Author an Extraordinary
End-Investor Experience

It turns out there are straightforward ways to create a more powerful and delightful digital experience, whether you build your own or combine the powers of multiple solutions.

Ultimately, what matters is your business and your vision. Let’s see if we can help.

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Apex Advisory

Plan Your Own Technology Roadmap

Bring your ideal client experience to life. Offer fractional shares, and a truly digital account opening and funding process. And do it all on your timeline, with an innovative custodian built to evolve with you and the investors you serve.

Nimble, stable, proven — with Apex, you have a strong clearing and custody partner native to the digital age.

$ 0 B+
Assest Under Custody*
0 M+
Accounts Supported*

*Data as of 03/31/23

Stop Waiting for Truly Digital Account Opening

Our turnkey platform makes account opening and funding a truly digital process. No PDFs to download. Nothing to print or scan. No manual processes or stacks of paper. Just a fast, frictionless experience to impress new clients from the jump.

Build on Frictionless Infrastructure

Fast and fluid transactions are now the default investor expectation. With a flexible open architecture, the Apex integration process is built from the ground up and innovated on top. Together with our integrated technology partners, we create a modern experience. We take pride in making our integrated tech partners more powerful, supercharging your tech stack.

Apex Fintech Solutions frictionless infrastructure

Plug Into Our Partner Ecosystem

We make it easier to get the most out of your tech stack through open architecture, seamless APIs, and a wide range of integration partners. Talk to us about your technology preferences and needs, and we’ll work with you to create an integration strategy that suits your unique situation.

Orion
Black Diamond
FusionIQ
Supernova Technology
Docupace
Advyzon

Lean on a Custodian Who Won’t Compete With You

When we work with you, our sole focus is on facilitating the relationship between you and your customers. You get the benefits of our deep capitalization and a proprietary enterprise-grade technology platform sought after by fast-growing, high-volume companies.

But you never have to compete with us. We have no retail advisory business. You will never have to worry if you’re getting access to state-of-the-art products or technology. We’re built to support your growth with unparalleled service and innovative investor experiences.
Take the Next Step
Talk to us about how we can help set you up for success.
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