Unleash Your Fintech Superpowers
We enable clients to deliver digital investing, through real-time activation and funding, modern custody and clearing, and an array of asset classes. All supported by battle-tested financial crime protocols, strong capitalization, and technology.
Take customers from first impression to first trade as fast as tapping your finger
From real-time account activation and funding to trading, clearing, settlement and more. All backed by elite teams of regulatory and risk management veterans, capital stability, and a modern, flexible, highly scalable tech stack.
20M+ Brokerage Accounts
171 Countries
With active investors (across 6 continents)
5 Asset Classes
Of traditional securities
$164B+ Assets Under Custody
663M+ Total trades in 2024*
Apex proprietary data as of 12/31/2024.
* 2024 figures via Apex proprietary data as of 12/31/2024.
From Onboarding to Reporting
A flexible, secure ecosystem and capital structure that manages the full lifecycle of your customer investment accounts from activation to tax season.
Onboarding
Funding
Trading
Clearing
Custody
Cost Basis and Tax Reporting
Testimonials*
Our Millions of Customers
"Apex provides critical clearing solutions for Stash, helping us better support our millions of customers as they work towards their unique financial goals."
Brandon Krieg
Stash Co-Founder and CEO
They Worked with Us to Make It Happen
“When we asked them to do things that had never been done before, they worked with us to make it happen. Without that attitude, we would not have been able to deliver the unique experience we offer our customers.”
Kerim Derhalli
Invstr CEO
* The comments expressed here may not represent all client experiences. These statements are not meant to indicate any guarantee of future performance or success.
Power Up Your Capabilities
Address customer acquisition costs by converting visitors into customers in real time
- Accounts can be opened in seconds*
- Fund accounts right after opening
- Start trading immediately after funds are transferred
All without additional exposure to risk
- Scalable background checks including US Identify Verification, Cash Account Verification, OFAC & Sanctions, Negative News, Escalations with Biometrics
- Financial risk mitigation tools like AI-powered ACH Return Scoring
* Most securities accounts can be opened in seconds and funded moments later, enabling trading thereafter.
We’ve been first to market with innovation
-
Real-Time Account Opening
-
Fractional Share Trading Capabilities
-
Robo Investing
-
Commission-Free Investing
Working with Apex means receiving access to waves of new features, capabilities, and products to support your business and deepen your offering to your own customers.
Rise to the Moment
Our clients gained
1.37M
new accounts
in one week.*
* Between 1/28/2021 and 2/3/2021, our clients opened 1.37M new customer accounts through our platform.
** Most securities accounts can be opened in seconds and funded moments later, enabling trading thereafter.
- Accelerate time-to value
- Activate accounts in seconds**
- Fund accounts immediately after opening**
- Expand while backed by robust security and compliance protocols and an elite team of industry veterans
While other companies struggled and slowed service during the meme-stock episode, our clients gained 1.37M new accounts in just one week. While others stopped trading because they couldn’t figure out if their capital was sufficient to continue executing trades, our clients benefited from Apex’s robust capitalization and rapid-response risk management platform. It’s not just our technology that is built to thrive at scale when it matters most.
Apex Library
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