When was Apex Fintech Solutions founded?

Apex Fintech Solutions was founded in 2012.

Where is Apex Fintech Solutions located?

Apex Fintech Solutions is headquartered in Dallas, United States. It is registered at Dallas, Texas.

Who is the current CEO of Apex Fintech Solutions?

William Capuzzi of Apex Fintech Solutions. They are also an angel investors in 1 startup.

How many employees does Apex Fintech Solutions have?

As of Aug 31, 2026, the latest employee count at Apex Fintech Solutions is 1113.

How much is Apex Fintech Solutions worth?

The latest valuation of Apex Fintech Solutions is $***** as of Jan 01, 2021.

Where does Apex Fintech Solutions rank among its competitors?

Apex Fintech Solutions ranks 51st amongst 872 active competitors, of which 109 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of Apex Fintech Solutions?

Apex Fintech Solutions' top competitors include Addepar, Avaloq and KFin Technologies. Among them, FNZ secured the most recent funding round in September, 2026.

Apex Fintech Solutions - 2026 Company Profile, Team, Funding & Competitors

Company Details

Provider of wealth management technology for financial services industry firms. It offers a cloud-native platform designed for broker-dealers and wealth management companies. The platform supports account opening, funding, clearing, and custody services. It also provides tools for augmented advice, rebalancing, and trading. The company delivers APIs, SDKs, and developer resources to facilitate integration and customization.

Website: apexfintechsolutions.com
Social
Registered Address: Dallas, Texas

Key Metrics

Founded Year

2012

Location

Dallas, United States

Stage

Funding Raised

Post Money Valuation

$***** as on Jan 01, 2021

Investors

PEAK6

Ranked

51^st among 872 active competitors

Employee Count

1,113 as on Aug 31, 2026

Investment & Acquisitions

Bruce Markets & 5 more

Similar Companies

Addepar & 933 more

View Apex Fintech Solutions' full profile

Apex Fintech Solutions is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
APEX CLEARING CORPORATION CIN: 132967453 , United States, Active	Dec 26, 999	-	749 (As on Dec 31, 2024)	-

Apex Fintech Solutions is a funded company. Apex Fintech Solutions has 1 institutional investor.

View details of Apex Fintech Solutions's funding rounds and investors

Apex Fintech Solutions' employee count trend

Apex Fintech Solutions has 1,113 employees as of Aug 26. Here is Apex Fintech Solutions's employee count trend over the years:

Employee count trend for Apex Fintech Solutions

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Top competitors of Apex Fintech Solutions include Addepar, Avaloq and KFin Technologies. Here is the list of Top 10 competitors of Apex Fintech Solutions, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, New York City (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	79/100
2nd	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 4 others	76/100
3rd	KFin Technologies 2017, Hyderabad (India), Public	Provider of software solutions for transaction management, compliance, and data analytics	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies ... & 11 others	76/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	74/100
5th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
6th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
7th	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	69/100
8th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	66/100
9th	Gen II Fund Services 2009, New York City (United States), Acquired	Provider of private equity fund administration services. It offers fund administration, corporate services, tax compliance, and depositary management. The firm utilizes technology to optimize investment management and operational efficiency, providing timely and accurate reporting to investors. Services are tailored to various client sectors, including real assets, fund of funds, and credit. A global team supports clients with local expertise in key financial centers.	-	General Atlantic, Cobepa & 2 others	65/100
10th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
51st	Apex Fintech Solutions 2012, Dallas (United States), Funding Raised	Provider of wealth management technology for financial services industry firms	-	PEAK6	52/100

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Apex Fintech Solutions has made 2 investments in companies including Bruce Markets and Marstone. Apex Fintech Solutions has also acquired 4 companies including FinTron and AdvisorArch.

Here is the list of investments & acquisitions:

Filter this list

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Jun 25, 2025	Investments	Bruce Markets	2024	Chicago (United States)
Oct 15, 2024	Acquisition	FinTron	2018	Westport (United States)
Mar 12, 2024	Acquisition	AdvisorArch	2022	New Hope (United States)

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See all acquisitions by Apex Fintech Solutions

Here is the latest report on Apex Fintech Solutions's sector:

Free

Investment Tech - Sector Report

Edition: September, 2026 (95 Pages)

View all reports related to Apex Fintech Solutions

Media has covered Apex Fintech Solutions for a total of 18 events in the last 1 year, 9 of them have been about company updates and 9 about partnerships.