Apex Clearing Overview

  • Founded
  • 2012
Founded
  • Status
  • Private
  • Employees
  • 210
Employees
  • Latest Deal Type
  • 2ndary - Private
  • (Cancelled)
  • Financing Rounds
  • 2
  • Investments
  • 2

Apex Clearing General Information

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. The company's industry-leading technology provides a powerful suite of APIs that integrates seamlessly with the business infrastructure.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • One Dallas Center, 350 North Street Paul Street
  • Suite 1300
  • Dallas, TX 75201
  • United States
+1 (214) 000-0000
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Apex Clearing Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Apex Clearing Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of clearing and execution services to the financial services industry. The company provides margin and option c
Other Financial Services
Dallas, TX
210 As of 2017
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Jersey City, NJ
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Saint Louis, MO
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Apex Clearing Competitors (12)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Pershing Corporate Backed or Acquired Jersey City, NJ 000000&0
000000 00000 00000 Private Debt Financed Saint Louis, MO 00000 000000000 00
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
000 000000000 Formerly PE-Backed Boston, MA 0000 00000 000000000 00 00000
00000000 Corporation Gainesville, FL 00 000000000 -
You’re viewing 5 of 12 competitors. Get the full list »

Apex Clearing Executive Team (26)

Name Title Board Seat Contact Info
William Capuzzi Chief Executive Officer
William Brennan Chief Financial Officer & Chief Administrative Officer
Lucille Mayer Chief Operating Officer
Jeffrey Goldstein JD Chief Strategy Officer
Josh Gray Chief Technology Officer
You’re viewing 5 of 26 executive team members. Get the full list »

Apex Clearing Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Apex Clearing Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Apex Clearing Investments & Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 00 00 00000000 21-May-2020 00000 (0000000000) 00.000 Financial Software
Penson Financial Services (Securities Division) 31-May-2012 Merger/Acquisition Other Capital Markets/Institutions
To view Apex Clearing’s complete investments and acquisitions history, request access »