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Meet the leadership redefining what’s possible in wealth tech

Changing the way our industry operates. Democratizing access to financial markets. Meet our brilliant, visionary, and tenacious leaders. Staying on course even when the work is hard.

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Previously

  • Convergex
  • G-Trade
  • Pershing

Education

  • MBA, Rutgers University
  • B.A., Wesleyan University
Headshot of Apex CEO Bill Capuzzi with a warm smile Headshot of Apex CEO Bill Capuzzi with a warm smile

Previously

  • Nasdaq
  • Ferring Pharmaceuticals
  • Samsung Electronics America
  • 24 Seven Inc.

Education

  • B.A., University of Oregon
A woman with long blonde hair and a black blazer smiles warmly at the camera. She is indoors with blurred hanging lights and windows in the background. A woman with long blonde hair and a black blazer smiles warmly at the camera. She is indoors with blurred hanging lights and windows in the background.

Previously

  • Goldman Sachs
  • ED&F Man

Education

  • J.D., IIT – Chicago Kent College of Law
  • B.S., Accounting – University of Illinois Urbana-Champaign
Headshot of William Brenna, Apex Fintech Solutions Chief Risk Officer Photograph of William Brenna, Apex Fintech Solutions Chief Risk Officer

Previously

  • OptionsHouse
  • Spark Networks
  • PEAK6 Capital Management
  • E-Loan
Headshot of David Budworth, Apex Fintech Solutions Chief Technology Officer Photograph of David Budworth, Apex Fintech Solutions Chief Technology Officer

Previously

  • PEAK6 Investments

Education

  • B.A., Columbia University
A young man with short brown hair, wearing a dark suit jacket and a white shirt, is smiling at the camera. The background is blurred and appears to be outdoors near a building. A young man with short brown hair, wearing a dark suit jacket and a white shirt, is smiling at the camera. The background is blurred and appears to be outdoors near a building.

Previously

  • BNY Mellon
  • Pershing
  • Smith Barney
  • Manufacturers Hanover Trust

Education

  • B.A., SUNY New Paltz
A woman with straight, shoulder-length dark hair smiles at the camera. She is wearing a black top and an earring, standing in a brightly lit indoor setting with blurred background elements. A woman with straight, shoulder-length dark hair smiles at the camera. She is wearing a black top and an earring, standing in a brightly lit indoor setting with blurred background elements.

Previously

  • PEAK6 Capital Management
  • Thirteen Games
  • O’Connor/SBC/UBS

Education

  • B.S., University of Illinois Urbana-Champaign
Headshot of Dan Perper, President, Apex Technology Photograph of Dan Perper, President, Apex Technology

Previously

  • PEAK6
  • Winston & Strawn LLP and Cooley LLP

Education

  • J.D., Loyola University Chicago
  • B.A., DePauw University
Headshot of Lindsay Shake, Apex Fintech Solutions Chief Legal Officer Photograph of Lindsay Shake, Apex Fintech Solutions Chief Legal Officer

  • Our vision

    To be the trusted technology that powers the digital economy.

  • Our mission

    To be the market-leading financial technology and data provider driving disruption and innovation for the future of wealth creation.

  • Our purpose

    Frictionless investing for everyone.

  • Our values

    Put the client first 

    Our clients are at the heart of what we do, so we always make decisions with them in mind.

    Innovate for lasting impact 

    Create long-term impact through curiosity, practicality, and purpose.

    Be collaborative, respectful, and inclusive 
    Collaborate with clarity, an open mind, and the goal of lifting up those around you.

    Think like an owner and operate ethically 

    Lead by example through accountability, integrity, and a growth mindset.

    Embrace change and evolve together 

    Be open. Be nimble. Be the change that turns ambiguity into opportunity.