Apex
“Can a single clearing and custody infrastructure provider become the full financial OS for digital wealth and investing fintechs?”
HQNew York, New York, United States
IndustryInfrastructure / BaaS
The story
Apex Fintech Solutions operates as clearing and custody infrastructure ('fintech for fintechs') powering digital wealth management platforms. Originally focused on broker-dealer clearing, the company expanded into a full-stack BaaS/infrastructure layer for investment apps, neobrokers, and fintechs needing custody, clearing, and back-office capabilities. Its partnership with Calypso for middle and back office services reflects a move toward institutional-grade infrastructure.
Last 12 months
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Product timeline
2012
Apex Clearing Corporation established as a broker-dealer clearing firm serving fintech and digital wealth management platforms.· banking
2019
Rebranded and expanded under Apex Fintech Solutions umbrella to serve as end-to-end infrastructure for digital investing platforms.· pivot
2021
Apex and Calypso announced partnership to offer middle and back office services to institutional clients such as Ardent Financial.· banking
The stack
1 layer disclosed in Apex’s embedded-finance stack
Payroll
Human Interest
Accounting gap: none