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Apex Clearing

Description

Provider of clearing and execution services to the financial services industry. The company provides margin and option capabilities, cash management services, retirement plans, mutual funds, margin lending, and other key back office services to its clients.

2012

Founded

PRIVATE

Status

201-500

Employees

Platform

Latest Deal Type

1

Investors

Description

Provider of clearing and execution services to the financial services industry. The company provides margin and option capabilities, cash management services, retirement plans, mutual funds, margin lending, and other key back office services to its clients.

Website:

www.apexclearing.com

Ownership Status

Privately held (backing)

Financing Status

Private Equity-Backed

Primary Industry

Consumer Finance

Other Industries

Specialized Finance
Other Financial Services

Primary Office

One Dallas Center, 350 North Street Paul Street Suite 1300 Dallas, TX 75201United States
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Apex Clearing Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

Apex Clearing Investors (1)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
PEAK6 InvestmentsOtherMinority000 0000000 0000
PEAK6 Investments Other

Apex Clearing Executive Team (13)

NameTitleBoard
Seat
Contact
Info
Daniel RosenthalChief Executive Officer
Abbey PerkinsChief Financial Officer
John KennyChief Operating Officer
Michael UbisChief Technology Officer
Brian GoverChief Compliance Officer
Daniel Rosenthal Chief Executive Officer
Abbey Perkins Chief Financial Officer
John Kenny Chief Operating Officer
Michael Ubis Chief Technology Officer
Brian Gover Chief Compliance Officer
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