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Apex Clearing

Apex Clearing
1978 FOUNDED
PRIVATE STATUS
201-500 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
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.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Specialized Finance
Financial Software
Primary Office
One Dallas Center, 350 North Street Paul Street
Suite 1300
Dallas, TX 75201
United States
+1 (214) 765-1100

Apex Clearing Valuation and Funding

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

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Apex Clearing Investments & Acquisitions (1)

Company Name Date Type Deal Size Industry Lead Partner
000000 000000000 0 31-May-2012 000000000000000000 Other Capital Markets/Institutions
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Apex Clearing Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Apex Clearing Executive Team (14)

Name Title Board
Seat
Contact
Info
William Capuzzi Chief Executive Officer
William Brennan Chief Financial Officer & Chief Operating Officer
John Kenny Chief Operating Officer
Christopher Fesler Chief Technology Officer
Brian Gover Chief Compliance Officer
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