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← Embedded Finance Index 2026/Vendor

Apex Clearing

Provider
Retirement / WealthBaaS

Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 3 companies across 2 categories.

apexclearing.com ↗
CategoriesRetirement / Wealth, BaaS
Rank#14 of 37 in Retirement / Wealth
Buyers3 companies

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Who uses Apex Clearing
3 companies disclose Apex Clearing in their stack
AlbertPublicPrincipal Financial Group
Buyer mix · 3 of 3 classified
Fintech / Investment · 2Fintech / Consumer banking · 1
US · 3
What the disclosures say
Albert
“Albert disclosure library lists 'Apex Customer Account Agreement' under Albert Securities, and Albert is publicly listed as an Apex Clearing customer.”
Public
“Public's disclosures page (public.com/disclosures) extensively references Apex Clearing agreements including 'APEX – High-Yield Cash Account Terms & Conditions', 'APEX – Cash Sweep Program Terms & Conditions', 'APEX – Cash Sweep Program Bank List', and the Annual Disclosure Statement names Apex Clearing as the clearing…”
Principal Financial Group
“Principal Advised Services legal documents: 'Brokerage and custodial services provided by Apex Clearing Corporation, member FINRA, NYSE and SIPC' for Principal SimpleInvest and Apex Traditional/Roth IRA client agreements.”
The complete buyer list and each company’s full embedded-finance stack are in the Embedded Finance Index report. Represent Apex Clearing? Claim this profile above to unlock your own full list.
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Alternatives to Apex Clearing

Other Retirement / Wealth providers in the index, by the number of companies that disclose them. A count of public disclosures, not a ranking of the products.

Drivewealth16 buyers →Vestwell15 buyers →guideline11 buyers →Betterment at Work6 buyers →Atomic Brokerage4 buyers →betterment4 buyers →Empower4 buyers →Apex Fintech Solutions3 buyers →
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Ranked #14 of 37 in Retirement / Wealth — Embedded Finance Index 2026
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Apex Clearing — frequently asked

Which companies use Apex Clearing?

3 companies are linked to Apex Clearing in the Embedded Finance Index 2026, through their own public disclosures or Apex Clearing's published customer list, including Albert, Public and Principal Financial Group.

What does Apex Clearing do?

Apex Clearing is an embedded-finance provider in Retirement / Wealth and BaaS. It ranks #14 of 37 Retirement / Wealth providers by linked companies.

What are the alternatives to Apex Clearing?

The most-named Retirement / Wealth alternatives to Apex Clearing are Drivewealth (16 buyers), Vestwell (15 buyers), guideline (11 buyers), Betterment at Work (6 buyers), Atomic Brokerage (4 buyers) and betterment (4 buyers).

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