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

89M+ Cost basis accounts

20M+ Brokerage accounts

168 Countries

with active investors (across 6 continents)

$135B+ 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

When Bill feels too comfortable, he knows it’s time to disrupt. He used to be an avid jogger. Then he started running triathlons. Now he enters Ironman races for fun. Restless, fearless, driven—he leads by doing the hard work—bringing others along with him as we iterate to ever bolder and more ambitious goals.

Our in-house visionary, Bill has been evolving trading, clearing, custody, and the finance industry as a whole for more than 20 years. His work routinely garners industry recognition, including the  Ernst & Young Entrepreneur Of The Year® 2021 Southwest Award* and a 2022 election to the Depository Trust & Clearing Corporation (DTCC) board of directors.


  • Convergex Group

Chief of Staff / Executive Committee Member

  • Pershing LLC

Institutional Product Suite / Global Reengineering Direction

  • Donaldson, Lufkin & Jenrette

MBA Program

Education, etc.

  • FINRA Series 3, 7, 24, and 63
  • Rutgers University, MBA in Strategic Management
  • Wesleyan University, Bachelor of Arts


* “EY Announces Winners for the Entrepreneur Of The Year® 2021 Southwest Award,” EY.com, 8/4/2021

Rajeev listens with true curiosity. Patient and level-headed, he gets to know the intricate dynamics of the issue at hand — weighing the risks, competing priorities, and long-term objectives. Then he gets to work, leading his team to find creative, principled ways to thread the needle with solutions that work for Apex, our clients, and the regulators.


  • Discover Financial Services

Senior Director, Senior Counsel, and Assistant Secretary

  • Mayer Brown


  • U.S. Department of Justice

Summer Extern

Education, etc.

  • Illinois Institute of Technology, Chicago Kent College of Law, Juris Doctor
  • Case Western Reserve University, Bachelor of Arts, Economics and Political Science


Bill knows how to get there from here. His illustrious career has spanned operations, risk, sales, client services, legal, compliance, and human resources. He sees the big picture and the million constituent parts required to make it real. Responsible for the day-to-day operations of the firm, he empowers innovation and builds high-performing teams with strong risk controls and client focus. Every day he puts his experience to use driving us forward to create something bold, exquisite, and new.


  • Goldman Sachs

Managing Director and Global Co-Head of Clearing

  • First Options of Chicago, Inc.

Chief Financial Officer

  • ED&F Man

Senior Vice President and Treasurer

Education, etc.

  • Illinois Institute of Technology, Chicago Kent College of Law, Juris Doctor
  • Certified Public Accountant
  • University of Illinois, Bachelor of Science, Accounting


Chantal Wessels joined Apex Fintech Solutions, Inc. as Chief Financial Officer after previously serving as Division CFO for Nasdaq’s Capital Access Platforms Division. She joined Nasdaq in 2013 and held multiple finance roles across Asia, Europe and North America.

Chantal was instrumental in the transformation of Nasdaq’s finance function across the globe and accelerated Nasdaq’s Corporate ESG Initiatives and reporting function. Chantal is a Qualified Chartered Accountant and holds an Honors degree in Accounting and Finance and has more than 15 years’ experience across corporate finance, financial reporting, analysis and ESG. Before joining Nasdaq, Chantal spent a number of years in professional practice supporting both public & private companies.


  • Chartered Accountant, SAICA

Education, etc.

  • Nelson Mandela University, 2004


Andy leads through focus, prioritization, and savvy delegation. More than 20 years as a technology executive has taught him not to try to be everywhere at once. Instead, he concentrates on the missions critical to moving the company forward, building a culture and team empowered to innovate solutions nobody saw coming. From tech giants to high-growth firms, Andy has used this approach to create, plan, and implement technology strategies and practices that bring new SaaS and cloud-based products to market.


  • Google


  • Smartsheet

SVP Engineering

  • Microsoft

General Manager, Long-Term Datacenter and Network Planning

Education, etc.

  • University of California, Los Angeles, Master of Science, Electrical Engineering
  • Harvey Mudd College, Bachelor of Science, Engineering