We’re delighted to be recognized for providing frictionless digital workflows to the wealth management industry. Learn more about our wealthtech solutions: https://bit.ly/4dQUnO4
Apex Fintech Solutions
Financial Services
Dallas, Texas 17,972 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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Future Proof is a great opportunity to meet in person! It’s pretty busy, though, so let’s schedule some time so we don’t miss each other. Request a meeting with Michael Kerins, CFA, FRM now! https://lnkd.in/gg48JKxc
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For RIAs, transitions have historically involved mountains of manual paperwork. Until now. With the Apex Transition Assist tool, the whole process can be managed digitally, simplifying and streamlining the process. Want to improve your transition experience? Contact [email protected]
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Financial advisors, is it becoming more difficult to grow organically? The demand for human advice is soaring — but how do you scale your human advice? Fortunately, modern technology solutions are here to help. With the hybrid model, you can get the automation and digitization benefits of modern tech while still providing the personalization of human advice. Get actionable tips in our WealthManagement.com whitepaper. https://bit.ly/4fAbRQb
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Today, we celebrate our employees — without each and every one of them, we couldn’t do what we do: help provide frictionless investing for everyone. See open positions at Apex - https://lnkd.in/ehJTahkC
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Future Proof is a great opportunity to meet in person! It’s pretty busy, though, so let’s schedule some time so we don’t miss each other. Request a meeting with Nate Yuronich now! https://lnkd.in/gg48JKxc
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Financial Advisors, we’ve got great news for you today! We’ve recently launched Apex Astra, a new custodial UI designed for the modern era. It’s handy for advisors, who can navigate more intuitively through workflows without excessive toggling and chair-swiveling. And it’s great for investors, who can see their own information in a self-service view. The enhanced UI experience helps advisors focus on what’s most important — clients. Learn more about Apex Astra and our advisory solutions here: https://bit.ly/4dMIJUw
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Future Proof is a great opportunity to meet in person! It’s pretty busy, though, so let’s schedule some time so we don’t miss each other. Request a meeting with John Stuart now! https://lnkd.in/gFmqXvPv
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Megan Hausmann, Senior Director of Advisory Success, was nominated for an Austin Women in Business Award 2024 from the Austin Business Journal. Winners will be announced later today, so stay tuned!
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We’re honored to be recognized as the Financial Technology Company of the Year by the Stevie® Awards! Learn more about our wealthtech solutions: https://bit.ly/4dQUnO4