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Apex Clearing

Apex Clearing?uq=8lCq2teR
1978 FOUNDED
PRIVATE STATUS
201-300 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) 000-0000

Apex Clearing Valuation and Funding

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

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Apex Clearing Acquisitions (1)

Company Name Deal Date Deal 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 (19)

Name Title Board
Seat
Contact
Info
William Capuzzi Chief Executive Officer
William Brennan Chief Financial Officer
Bob Doebler Chief Operating Officer
John Kenny Chief Operating Officer
Christopher Fesler Chief Technology Officer

3 Former Executives

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