Apex Clearing Overview

  • Founded
  • 2012
Founded
  • Status
  • Private
  • Employees
  • 400
Employees
  • Latest Deal Type
  • PIPE
  • (Announced)
  • Financing Rounds
  • 4
  • Investments
  • 6

Apex Clearing 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

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 350 North Saint 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 intended for the financial services industry. The company offers margin and
Other Financial Services
Dallas, TX
400 As of 2021
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00000 000000000 00000000
London, United Kingdom
000 As of 0000
000.00
000000000000 000.00

0000

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00000 000000000 00000000
Dublin, Ireland
0 As of 0000
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Apex Clearing Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Calastone Private Equity-Backed London, United Kingdom 000 000.00 000000000000 000.00
0000 Angel-Backed Dublin, Ireland 0 000000000000
0000000000 00000 & Corporation New York, NY 0000
00000000 Corporate Backed or Acquired Jersey City, NJ 0000 000000&0
0000000 00000000 Private Debt Financed Chicago, IL 000000000
You’re viewing 5 of 7 competitors. Get the full list »

Apex Clearing Executive Team (27)

Name Title Board Seat Contact Info
William Capuzzi Chief Executive Officer
Christopher Springer Chief Financial Officer
Lucille Mayer Chief Operating Officer
Josh Gray Chief Technology Officer
William Brennan JD Chief Administrative Officer
You’re viewing 5 of 27 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 (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 0000000 06-Jan-2022 0000000000 00000 Brokerage 0000000 0
000000 000000 15-Sep-2021 0000000000 Other Financial Services
000 00 00 000 21-May-2020 00000 (000 00.000 Financial Software
00000000 20-May-2020 00000 0000 0000 Financial Software
Electronic Transaction Clearing 09-Sep-2019 Buyout/LBO Other Financial Services 0000000 0
You’re viewing 5 of 6 investments and acquisitions. Get the full list »

Apex Clearing Subsidiaries (2)

Company Name Industry Location Founded
Electronic Transaction Clearing Other Financial Services Los Angeles, CA 2007
0000 0000000 Glenview, IL 0000
To view Apex Clearing’s complete subsidiaries history, request access »