A fintech powerhouse that
DISRUPTS FACILITATES COLLABORATES
Scale brilliantly
Apex Fintech Solutions is how hundreds of clients launch, scale, and support digital investing for tens of millions of end investors.
Think of us as the providers of essential infrastructure for making your fintech plans fall into place and become real. Use our real-time, cloud-based products to enable and accelerate clearing and custody, trading, wealth management, cost basis and tax reporting, and more.
Whether you want an end-to-end white-label solution, pre-built stand-alone tools, or a smarter, faster way to bring your own product to market — Apex is here to help you pursue your vision.
OUR solutions
Clearing and Custody
Apex provides flexible solutions that can grow with you as you evolve. These mix-and-match options are built on reconfigurable solutions to meet your needs and provide a true runway for growth. Apex’s endlessly reconfigurable options tailor solutions to every business model, including robo investing, fractional share trading, and advisory turnkey brokerage. Clients run with Apex technology, build on top of it, and use it to help differentiate themselves with their customers.
From equities and ETFs to financing offerings including margin, portfolio margin, and stock lending, Apex crafts flexible solutions to support a wide range of products and asset classes.
A true custodian with a proven track record, Apex is the trusted technology that drives disruption and innovation in the financial services industry.
Clearing and custody include:
- 20+ Account types
- Real-time ledger
- Broad asset class coverage
- Alternative investments
- Corporate action processing
- Margin and stock lending
- Cost basis and tax reporting
wealth management
Create more paths to grow your business through digital sleek, human depth, and next-gen scale. Deliver the digital experiences clients want and expect. Expand your reach to next-gen investors. And free up your team’s time along the way with advisor-centric automations.
This isn’t just about adapting; it’s about thriving in the digital-first era.
Change the math at the heart of your business by being more efficient at the ways you open, fund, manage, trade, rebalance, bill, permission, and create data insights for your accounts.
Our offerings includes
- Rebalancing
- Direct investing
- Model marketplace
- Augmented AdviceTM
- Advisor workstation
- Data tools and insights
- Digital investor experiences
- Loyalty investing
Cost Basis and Tax Reporting
Normalize, reconcile, and report at scale in real time.
Apex delivers enterprise-scale software-as-a-service (SaaS) solutions providing 24/7 accurate and timely data for data unification, regulatory cost basis, and tax reporting. These solutions address a wide range of data processing complexities, including corporate actions, gift and inheritance, and fee calculations.