Apex Fintech Solutions
Modern Wealth Tech for Digital Investing.
Overview
Apex Fintech Solutions is a 'fintech for fintechs,' offering the underlying infrastructure for digital wealth management. Through its suite of APIs, Apex provides clearing and custody, trading, account opening, and other essential brokerage services. This allows companies to build and launch their own digital investing and trading experiences without having to build the complex back-end infrastructure themselves.
āØ Key Features
- Custody and clearing services
- Real-time digital account opening
- Fractional share trading
- Cryptocurrency trading and custody
- Robo-advising tools (rebalancer, direct indexing)
- Extensive API suite
šÆ Key Differentiators
- Modern, API-first technology stack
- Speed to market for clients
- Support for innovative features like fractional shares and crypto
Unique Value: Empowers any company to embed investing and wealth management capabilities into their products quickly and easily, abstracting away the complexity of brokerage operations and regulation.
šÆ Use Cases (4)
ā Best For
- Powering the back-end infrastructure for many of the leading consumer-facing robo-advisors and trading apps.
š” Check With Vendor
Verify these considerations match your specific requirements:
- Direct-to-consumer investors
- Firms looking for a complete, all-in-one, front-end wealth management platform
š Alternatives
Offers a more modern, flexible, and developer-friendly platform compared to traditional clearing firms, enabling faster innovation for its clients.
š» Platforms
š Support Options
- ā Email Support
- ā Phone Support
- ā Dedicated Support (All tier)
š Compliance & Security
š° Pricing
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