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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
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
Payroll
Human Interest
Accounting gap: none