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Apex is an independent, full-service clearing firm helping power the digital revolution in financial services. Apex's Digital Wealth Solutions enable highly scalable, efficient customer service frameworks that modernize operations. The company facilitates investing, making processes that used to happen in days take only seconds2012, and giving clients immediate access to advisors. Apex is a digital clearing & custody engine that provides a suite of innovative technology solutions that support the complete trading & investing lifecycle.
HQ 🇺🇸
Dallas, United States
Year founded
2012
Status
Acquired
People
Tricia Rothschild
President
William Brennan
Chief Financial Officer, Chief Operating Officer, Chief Administrative Officer
Christopher M Springer
Chief Financial Officer
Lucille Mayer
Chief Operating Officer
Josh Gray
Chief Technology Officer
Dustin Kirkland
Chief Product Officer
Bryan Jacobsen
Chief Compliance Officer
Bruce Kolman
Chief Compliance Officer
Peter Lawler
President
Hannah Shaw Grove
Chief Marketing Officer
Gary Wiedman
Senior Vice President
Investors
Northern Star Investment II
Fidelity Investments
Baron Capital Management
Coatue Management
Winslow Capital
SoFi
PEAK6 Investments
Penson Worldwide
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