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Apex Fintech Solutions

Apex Fintech Solutions Summary

Company Summary

Overview
Apex Fintech Solutions is a company that provides wealth management solutions. It offers tools for account onboarding, risk management, bulk transfer, share training, routing, alternative trading, etc. The company caters to fintech, advisory, institutional, and other industries.
Type
Subsidiary
Status
Active
Founded
2012
HQ
Dallas, TX, US | view all locations
Website
https://apexfintechsolutions.com
Cybersecurity rating
Sectors

Key People

  • William Capuzzi

    William Capuzzi, Chief Executive Officer

    • Rajeev Khurana

      Rajeev Khurana, Chief Legal Officer

    • William Brennan

      William Brennan, Chief Administrative Officer

    • Chantal Wessels

      Chantal Wessels, Chief Financial Officer

    Operating MetricsView all

    Total Trades

    581M

    Y, 2023

    Brokerage Accounts

    20M

    Jun, 2024

    Awards

    3

    Jun, 2024

    LocationsView all

    9 locations detected

    • Dallas, TX HQ

      United States

      350 N St Paul St. Suite 1300

    • Austin, TX

      United States

      2010 E 6th St

    • Bridgewater, NJ

      United States

      100 Somerset Corporate Blvd 2nd Floor

    • Chicago, IL

      United States

      141 W Jackson Blvd Suite 260

    • New York, NY

      United States

      888 7th Ave

    • Omaha, NE

      United States

      950 S 10th St #6

    and 3 others

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