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🚀 Custom Swag Guide

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💼 Company Overview

Company Name: Apex Ledger

📍 Location: New York, NY, USA
🔏 Type: Wealth Management & Financial Advisory
👥 Team Size: 150+ (HQ + remote advisors)
🌟 Audience: High-earning professionals, HNW clients, fintech partners, advisory teams
🌟 Goals:

🌟 SWAG IDEAS

💫 Client Loyalty & Gifting

Refined, personal, and high-retention pieces create a lasting impression with top-tier clients and convey Apex Ledger’s values of trust and intentionality.

ProductSample ItemDescriptionEst. Price*
Monogram Money JournalsShinola Hard Linen JournalCustom initials + debossed logo—a legacy gift for financial reflections$22–28
"Future-Proof Finance" Tea SetVahdam Tea BoxPremium blends + message card: “Here’s to clarity and compounding.”$30–40
Invested in You CandlesOtherland Mini SetScents themed around wealth moments, elegantly boxed$24–28

👔 Advisor Enablement

Enable your frontlines with elegant, functional swag that supports client meetings, virtual engagements, and on-the-go professionalism.

ProductSample ItemDescriptionEst. Price*
Field Folder KitsMoleskine Pro FolioIncludes NFC card to digital pitch and advisor scheduling$20–25
Softshell “Money Talks” JacketsNorth Face RidgewallLightweight outerwear, advisor name + Apex logo—polished & practical$60–75
Zoom Light BadgesLume Cube MiniCustom etched lighting kits—boosts call clarity and brand perception$18–24

🤔 Brand Visibility & Culture

These pieces fuel internal pride and reinforce cultural alignment, while being sophisticated enough for social and client-facing use.

ProductSample ItemDescriptionEst. Price*
Minimalist Logo CrewnecksAS Colour Heavy FleeceTonal chest embroidery + “Apex Mindset” on sleeve—drop-style swag$38–45
Culture CoinsCustom Brass CoinsInternal awards etched with “Stewardship,” “Silent Compounding,” etc.$10–13
Apex Mission CardsMatte Card DeckUsed in huddles or onboardings—values and affirmations on premium stock$6–8

🏱️ Giveaway & Conference Swag

Premium feel, low waste, and digital utility are key to Apex’s standout presence at events—every item connects back to value-led finance.

ProductSample ItemDescriptionEst. Price*
Tap-to-Connect BadgesPopl Smart BadgeNFC badge connects to digital intro and resource library—events unlocked$12–18
"Wealth Wins" Pocket JournalsBaronfig MiniDiscreet journals with motivational quotes—great for session giveaways$9–11
Branded Webcam CoversSlide Privacy CoversSimple, useful, and visible—adds long-term branding in remote workflows$2–3

✅ Implementation Tips

📦 Premium Onboarding: Send “Start Strong” kits with candle, wallet, and values cards to new clients and advisors.
📈 Loyalty Laddering: Automate milestone gifting for years 1, 3, and 5 with premium layers.
🔗 Smart Swag: Embed QR/NFC in every item linking to calculators, dashboards, or appointment schedulers.

*Estimated pricing is based on standard orders of 100–250 units with basic logo decoration. Actual pricing may vary depending on final product selection, branding method, and order volume. We offer over 100,000 product options in our catalog—reach out for a tailored quote!*