Fueling the Relentless Fintech Revolution

Whether you need a platform or a plug-and-play solution, Apex can help you get from a big fintech idea to a bold, world-changing reality. Trusted and nimble — we’re advancing the frontier of what’s possible for a wide variety of clients.

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Empowering Brands of All Sizes

Avenue
Betterment
Copper Financial
Domain Money
eToro
Facet
HBCU Legacy
Public.com
SoFi
Tastyworks
Tornado
ClientLogo_Treasure_200x200
Webull
XP Securities
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Delivering at Scale

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Clients*
0 M+
Brokerage Accounts*
0 M+
Apex Silver Accounts*
$ 0 B+
Assets Under Custody*
*Data as of 06/30/23

Aiding and Energizing Across Industries

Providing Solutions on Several Fronts

Our clients pursue a vast and expanding array of goals. They come to us as start-ups, established players, industry titans, or thriving enterprises ready to explore new markets. We innovate in several directions at once because they all deserve scalable solutions for the path ahead.

Sharing Innovations That Become Industry Norms

We collaborate with hundreds of clients, learning their latest goals and obstacles.

We innovate tech to help meet client needs
and work to expand client capabilities.

Clients run with our tech, build on top of it,
and use it to help differentiate themselves
with their customers.

Investors and end users demand this capability from all their financial and tech providers.

First-to-Market Innovations Delivered to Apex Clients

Robo investing
Commission-free investing
Automated digital
account opening
Fractional share trading capabilities

The Advancing Frontier Is Already Here

Cost basis and tax reporting
Equity order routing
Trade Execution
Quantitative data
analytics
Explore Our Technology

Were It Not for Apex

I can unequivocally say that if it were not for Apex’s support, technology, and personnel, no one would have ever heard of Webull.
Anthony DenierWebull CEO

What They Do Is Critical

Apex underpins our SoFi offering. There is no question that what they do is critical. They continue to impress us as we broaden our product suite.
Anthony NotoSoFi CEO