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 Mar 31, 2026, the latest employee count at Apex Fintech Solutions is 1058.

Is Apex Fintech Solutions a funded company?

Apex Fintech Solutions is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Apex Fintech Solutions rank among its competitors?

Apex Fintech Solutions ranks 61st amongst 677 active competitors, of which 104 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $650M in Nov, 2025.

Who are the top competitors of Apex Fintech Solutions?

Apex Fintech Solutions' top competitors include Addepar, KFin Technologies and SEI. Among them, FNZ secured the most recent funding round in November, 2025.

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

Investors

PEAK6

Ranked

61^st among 677 active competitors

Employee Count

1,058 as on Mar 31, 2026

Investment & Acquisitions

Bruce Markets & 5 more

Similar Companies

Addepar & 738 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 1,058 employees as of Mar 26. Here is Apex Fintech Solutions's employee count trend over the years:

Employee count trend for Apex Fintech Solutions

Uncover Apex Fintech Solutions' growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Apex Fintech Solutions include Addepar, KFin Technologies and SEI. 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, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 57 others	78/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Compar Estates and Agencies, Kotak Mahindra Bank ... & 11 others	76/100
3rd	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	Credit Suisse, Capitala Group	74/100
4th	FNZ 2003, London (United Kingdom), Acquired	Wealth management solutions for asset managers	$2.55B	Temasek, CPP Investments & 12 others	74/100
5th	Broadridge 2007, Nassau (United States), Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Hg & 2 others	74/100
6th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 16 others	71/100
7th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 2 others	70/100
8th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family Holdings, Play Holdings & 34 others	68/100
9th	ZILO 2020, London (United Kingdom), Series A	Software-enabled transfer agency system	$58.7M	Portage, Fidelity International Strategic Ventures ... & 4 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	64/100
61st	Apex Fintech Solutions 2012, Dallas (United States), Funding Raised	Provider of wealth management technology for financial services industry firms	-	PEAK6	48/100

Get insights and benchmarks for competitors of 2M+ companies! Sign up today!

Looking for more details on Apex Fintech Solutions's competitors? Click here to see the top ones

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)

Want to know more about where corporates are investing? Sign up today!

See all acquisitions by Apex Fintech Solutions

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

Free

Investment Tech - Sector Report

Edition: March, 2026 (95 Pages)

View all reports related to Apex Fintech Solutions

Media has covered Apex Fintech Solutions for a total of 15 events in the last 1 year, 7 of them have been about partnerships and 6 about company updates.