.

5
Date of experience: Jan 23, 2026
Daniel
Go APEX, go Elli Rager!

I’ve had a wonderful experience working with Elli Rager as my marketing coach - the program with APEX has been great, always fine tuning things to make sure I can maximize the appointment conversion rates.

5
Date of experience: Jan 23, 2026

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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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