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.

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20M+ Brokerage Accounts

168 Countries

With active investors (across 6 continents)

5 Asset Classes

Of traditional securities

$135B+ Assets Under Custody

581M+ Total trades in 2023*

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.






Cost Basis and Tax Reporting

Clearing & Custody Solutions


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

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

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


new accounts
in one week.*

  • 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.

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