A Culture Propelled by Shared Purpose

Changing the world through curiosity and accountability.

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Our Reason Why

Our purpose is frictionless investing for everyone — which means that innovation and inclusion are at the heart of our business.

The work we do together, the things we build, the clients we fuel — lower the barriers of entry to the investing world. Making it possible for an ever wider portion of the world to take more control of their financial futures.

"How do I identify people who would be a good fit at Apex? Two things. Intellectual curiosity and personal accountability. We can’t teach them and they’re critical to our shared success. "

Bill Capuzzi
CEO, Apex Fintech Solutions

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 & 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 & Evolve Together

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

Meaningful Benefits

Health and Wellness (US)

  • Comprehensive health benefits package inclusive of medical, dental, and vision
  • HSA/FSA covering healthcare, dependent care, and commuter costs
  • Income protection for the unexpected in life (short & long-term disability, voluntary life insurance/ AD&D, and critical illness/accident/hospital indemnity)
  • Wellbeing/ mental health resources through Employer Assistance Program and Calm app
  • Pet insurance
  • Adoption assistance

Time Away

  • Paid holidays, paid time off program, and personal leave
  • Paid volunteer time off
  • Paid parental leave
  • Sabbatical


  • Key components consist of base salary and short term incentive.
  • Planning for your future: 401(k) & employer match for US / pension & employer match for UK

Professional Development

  • External learning program
  • Tuition reimbursement for continuing education, academic coursework, or professional certification

Work Environment

  • Hybrid arrangement
  • Primary offices in Dallas, Austin, Chicago, Portland, New York, Manila, and Belfast (dedicated footprint in conjunction with PEAK6); includes stocked kitchens and local team events
  • Secondary offices in New Jersey, Illinois, and Nebraska

Cultivating Diversity, Equity, and Inclusion in Our Ecosystem

At Apex, DEI (diversity, equity, and inclusion) is a lens we use to bring nuance and definition to our core values, business practices, strategic initiatives, and product development. It’s a journey, not a destination. A process that is always a work in progress.

So what does that actually mean?

In a nutshell, our DEI efforts fall into four categories that overlap, integrate, and amplify each other.


Do the hard work to make Apex appealing to those talented professionals who have historically been excluded from fields like finance and technology. 


Cultivate an inclusive, empowering atmosphere that helps diverse talent put down roots and grow their careers here — visible, valued, and heard. 


Use DEI as a way to refine our practices in order to promote fairness and help all employees feel more valued for the unique perspectives we each bring to the table.

Reach Out

Apply our energy, resources, and perspective to expand opportunity in the communities around us.

Ethics in Practice

The language of DEI can be pretty high minded. The work is often intensely practical. Here’s an example of a project on our roadmap.

In the cities where we have offices, we’re setting out to review the locations of the doctors that are in-network for our employee health plans. Then we’ll compare these to demographic maps of the metro areas to help avoid coverage gaps.

Because it’s not uncommon for people of a particular cultural background to live in a part of town with a lot of other people with that same background. And we want to do our best to make sure all our employees — no matter who they are — have in-network doctors nearby.

Creating a Healthy Culture for Each Other

2023 Most Impactful Fintech Executive, Bill Capuzzi 
– presented by Global Fintech Awards

2023, 2021, 2020, 2019, and 2018
Best Wealth Management Company
– presented by Fintech Breakthrough Awards

2021 Most Innovative Companies
– presented by Fast Company

2021 Best API & Best Trading Technology
– presented by Global Fintech Awards

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