Apex | In The News

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October 19, 2017
​WealthManagement: Wells Fargo Introduces Rebalancing Tool
Sam McIngvale, Apex’s head of retail innovation, discusses Apex’s new rebalancer tool, Equilibrium, and how it is built for both new entrants into the digital advice space looking to automate more than just investment management, as well as independent RIAs looking to offer a digital product to clients. 
October 19, 2017
​Markets Insider: RobustWealth Partners with Apex Clearing to Offer Inclusive, Low-Cost ETF Trading
RobustWealth, a digital wealth management platform designed by and for investment advisors, announced today a new partnership with Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space.  
October 3, 2017
​WealthManagement: The Man Behind the Robo Curtain
WealthManagement.com spoke with Apex Clearing CEO Bill Capuzzi about the efforts many advisor firms are making to provide digital tools to their customers and how Apex is leading that innovation.
September 2, 2017
​Barron's: E*Trade, OptionsHouse Merge Platforms
Apex CEO Bill Capuzzi speaks to Barron's about adapting in order to succeed in the changing wealth management landscape.
August 25, 2017
​WealthManagement: FolioDynamix Partners with Apex Clearing
“Apex has committed its resources to digitizing the entire custodial experience, placing itself on the leading edge of transforming this archaic, cumbersome and paper-driven process,” said FolioDynamix President and COO Steve Dunlap.
August 24, 2017
​Crowdfund Insider: In Wake Of DOL’s Fiduciary Rule: Fintech Firms FolioDynamix & Apex Clearing Announce Partnership to Deliver Next Generation of Automated Investment Advice
“Our exciting partnership with FolioDynamix allows us to help usher even more investment advisors into the digital age and provide their clients with the kind of efficient, responsive experience they have come to expect and demand in all aspects of their lives,” said Apex Clearing CEO Bill Capuzzi.
August 24, 2017
​BusinessWire: FolioDynamix and Apex Clearing Partner to Deliver Next Generation of Automated Investment Advice
Firms aim to advance wealth management industry into fiduciary era with new configurable digital experience for advisor-investor collaboration.
July 19, 2017
​RIA Biz: InvestCloud, a start-from-scratch Envestnet emulator and Jamie Dimon darling, gets cozier with Apex to better reach RIAs
Apex RIAs can now customize portfolios via InvestCloud, which JP Morgan has a stake in, perhaps creating a counterweight to back-end monolith Envestnet
July 19, 2017
​Think Advisor: Apex, InvestCloud Partner on Robo, Custody Integration
Platform will provide advisors with branded robo offering integrated with Apex custodial service
July 14, 2017
​Wealth Management: Apex Partners with InvestCloud on New Digital Advice Product
Apex Clearing already serves some of the biggest names in fintech, like Betterment and Robinhood, but the new digital advice product uses InvestCloud’s modular, app-based technology to provide both startups and established businesses access to customizable technology.
July 12, 2017
​TRADERS: Apex Clearing and InvestCloud to Deliver New Digital Advice Platform
The new, flexible platform will allow RIAs and wealth managers to grow their businesses with innovative, integrated digital advice solutions and premier custody services.
July 11, 2017
​PR Newswire: Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform
Highly customizable platform will offer integrated digital wealth solutions to financial institutions.
June 26, 2017
​Portland Business Journal: Apex Clearing finds its tech home in Portland
Chief Technology Officer Chris Fesler describes how Apex has grown to be part of the burgeoning tech scene in Portland, OR.
June 2, 2017
​Benzinga: Wall Street Need Not Fear the Robots
CEO Bill Capuzzi explains why the digital revolution in financial services opens the door for the “e-advisor” model, which combines the best of human and digital services.
May 19, 2017
​Fintech TV: The digital experience
Sam McIngvale, Head of Retail Innovation, talks about how consumers today expect a full digital experience and how larger institutions are now starting to realize they need to meet those expectations.
May 17, 2017
​The Wall Street Journal: Can Free Stock Trades Sell? Robinhood App Tests New Brokerage Model
Powered by Apex Clearing, Robinhood has amassed millions of accounts and attracted interest from venture capitalists.
May 17, 2017
​InvestmentNews: What's new and exciting in the fintech space
Sam McIngvale, Head of Retail Innovation, discusses the shift in consumer expectations that is being felt across the financial services industry.
April 18, 2017
​Markets Media: CEO chat: Bill Capuzzi, Apex Clearing
CEO Bill Capuzzi believes the SEC’s decision to reduce the standard settlement time is a good first step in keeping pace with the modernization of the industry, but could have gone further.
February 8, 2017
​RIA Biz: ​Apex Clearing adds Ron Fiske to its Pershing mafia as it plays bigger for emerging asset class
Ron Fiske, Head of Retail, on joining Apex Clearing: “I’m a big believer in digital advice and I’m glad to take it to the next level.”
January 31, 2017
​Press Release: ​Apex Clearing names Ron Fiske Head of Retail to drive the company’s digital advice solutions
Ron Fiske brings expertise in custody to his new role in deepening the company’s digital investment solutions.
January 26, 2017
​Inc.: 6 fintechs disrupting the industry — These six ventures are reshaping the infrastructure in the financial services sector.
Inc. magazine highlights Apex Clearing as one of the companies that’s disrupting the industry.
January 25, 2017
​WealthManagement: Apex Clearing adds rebalancing technology

Apex Clearing “will integrate rebalancing technology from Smartleaf into its core custody and clearing services. The companies said they intend to target firms that are interested in adding digital advice into their existing offering.”
January 24, 2017
​PR Newswire: Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform
Apex Clearing “will integrate rebalancing technology from Smartleaf into its core custody and clearing services. The companies said they intend to target firms that are interested in adding digital advice into their existing offering.”


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