About Us

Apex AI Wealth Solution is leading the way for independent wealth advisors to transform their operations to take on future of business. Our industry specialist will help you implement AI programs to streamline operations and drive customer satisfaction.

Our Team

Preston Daily

Chief Executive Officer

Preston serves as our Chief Executive Officer, managing the executive strategy for Apex AI. Preston is pursuing a Finance and Economics degree at the University of Miami Herbert Business School.

Lila Glass

Chief Marketing Officer

Lila serves as our Chief Marketing Officer, Focused on driving growth through strategic branding, digital outreach, and AI-powered marketing solutions tailored for the financial industry.

Anna Rekeda

Chief Information Officer

Anna serves as our Chief Information Officer, managing IT strategy and infrastructure to improve efficiency and innovation for Apex AI. Anna is currently studying for a Business Administration degree at the University of Miami.

Our Roots

Apex AI Wealth Solutions is strategically headquartered at the University of Miami, leveraging the institution’s robust ecosystem of innovation and excellence. Founded by a dedicated team of Herbert Business School students, the firm bridges the gap between cutting-edge academic research in artificial intelligence and the practical demands of the financial services industry.