PRESS RELEASES

Aug 24 2017

FolioDynamix and Apex Clearing Partner to Deliver Next Generation of Automated Investment Advice

Fintech firms aim to advance wealth management industry into fiduciary era with new configurable digital experience for advisor-investor collaboration

Jul 11 2017

Love0

Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform

Highly customizable platform will offer integrated digital wealth solutions to financial institutions

Jan 24 2017

Love0

Apex Clearing selects Smartleaf to provide sophisticated portfolio rebalancing to its custody and clearing clients

Previous 1 … 4 5 6

Apex Fintech Solutions @apexfintech·

28 Sep

Apex’s culture is, at its core, an aggregate of actions; how each individual shows up every day. As a global team of 700+ individuals, our values — be impactful, act boldly, operate ethically and more — are at the heart of our dynamic culture. Learn more: https://bit.ly/3DCvk2d

Reply on Twitter 1575156041880576000 Retweet on Twitter 1575156041880576000 Like on Twitter 15751560418805760002 View on Twitter 1575156041880576000

Apex Fintech Solutions @apexfintech·

27 Sep

Apex’s Marcel Tsai and Perry Marchant recently represented Apex at the Orion Fuse Conference, discussing how we can innovate and help modernize the advisor-client experience. We are proud to be the powerhouse behind innovative partnerships such as @Orion_OAS & @first_affirm!

Reply on Twitter 1574800961188798465 Retweet on Twitter 1574800961188798465 Like on Twitter 15748009611887984651 View on Twitter 1574800961188798465

Privacy Policy | Other Disclosures | Futures Disclosures | Form CRS | Divulgação
Apex Clearing is registered with the SEC, a member of FINRA, a participant in SIPC and licensed in 53 states and territories. FINRA BrokerCheck reports for Apex Clearing are available at http://www.finra.org/brokercheck. Certain services referenced on this site are provided through partnerships between Apex Clearing Corporation and third-parties. Cryptocurrency trading is offered in partnership with Apex Crypto. © 2022 Apex Clearing Corporation | Site by Nectar Inc.

FolioDynamix and Apex Clearing Partner to Deliver Next Generation of Automated Investment Advice

Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform

Apex Clearing selects Smartleaf to provide sophisticated portfolio rebalancing to its custody and clearing clients

Archive

RECENT MEDIA | SEE ALL

LATEST TWEET FOLLOW US

HEADQUARTERS

CHICAGO

LOS ANGELES

NEW YORK – MIDTOWN

PORTLAND

BELFAST