A Culture Propelled by Shared Purpose
Changing the world through curiosity and accountability.
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. "
CEO, Apex Fintech Solutions
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.
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.
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.
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