Awarded one of the 10 most innovative finance companies of 2021Flexible
Systems
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Our open API system means we work with you. We don’t compete against you.
Apex is an open system. A platform built on the simple premise that custody is meant to serve. Not control. So we designed the Apex platform to facilitate the relationship between you and your customer – not dictate it. We don’t force pre-packaged solutions or off-the-shelf solves. Instead we provide customizable tools and technology that enable your customers to save, spend and invest their assets in a completely original model of your design.
Your vision. Our platform.
Rigid
Systems
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Closed platforms are interested in building their business, not yours.
Closed systems attempt to own the end customer and control the intermediary. They dictate versus facilitate, with legacy systems built on legacy technology driven by legacy thinking.
These systems are built on process and requirements and are antithetical to speed and innovation. They sell pre-packaged products for highly structured fees and retain through friction and obstruction. Closed systems sell instead of serve.
Future-Proofing Finance
Technical and business solutions for the digital world.
Clearing & Custody
Our clearing and custody engine is a modern, enterprise-grade platform with a full complement of industry networking and tooling integrations to support a wide range of financial instruments, account types and financing solutions
Apex Technical Solutions
We offer a robust suite of APIs – with an enhanced developer portal – to facilitate the complete trading and investing lifecycle from account opening through regulatory support and everything in between
Apex Extend
This full-stack business solution connects the front, middle and back office environments to streamline your internal processes and deliver a robust investor experience
Integration Partners
Choose from an open architecture ecosystem of pre-integrated turnkey platforms and specific services to customize your wealth management CX and leverage Apex’s core technology
Your technology partner ought to have an opinion.
Apex gives Forbes the ‘Crucial Quote’ on the benefits of fractional share trading
CNN discusses the role of financial well-being solutions in a zero-commissions world with Apex
The WSJ features Apex’s data in their analysis of Millennials’ interests in ESG investing
We enable a more versatile Stash
With dedication to affordability and simplicity, STASH brings together banking, investing, and education into one seamless platform. Today, STASH and Apex work together to deliver a diversified investing experience for millions of Americans.
We see eye-to-eye with SoFi
What’s the encore performance after revolutionizing the student loan market? Offering a broader range of services to help members take control of their finances. Today, SoFi and Apex work together to provide frictionless access to investment opportunities to more than 900,000 individuals with the speed and efficiency they expect from a world class fintech app.
We keep Firstrade in the lead
As one of the original commission-free trading platforms, Firstrade saw an opportunity to serve self-directed investors with a full suite of products and research tools before it became an industry trend. Today, Firstrade and Apex work together to power an award-winning online trading experience with lightning fast execution for serious investors.
