Every Fintech Revolutionary Deserves a Brilliant Accomplice

Go ahead, make bold plans. There’s a reason so many brands trust us to get things just right.

We’re Here To Speed Up Your Progress

We’ll support you with flexible, mix-and-match solutions. And we have your back as a true custodian.

The Expertise To Serve a Wide Variety of Clients

0 M
Total Trades
in 2021*
0
Continents of Active
Investors Supported**
0
Asset Classes
of Traditional Securities**
$ 0 B+
Assets Under
Custody**

*Data as of 12/31/21
**Data as of 6/30/22

The Support To Scale
and Keep Scaling

Get off the ground quickly and easily using our digital clearing and custody platform. Then give yourself a long runway to grow with our mix-and-match configurable solutions. Our infrastructure helps you bring customers a wide and expanding variety of financial Instruments, account types, financing solutions, and modern client experiences.

A True Custodian Who Won’t Compete With You

When we work with you, our focus is on facilitating the relationship between you and your customers. So you can rest assured you won’t be competing with Apex retail locations or investment products. At the same time, you'll get the stability of our strong capitalization and deep compliance expertise as a custodian responsible for holding and safekeeping investor assets.

A Powerful Way
to Enter the Market

The start-ups don’t have a monopoly on bold thinking or digital prowess. We help large enterprises learn how to throw their weight around — entering new markets and winning the hearts (and engagement) of massive consumer audiences. We understand what it takes to modernize traditional businesses and to compete in the financial innovation landscape.

Arming You With Innovation After Innovation

At our core, we are a tech company — experts and engineers pushing beyond the status quo. We’re innovating products and bringing them to the market before our competitors. We deliver these products and features to our clients — to you — to help you bring an ever more powerful experience to your customers.
Instant account opening1
Digital
ACATS
Fractional
shares
Crypto side-by-side with brokerage
(through Apex Crypto)
1Most accounts can be opened in seconds.

Backing Every Step With Regulatory Excellence

We are happy to compete on risk-management and compliance expertise. With billions of dollars under custody2, we understand the stakes involved in getting things exactly right.

2Data as of 3/31/2022
Take the Next Step
Talk to us about how we can help set you up for success.