Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde
Rothschild Joins as President & Valverde Joins as GM to Maximize Apex's Growth, Positioning the Firm to be the Custodian of Choice in Wealth Management
Jul
30
2020
Apex Clearing’s Q2 2020 ‘Millennial 100’ Stock Pulse Report Shows Cross-Generational Support for Certain Stocks in Post-Pandemic World
Amid a continuing backdrop of fear and uncertainty in the second quarter, investors that custody with Apex Clearing again traded at unprecedented levels with a seeming consensus across generations on a few top picks
Jul
27
2020
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Investors Can Now Open and Fund Accounts from Inside Orion's Client Portal in Minutes Utilizing Apex's Industry Leading APIs
Jul
14
2020
Apex Clearing and Marstone Launch Fully Integrated Digital Wealth Solution Through Strategic Partnership
First joint client mandate will transform wealth management as well as help companies meet investor demands and needs for years to come
Jun
23
2020
Apex Clearing Introduces Apex Extend
Full-stack, turnkey technology enables financial and non-financial firms to quickly and cost-effectively enter wealthtech space
Apr
21
2020
Apex Clearing Releases Q1 2020 ‘Millennial 100’ Stock Pulse Report
COVID-19 pandemic and global economic crisis drives record rise in account openings, trading volumes and higher cash balances for investors across multiple generations that custody with Apex Clearing
Apr
02
2020
Apex Clearing Migrates to Coordinated Product Launch Cycles
Release 20a Includes New Developer Portal and Upgrades to Multiple APIs, Adopting Best Practices Utilized by the Technology Industry
Jan
23
2020
Apex Clearing Releases Q4 ‘Millennial 100’ Stock Pulse Report
Latest installment of the 'Next Investor Outlook' from the innovative custodian highlights the top 100 stocks owned by a subset of millennials as of December 2019
Jan
15
2020
Custodian-of-Choice Apex Clearing Now Fully Integrated with Bambu
Global robo-advisor technology provider Bambu benefits from Apex Clearing’s innovative digital wealth solutions as they expand within the U.S. market, reaching more consumers
Oct
31
2019
Apex Clearing Releases Q3 ‘Millennial 100’ Stock Pulse Report
Latest installment of the 'Next Investor Outlook' from the innovative custodian highlights the top 100 stocks owned by Millennials as of September 2019
