← Embedded Finance Index 2026/Vendor

Apex Clearing

Provider
Treasury ManagementRetirement / WealthBaaS

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

apexclearing.com ↗
CategoriesTreasury Management, Retirement / Wealth, BaaS
Rank#13 of 29 in Treasury Management
Buyers3 companies
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Who uses Apex Clearing
3 companies disclose Apex Clearing in their stack
Mercury BetaAlbertPublic
Buyer mix · 3 of 3 classified
Fintech / Consumer banking · 1Fintech / Investment · 1Fintech / SMB banking · 1
US · 3
What the disclosures say
Mercury Beta
“Earn up to 3.66% yield with lower-risk portfolios and same-day access.' https://mercury.com/legal — lists 'Apex Customer Account Agreement and Advisor Authorization Form ADV' under Treasury section, confirming Apex Clearing as custodian.”
View source · mercury.com ↗
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…”
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 Treasury Management providers in the index, by the number of companies that disclose them. A count of public disclosures, not a ranking of the products.

Modern Treasury39 buyers →Brex Treasury37 buyers →Stripe Treasury14 buyers →TreasurUp8 buyers →Brex4 buyers →IntraFi3 buyers →JPMorgan3 buyers →Arc2 buyers →
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Ranked #13 of 29 in Treasury Management — Embedded Finance Index 2026
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