Specialist brands.
Shared ambition.
A portfolio of specialist financial services and technology brands, built for the mid-market. Each brand operates independently. All share a technology-first philosophy and a commitment to doing things properly.
Whether your business needs funding, a smarter approach to AI, or better advisory software — start here.
Specialist brands. One shared standard.
Each brand serves a distinct market with deep expertise. Together, they offer business owners a joined-up financial services experience.
Independent commercial finance brokerage helping businesses access the right funding. From asset finance and invoice finance to development funding, cashflow lending, and trade finance for businesses importing or exporting goods, Bedrock navigates the market on your behalf to find the best terms available.
Practical AI consulting for mid-market businesses. We help leadership teams cut through the noise, identify where artificial intelligence creates genuine value, and implement solutions that work — without the enterprise price tag or the consultancy theatre.
Built on Apex Core
The proprietary platform behind the portfolio — and available to other advisory firms.
A modern, multi-tenant SaaS platform purpose-built for advisory firms. Apex Core handles the full advisory lifecycle — from pipeline management and deal workflow through to proposal generation, engagement tracking, and client reporting.
Why we built our own platform
Most advisory firms run on a patchwork of spreadsheets, generic CRM tools, and manual processes. We needed something better — a platform designed around how advisory work actually flows, not how a CRM vendor thinks it should.
Apex Core was built in-house from the ground up. It powers our own operations and is available to other advisory firms looking for a modern alternative to the status quo.
Interested in Apex Core for your firm?
Get in touchTechnology-enabled financial services, built differently.
Specialist over generalist
Each brand focuses on one discipline and does it properly. No dilution, no cross-selling, no stretched capabilities. Depth over breadth, always.
Technology as infrastructure
We build proprietary tools and platforms rather than relying on off-the-shelf solutions. Technology should remove friction, not add complexity. Our tools are developed in-house and reflect how we actually work.
Clarity above everything
Financial services suffers from opacity. We believe in plain language, transparent processes, and clients who understand exactly what’s happening and why. No jargon for jargon’s sake.
Free tools for business owners
Built by the group to help business owners make better-informed decisions. No sign-up required.
Debt Capacity Calculator
Understand how much debt your business can support based on its financial profile. Input your key figures and receive an instant assessment of borrowing capacity across multiple lending structures.
Use the calculatorBusiness Valuation Calculator
Get a preliminary indication of what your business might be worth, whether you're planning an exit or simply want to understand your position. Based on established valuation methodologies used by professional advisors.
Calculate your valueForecast Generator
Generate financial forecasts for your business. Whether you need projections for a funding application, board reporting, or internal planning, get structured outputs in minutes rather than days.
Generate a forecastFounded with conviction
Lucy Peters
Apex Aspire was founded on a straightforward belief: mid-market businesses deserve specialist advice and modern tools, not a watered-down version of what large firms offer or a fragmented experience stitched together from generic software.
The group brings together deep expertise in commercial finance, advisory, and technology under one holding structure — but with each brand given the autonomy to focus on what it does best. This isn't a conglomerate model. It's a portfolio of specialists who share values, infrastructure, and a commitment to raising the standard of what business owners should expect from their advisors.
From building proprietary technology platforms to developing free tools that help business owners understand their financial position, everything across the Apex Aspire portfolio is guided by one principle: substance over presentation.
Let's have a conversation
Whether you're exploring funding options, considering how AI could improve your operations, or simply want to understand your business better — we're here to help.