Awards
Awards and Accolades
2025
Best Innovation in Advisor-Client Workflow
Recognizing Augmented Advice™, our flexible technology suite that combines advanced automation tools with human advisory support.
2025
WealthTech of the Year
Honoring Apex’s hybrid digital advice solution, Augmented Advice™, designed to help firms serve next-gen investors.
2025
TabbFORUM 40 Innovators in Financial Markets
Recognized Bill Capuzzi as a top innovator who is leading technology-driven innovation.
2025
Most Impactful Executive of the Year for Innovation in Trading & Investing
Celebrating the brightest minds in Fintech and their groundbreaking contributions.
2025
Best in Class
Recognized in all four categories for our next-gen talent program.
2025
2025 100 Best Places to Work
Recognizing tech companies that offer the best compensation, rewards, and culture.
2024
Best Automation Tools and/or Platform, Apex Astra
Recognizing companies that prioritize collaborating for growth and innovation and using AI.
2024
Wealth and Asset Management Awards
Recognizing asset management prowess.
2024
Best Retail Investment Company
Recognizing innovation, performance, ease of use, functionality, value, and impact.
2024
WealthTech100
Recognizes the world’s most innovative WealthTech companies.
2024
The World’s Top 250 Fintech Companies
Recognized in the Wealth Technology category.
2024
Waters Ranking 2024 Best Clearing House
Apex Clearing was Highly Commended in the “best clearing house” category.
2024
Frictionless Wealth & Asset Management Enabler of the Year 2024
Recognized for the ability to provide quality asset management.
2024
Best Data Innovation in a SaaS Product Finalist
Apex Account Transfer Service was recognized for using data to drive innovation.
2024
The Inc. 5000
Recognized for being one of the fastest-growing private companies in America.
2024
The Wealthies
The Apex Transition Assist tool was a finalist in the Custodian Transition Support category.
2024
The Wealthies
Apex AstraTM won the Custodian Technology category.
2024
Best Tech Work Culture Nominee
Recognized for having an exemplary tech work culture.
2024
Fintech Disruptor of the Year
Recognized for being at the forefront of retail and institutional trading.
2024
Company of the Year
Gold Stevie® Winner for Company of the Year.
2024
Overall Excellence: Best in Class
Recognized for providing impactful talent programs for early career individuals.
2023
Most Impactful Fintech Executive, Bill Capuzzi
Celebrating the brightest minds in Fintech and their groundbreaking contributions.
2023
Director of the Year
Apex CEO Bill Capuzzi was recognized for his vision, dedication and strategic thinking.
2023
Best Wealth Management Company
Recognizing innovation, performance, ease of use, functionality, value, and impact.
2022
Most Impactful Fintech Executive, Bill Capuzzi
Bill Capuzzi recognized for demonstrating exceptional vision, leadership, and impact in all aspects of his work.
2021
WealthTech 100
Apex Clearing was recognized for having market potential, being most likely to succeed, and having a lasting impact on the industry
2021
Best API
Recognizing the companies that will define the future of our financial lives.
2021
Most Innovative Companies
Apex Clearing was recognized for being among the most groundbreaking businesses across the globe and industries.
2021
Entrepreneur Of The Year® 2021 Southwest
Apex CEO Bill Capuzzi was recognized as a leader of a high-growth company.
2021
Best Wealth Management Company
Apex Clearing recognized for four years in a row (2018–2021).
2020
Best Wealth Management Software
Apex Clearing recognized for creating positive and diverse change in the financial services space.
2020
Waters Ranking 2020 Best Clearing House
Apex Clearing won in the “best clearing house” category.
2020
Best Wealth Management Company
Apex Clearing recognized for innovation, performance, ease of use, functionality, value, and impact.
2019
Best Wealth Management Company
Apex Clearing recognized for innovation, performance, ease of use, functionality, value, and impact.
2018
Overall Winner
Apex Clearing recognized for trailblazing work with products and services that change the way we do business
2018
Best Wealth Management Company
Apex Clearing recognized for innovation, performance, ease of use, functionality, value, and impact.