Apex Fintech Solutions Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • IPO Registration

  • Employees
  • 755

Employees

  • Latest Deal Type
  • IPO
  • (Announced)

  • Financing Rounds
  • 5

  • Investments
  • 10

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

Formerly Known As
Apex Clearing, Fleet Securities Inc, Adp Clearing & Outsourcing Services, Inc., Fleet Securities, Inc.
Ownership Status
In IPO Registration
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Corporate Office
  • 350 North Saint Paul Street
  • Suite 1300
  • Dallas, TX 75201
  • United States
+1 (214) 000-0000

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Apex Fintech Solutions Valuation & Funding

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

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Apex Fintech Solutions 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
Financial Software
Dallas, TX
755 As of 2024
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000000

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00000 000000000 0000
London, United Kingdom
000 As of 0000
000.00
000000000000 000.00

000 00

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000000000
Westlake, TX
00000 As of 0000
000.00
000000000 00 000.00
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Apex Fintech Solutions Competitors (19)

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
The Charles Schwab Private Debt Financed Westlake, TX 00000 000.00 000000000 00 000.00
SEI Investments Formerly VC-backed Oaks Village, PA 0000 000.00 000000000000 000.00
E*TRADE Corporate Backed or Acquired Jersey City, NJ 0000 00.000 000000&0 00.000
American Express Private Debt Financed Salt Lake City, UT 00000 0000 000000000 0000
You’re viewing 5 of 19 competitors. Get the full list »

Apex Fintech Solutions Executive Team (35)

Name Title Board Seat Contact Info
William Capuzzi Chief Executive Officer
Chantal Wessels Chief Financial Officer
Terry Ray Chief Operating Officer
Andy Lientz Chief Technology Officer
William Brennan JD Chief Administrative Officer
You’re viewing 5 of 35 executive team members. Get the full list »

Apex Fintech Solutions Board Members (1)

Name Representing Role Since
0000000 00000 Self Board Member 000 0000
To view Apex Fintech Solutions’s complete board members history, request access »

Apex Fintech Solutions Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 Fintech Solutions Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Apex Fintech Solutions Investments & Acquisitions (10)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
AdvisorArch 12-Mar-2024 0000000000 Financial Software 0000000 0
Wizest 31-Mar-2022 0000 00000 00.00 Financial Software
CODA Markets 06-Jan-2022 0000000000 00000 Financial Software 0000000 0
Apex Silver 15-Sep-2021 0000000000 Other Financial Services 0000000 0
FinTron 19-Jul-2021 Early Stage VC 00000 Financial Software
You’re viewing 5 of 10 investments and acquisitions. Get the full list »

Apex Fintech Solutions Subsidiaries (2)

Company Name Industry Location Founded
AdvisorArch Financial Software New Hope, PA 2022
Apex Silver Other Financial Services Dallas, TX 0000
To view Apex Fintech Solutions’s complete subsidiaries history, request access »

Apex Fintech Solutions Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
All of Us Financial 21-May-2020 0000 00000 00.000 Completed
  • 0000 0000000 00000
To view Apex Fintech Solutions’s complete exits history, request access »

Apex Fintech Solutions FAQs

  • When was Apex Fintech Solutions founded?

    Apex Fintech Solutions was founded in 2012.

  • Who is the CEO of Apex Fintech Solutions?

    William Capuzzi is the CEO of Apex Fintech Solutions.

  • Where is Apex Fintech Solutions headquartered?

    Apex Fintech Solutions is headquartered in Dallas, TX.

  • What is the size of Apex Fintech Solutions?

    Apex Fintech Solutions has 755 total employees.

  • What industry is Apex Fintech Solutions in?

    Apex Fintech Solutions’s primary industry is Financial Software.

  • Is Apex Fintech Solutions a private or public company?

    Apex Fintech Solutions is a Private company.

  • What is Apex Fintech Solutions’s current revenue?

    The current revenue for Apex Fintech Solutions is 000000.

  • 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, The Charles Schwab, SEI Investments, E*TRADE, and American Express are some of the 19 competitors of Apex Fintech Solutions.

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