Apex Fintech Solutions Overview
- Year Founded
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2012
- Status
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Private
- Employees
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923
- Latest Deal Type
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IPO
- (Postponed)
- Financing Rounds
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5
- Investments
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11
Apex Fintech Solutions General Information
Description
Provider of clearing and execution services intended for the financial services industry. The company offers margin and options capabilities, cash management services, retirement plans, mutual funds, margin lending and other key back-office services to its clients, enabling them to integrate seamlessly with the business infrastructure.
Contact Information
Website
www.apexfintechsolutions.comCorporate Office
- 350 North Saint Paul Street
- Suite 1300
- Dallas, TX 75201
- United States
Corporate Office
- 350 North Saint Paul Street
- Suite 1300
- Dallas, TX 75201
- United States
Apex Fintech Solutions Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Apex Fintech Solutions Comparisons
Industry
Financing
Details
Apex Fintech Solutions Competitors (20)
One of Apex Fintech Solutions’s 20 competitors is Calastone, a Private Equity-Backed company based in London, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Calastone | Private Equity-Backed | London, United Kingdom | ||||
| E*TRADE | Corporate Backed or Acquired | Arlington, VA | ||||
| FXCH | Formerly Angel backed | Dublin, Ireland | ||||
| Freetrade | Formerly VC-backed | London, United Kingdom | ||||
| SWIFT | Venture Capital-Backed | La Hulpe, Belgium |
Apex Fintech Solutions Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Apex Fintech Solutions Patents
Apex Fintech Solutions Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20210365975-A1 | Distribution of fractional equity rewards based on purchase behavior | Active | 10-Aug-2018 | ||
| US-11113709-B2 | Distribution of fractional equity rewards based on purchase behavior | Active | 10-Aug-2018 | ||
| US-20200051113-A1 | Distribution of fractional equity rewards based on purchase behavior | Active | 10-Aug-2018 | ||
| US-11816691-B2 | Distribution of fractional equity rewards based on purchase behavior | Active | 10-Aug-2018 | ||
| US-20210398163-A1 | Distribution of fractional equity rewards based on purchase behavior | Active | 10-Aug-2017 | G06Q30/0239 |
Apex Fintech Solutions Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Apex Fintech Solutions Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Apex Fintech Solutions Investments & Acquisitions (11)
Apex Fintech Solutions’s most recent deal was a Buyout/LBO with FinTron. The deal was made on 15-Oct-2024.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| FinTron | 15-Oct-2024 | Buyout/LBO | Financial Software | ||
| AdvisorArch | 12-Mar-2024 | Buyout/LBO | Financial Software | ||
| Wizest | 31-Mar-2022 | Seed Round | Financial Software | ||
| CODA Markets | 06-Jan-2022 | Buyout/LBO | Financial Software | ||
| Apex Silver | 15-Sep-2021 | Buyout/LBO | Other Financial Services |
Apex Fintech Solutions Exits (2)
Apex Fintech Solutions’s most recent exit was on 06-Jan-2022 from CODA Markets. The exit was categorized as with 2 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| CODA Markets | 06-Jan-2022 | Completed |
|
||
| All of Us Financial | 21-May-2020 | Seed Round | Completed |
Apex Fintech Solutions Affiliates
Subsidiaries (3)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| AdvisorArch | New Hope, PA | 2022 | |
| FinTron | Stamford, CT | 2017 | |
| Apex Silver | Dallas, TX | 1991 |
Apex Fintech Solutions FAQs
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When was Apex Fintech Solutions founded?
Apex Fintech Solutions was founded in 2012.
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Where is Apex Fintech Solutions headquartered?
Apex Fintech Solutions is headquartered in Dallas, TX.
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What is the size of Apex Fintech Solutions?
Apex Fintech Solutions has 923 total employees.
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What industry is Apex Fintech Solutions in?
Apex Fintech Solutions’s primary industry is Financial Software.
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Is Apex Fintech Solutions a private or public company?
Apex Fintech Solutions is a Private company.
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What is Apex Fintech Solutions’s current revenue?
The current revenue for Apex Fintech Solutions is .
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Who are Apex Fintech Solutions’s investors?
SoFi, PEAK6 Investments, and Penson Worldwide have invested in Apex Fintech Solutions.
-
Who are Apex Fintech Solutions’s competitors?
Calastone, E*TRADE, FXCH, Freetrade, and SWIFT are some of the 20 competitors of Apex Fintech Solutions.
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