Ingenious Apex Limited secures £1.7m for later-life investment platform

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Providing a later-life investment solution for UK clients aged 18 to 86, London-based Ingenious Apex Limited has raised £1.7m. Its IEP Apex service features inheritance-tax cover from day one, care-planning advisory services, and low-volatility growth for investors seeking wealth preservation, tax-efficient returns, and integrated insurance alongside ESG-aligned features.

The round results in an estimated post-money valuation of £12.3m. This capital injection follows a total of £2.1m obtained during 2025, while the aggregate funding recorded for 2026 stands at £1.2m.

Incorporated in 2021, the firm reported a profit of £233k for the financial year ending 31 December 2024. Financial records for that period also show (£112.7k) revenue. The share allotment and filing both occurred in April.

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