Check out the latest podcast episode of Growth Leaders of Wealth Management, featuring an engaging discussion with our leaders: William Capuzzi, Olivia Eisinger, Michael Kerins, CFA, FRM, and Connor Coughlin. Discover how our team has skillfully navigated the path from $20 billion to $150 billion in assets within just a decade. Listen to the podcast https://lnkd.in/g2VXAzfQ
Apex Fintech Solutions
Financial Services
Dallas, Texas 18,985 followers
Powering The Fintech Universe
About us
Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with big ideas are empowered to change the world. Apex works to ensure its partners succeed on the frontlines of the industry via bespoke custody & clearing, advisory, institutional, digital assets, and SaaS solutions through its Apex Clearing™, Apex Advisor Solutions™, Apex CODA Markets™, and Apex Silver™ brands. For more information, visit apexfintechsolutions.com. Disclaimers: https://go.apexclearing.com/social-media-terms-and-conditions
- Website
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https://apexfintechsolutions.com
External link for Apex Fintech Solutions
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Dallas, Texas
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Clearing and Execution Solutions, Prime Brokerage, Sophisticated Margin and Option Capabilities, Portfolio Financing, Relationship Management, and Risk Management
Products
Locations
Employees at Apex Fintech Solutions
Updates
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We are so proud of Lucille Mayer, who was recently recognized as an Inspiring Fintech Female of 2024! This award recognizes women who are transforming fintech and advocating for gender equality. As Chief Solutions Officer, Lucille leads many of our most complex projects with unmatched acumen. But more importantly to us, she is also a gracious mentor who always makes time to share her wisdom with others. See all the women who won https://lnkd.in/g-Tq7zHE
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We’re delighted to share that our own Olivia Eisinger, Head of Advisory at Apex Fintech Solutions, was selected to be on the judging panel for the ThinkAdvisor Luminaries Awards 2024! #TALuminaries https://lnkd.in/eqBhDNGu
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Unlock real-time data on accounts, positions, corporate actions, and more — enabling you to make smarter decisions and manage risk with timely info. Read “The Power of Data Access” https://lnkd.in/gxkJ_b_D
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The digital overnight trading services your investors want with the reliable performance your company needs are arriving in 2025. Read the press release https://lnkd.in/gi2GTmyp
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Join us in celebrating a major milestone for our client, Facet. We’re so proud of everything they’ve accomplished so far! Learn how Facet made it happen: https://lnkd.in/gmpEh6Uh
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Did you catch Lule D., Independent Retail Investor Analyst, on Bloomberg Radio last week? During her conversation about crypto, she cited a few interesting stats from Apex. Listen to a snippet of the interview https://lnkd.in/gWWXhVxg
Apex & Bloomberg Radio - Lule Demmissie
https://www.youtube.com/
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With lots of new accounts to open every month, Facet was struggling to keep up. Thanks to real-time account opening from Apex, they reduced the time required from months to minutes. https://lnkd.in/e_T-eSr9
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Olivia Eisinger, Head of Advisory at Apex, was recently interviewed by Craig Iskowitz on his podcast WealthTech Today. Listen to this episode, The Future of Custody: Frictionless Solutions Reshaping Wealth, to learn more about today’s evolving custodial landscape — and the role Apex is playing. https://lnkd.in/eJFDjcH3
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