Powering the Fintech Universe

Our clients pursue a vast and expanding array of goals. We help them advance the frontiers of what’s possible.

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Here for the Visionaries

For over a decade, Apex Fintech Solutions has served as a trusted platform and an ecosystem of solutions for the fintech industry. Beyond solutions and technology, we provide long term support to help clients navigate and shape the future of finance.

Time and again, we have enabled clients to eliminate friction and transform the end-investor experience with innovations including fractional-share trading, robo-investing, real-time account opening, and embedded finance.

We engineer our technologies to integrate easily and perform at scale. Today, these solutions include clearing and custody, advisory solutions, routing and execution, and cost basis and tax processing.

220+ Clients

87M+ Cost basis accounts

21M+ Brokerage accounts

158 Countries

with active investors (across 6 continents)

$123B+ Assets Under Custody

581M+ Total trades in 2023*

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
  • Innovate for Lasting Impact
  • Be Collaborative, Respectful & Inclusive
  • Think Like an Owner and Operate Ethically
  • Embrace Change & Evolve Together

Our Leadership