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Get to Know Us
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AWARDED ONE OF THE 10 MOST INNOVATIVE FINANCE COMPANIES OF 2021


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FLEXIBLE
SYSTEMS

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OUR OPEN API SYSTEM MEANS WE WORK WITH YOU. WE DON’T COMPETE AGAINST YOU.

Apex is an open system. A platform built on the simple premise that custody is
meant to serve. Not control. So we designed the Apex platform to facilitate the
relationship between you and your customer – not dictate it. We don’t force
pre-packaged solutions or off-the-shelf solves. Instead we provide customizable
tools and technology that enable your customers to save, spend and invest their
assets in a completely original model of your design.
Your vision. Our platform.


RIGID
SYSTEMS

>READ MORE<


CLOSED PLATFORMS ARE INTERESTED IN BUILDING THEIR BUSINESS, NOT YOURS.

Closed systems attempt to own the end customer and control the intermediary.
They dictate versus facilitate, with legacy systems built on legacy technology
driven by legacy thinking.
These systems are built on process and requirements and are antithetical to
speed and innovation. They sell pre-packaged products for highly structured fees
and retain through friction and obstruction. Closed systems sell instead of
serve.


FUTURE-PROOFING FINANCE


TECHNICAL AND BUSINESS SOLUTIONS FOR THE DIGITAL WORLD.


CLEARING & CUSTODY

Our clearing and custody engine is a modern, enterprise-grade platform with a
full complement of industry networking and tooling integrations to support a
wide range of financial instruments, account types and financing solutions


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APEX TECHNICAL SOLUTIONS

We offer a robust suite of APIs – with an enhanced developer portal – to
facilitate the complete trading and investing lifecycle from account opening
through regulatory support and everything in between


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APEX EXTEND

This full-stack business solution connects the front, middle and back office
environments to streamline your internal processes and deliver a robust investor
experience


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INTEGRATION PARTNERS

Choose from an open architecture ecosystem of pre-integrated turnkey platforms
and specific services to customize your wealth management CX and leverage Apex’s
core technology


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YOUR TECHNOLOGY PARTNER OUGHT TO HAVE AN OPINION.

 

Apex gives Forbes the ‘Crucial Quote’ on the benefits of fractional share
trading





 

CNN discusses the role of financial well-being solutions in a zero-commissions
world with Apex





 

The WSJ features Apex’s data in their analysis of Millennials’ interests in ESG
investing






WE ENABLE A MORE VERSATILE STASH


WITH DEDICATION TO AFFORDABILITY AND SIMPLICITY, STASH BRINGS TOGETHER BANKING,
INVESTING, AND EDUCATION INTO ONE SEAMLESS PLATFORM. TODAY, STASH AND APEX WORK
TOGETHER TO DELIVER A DIVERSIFIED INVESTING EXPERIENCE FOR MILLIONS OF
AMERICANS.




WE SEE EYE-TO-EYE WITH SOFI


WHAT’S THE ENCORE PERFORMANCE AFTER REVOLUTIONIZING THE STUDENT LOAN MARKET?
OFFERING A BROADER RANGE OF SERVICES TO HELP MEMBERS TAKE CONTROL OF THEIR
FINANCES. TODAY, SOFI AND APEX WORK TOGETHER TO PROVIDE FRICTIONLESS ACCESS TO
INVESTMENT OPPORTUNITIES TO MORE THAN 900,000 INDIVIDUALS WITH THE SPEED AND
EFFICIENCY THEY EXPECT FROM A WORLD CLASS FINTECH APP.




WE KEEP FIRSTRADE IN THE LEAD


AS ONE OF THE ORIGINAL COMMISSION-FREE TRADING PLATFORMS, FIRSTRADE SAW AN
OPPORTUNITY TO SERVE SELF-DIRECTED INVESTORS WITH A FULL SUITE OF PRODUCTS AND
RESEARCH TOOLS BEFORE IT BECAME AN INDUSTRY TREND. TODAY, FIRSTRADE AND APEX
WORK TOGETHER TO POWER AN AWARD-WINNING ONLINE TRADING EXPERIENCE WITH LIGHTNING
FAST EXECUTION FOR SERIOUS INVESTORS.



RECENT MEDIA | SEE ALL

 *  1 
   GenZ Investing Trends January 28, 2022
 *  2 
   Taxes on stock trades may surprise new investors January 21, 2022
 *  3 
   Gen Z investors shift focus from ‘meme-stocks’ to the ‘metaverse,’ report
   shows January 14, 2022

LATEST TWEET    FOLLOW US

Apex Fintech Solutions@apexfintech·
21h


Yesterday, Apex’s William Capuzzi, CEO, and Olivia Tromm Eisinger, General
Manager of Advisory, and @ryanWneal, Technology Editor at InvestmentNews, spoke
about the future of the custody business at @FutureProofAC 2022!

Reply on Twitter 1569756378142756864Retweet on Twitter 15697563781427568641Like
on Twitter 15697563781427568643View on Twitter 1569756378142756864
Apex Fintech Solutions@apexfintech·
12 Sep


We loved yesterday’s #FutureProofAC Hot Seat with @luledemmissie, US CEO of
eToro! It was a pleasure to hear Lule discuss the disintermediation of finance,
including what the future holds for #trading, #investing & Defi. Looking forward
to the rest of the festival!3

Reply on Twitter 1569368663131815937Retweet on Twitter 1569368663131815937Like
on Twitter 15693686631318159372View on Twitter 1569368663131815937

 

HEADQUARTERS

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Suite 1300
Dallas, TX 75201

CHICAGO

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Suite 260
Chicago, IL 60604

LOS ANGELES

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Los Angeles, CA 90017

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New York, NY 10106

PORTLAND

555 SW Morrison St
Suite 350
Portland, OR 97204

BELFAST

Urban HQ, Eagle Star House,
5-7 Upper Queen St,
Belfast BT1 6FB

Privacy Policy | Other Disclosures | Futures Disclosures | Form CRS | Divulgação
Apex Clearing is registered with the SEC, a member of FINRA, a participant in
SIPC and licensed in 53 states and territories. FINRA BrokerCheck reports for
Apex Clearing are available at http://www.finra.org/brokercheck. Certain
services referenced on this site are provided through partnerships between Apex
Clearing Corporation and third-parties. Cryptocurrency trading is offered in
partnership with Apex Crypto. © 2022 Apex Clearing Corporation | Site by Nectar
Inc.



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