Apex Fintech Solutions

Next-gen investors care about values, not just returns: 99% of Gen Z & 97% of Millennials consider sustainability when picking investments (Morgan Stanley). Augmented Advice™ empowers you to meet them where they are with seamless ESG and values-based investing. #FinTech

On this Memorial Day, join Apex as we honor and remember those who made the ultimate sacrifice for their country.

Apex is proud to support March of Dimes and their mission to build healthier families and stronger babies. This is our second year supporting this cause and participating in walks with purpose.

Apex is proud to announce that we’re helping 401GO bring modern technology to retirement planning. 401GO has leveraged Apex’s advanced technology solutions to deliver a retirement planning experience that is designed to rival a full-service investment platform.

Get a dev-centric view of Apex technology at apidays NY this month. Niall Haslam, Senior Manager, Software Engineering at Apex, will share our new API-focused approach with Speakesy API. Learn about our move to cloud-native tech, SDK adoption, and more.

This Mother’s Day, we celebrate moms — including the incredible moms at Apex who balance ambition and family every day. Your hard work inspires us and leaves a lasting impact. Thank you for all that you do — at work and at home!

Our client Dub.co just successfully closed a Series A funding round for $30M, and we are so excited for CEO Steven Wang and his entire team!

Congratulations to our client Zoe Financial for successfully closing its $30 million Series B funding round, led by Sageview Capital! And a special shoutout to @andrgarc Andres Garcia-Amaya, CEO of Zoe, and your team for achieving this major milestone! #funding #seriesb

We’re delighted to announce that Apex has been shortlisted in the second annual @InvestmentNews Awards in the Broker-Dealer Custodian of the Year category. Award winners will be announced on June 24, so stay tuned! #INAwardsUS

With Apex Cost Basis & Tax (formerly Apex Silver), you can automate complex calculations that are prone to manual errors. This SaaS solution is designed to pump the volume and keep the speed. Come see us at the 2025 Tax Reporting & Withholding Conference.

With access to fractional shares, direct indexing, and a model marketplace, Apex Rebalancer automates the process so you can manage more accounts with less operational effort. Available as a SaaS solution or integrated with your existing Apex workflow.

Heads up. You might need to update the dev timeline for your investing app. Turns out the tech that helps you build faster can also help you to better ramp to a global scale. hubs.la/Q03jYhmG0

Our heartiest congratulations to our client, @WebullGlobal ! We’re so proud of the success you’ve achieved and are thrilled to have been part of your journey!

Bring real-time speed, automations, and one-click transparency to calculations and adjustments. All backed by cloud security and a support team of subject matter experts. Automate complex processes with Apex Cost Basis and Tax (formerly Apex Silver). apexfintechsolutions.com/solutions/cost…

Show your support for the environment on Earth Day 2025. This year’s theme, “Our Power, Our Planet,” focuses on the essential role renewable energy plays in combating climate change and securing a sustainable future. #RenewableEnergy #EarthDay2025 #ProtectOurPlanet

Hope your Easter holiday is an enjoyable celebration of Spring, renewal, and new beginnings.

Accelerate your own capabilities and timeline with developer friendly infrastructure. Then use real-time data and cloud flexibility to take fuller control of your future.

RIAs, you can provide personalization at scale with a new model marketplace. Choose from a broad library of models, then use the Apex Rebalancer to automate the calculations.

Make it easier on yourself to launch a powerful investing experience. Build only what you need, using developer documentation, APIs, SDKs, and Ask Ascend, our Ai-powered onboarding assistant.

With self-service tools and real-time capabilities, our digital service center is designed to help you stay in control, even when you need help. And if it’s urgent, reach out to your dedicated relationship manager.