Apex Fintech Solutions

Apex Fintech Solutions

Investing infrastructure for the digital wealth ecosystem. Apex provides custody, clearing, execution, and digital onboarding APIs that power many of the largest US neobanks, robo-advisors, and brokerage apps. FINRA-registered broker-dealer with fractional shares, IRAs, alternative assets, and crypto support.

200+
Clients
2012
Founded
4
Products

About Apex Fintech Solutions

Investing infrastructure for the digital wealth ecosystem. Apex provides custody, clearing, execution, and digital onboarding APIs that power many of the largest US neobanks, robo-advisors, and brokerage apps. FINRA-registered broker-dealer with fractional shares, IRAs, alternative assets, and crypto support.

Products & Solutions

Apex Clearing
FINRA-registered clearing, custody, and settlement for introducing brokers and embedded investing platforms
Apex Ascend
Modern API-first onboarding, account servicing, and tax reporting
Apex Crypto
Cryptocurrency trading and custody for partner platforms
Apex Silver
End-to-end IRA and retirement account infrastructure

Solution Categories

Embedded InvestingBrokerageWealth ManagementCustody

Target Markets

FintechsNeobanksPlatformsWealth ManagementEnterprise

Deployment Options

CloudSaaS

Customers

SoFi Invest
Clearing and custody for SoFi's investing product
Webull
Clearing and execution partner
Stash
Custody and clearing for fractional share investing

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