Apexium Financial Family Office

Apexium Financial Family Office

Apexium Financial Family Office began in 2015 when Citrin Cooperman formed its dedicated wealth unit from the 2007 merger of YMSR Advisors with the larger accounting practice. Andrew J. Saperstein and Lee S. Jundanian led the entity, which operated as a multi-family office serving high-net-worth clients with planning, investment management, and benefits services. The firm allocated across public equities, ETFs, and private opportunities. Confirmed positions included holdings in SPY, IVV, QQQ, AAPL, NVDA, and MSFT. Principals made personal angel investments in The Clear Cut seed round in 2019 and The Lieu pre-seed round in 2022. Geographic reach stayed within North America, centered on U.S. clients and counterparties. Apexium maintained offices tied to its Citrin Cooperman origins and participated in the Opal Group Family Office Winter Forum in March 2024. The firm employed a fiduciary model supported by custodians Fidelity and Charles Schwab plus Orion technology. In November 2025 United Capital Financial Advisors acquired the entire business and its $4 billion in assets. The acquisition integrated Apexium into a larger RIA platform while preserving its accounting-rooted client relationships. This hybrid origin distinguished it from pure investment offices by embedding tax and advisory infrastructure directly into the investment process.