Full-Time
Provides digital investing infrastructure and custody
No salary listed
Dallas, TX, USA
Hybrid
Three days on-site per week required.
Bachelor's
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Apex Fintech Solutions provides cloud-based infrastructure and tools for digital investing, helping clients launch, scale, and support platforms for tens of millions of end investors. Its ecosystem includes trading, wealth management, cost basis, tax reporting, and custody/clearing through Apex Clearing, all delivered via integrated cloud products and APIs. By combining end-to-end platform capabilities with custody and clearing in one ecosystem, it serves hundreds of clients rather than a single product line. Its goal is to help clients bring digital investing to a large base of investors with scalable, regulatory-compliant infrastructure.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Dallas, Texas
Founded
2012
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Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Parental Leave
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Hybrid Work Options
Professional Development Budget
Conference Attendance Budget
Rippling has partnered with Apex Fintech Solutions to launch an integrated treasury product for its 30,000-plus business customers. The collaboration will enable US entity accounts to access Apex's Money Market Fund Sweep programme through Rippling's platform, with plans to expand into additional fixed income instruments. The offering integrates Apex's cloud-native infrastructure, Apex AscendOS, into Rippling's existing system. Key features include real-time account opening, instant cash transfers, and automated cash sweeps into designated funds. Apex will handle regulatory compliance and account approval, typically within one business day. The product allows Rippling customers to manage treasury alongside payroll, benefits, and spend management in a single platform. Apex Clearing will serve as the FINRA-registered broker dealer for the service.
Navy Federal Investment Services has partnered with Apex Fintech Solutions to launch a digital investor platform for its 15 million members. The platform will use Apex's cloud-native AscendOS infrastructure to provide real-time account opening and automated portfolio management. The service will offer self-directed accounts for investing in stocks and ETFs, with fractional shares starting at $1, and automated, goals-based portfolios. Members can fund accounts directly from their Navy Federal Credit Union accounts. Navy Federal Investment Services is part of Navy Federal Financial Group, a subsidiary of Navy Federal Credit Union. The partnership aims to modernise investing capabilities for the military community and their families whilst ensuring scalability and performance as demand grows.
Apex Fintech Solutions has appointed Travis McGhee as Global Head of Digital Markets. McGhee brings over 20 years of experience in digital assets, derivatives and regulated financial markets. He joins from Crypto.com, where he served as EVP, Global Head of Capital Markets, leading expansion into prediction markets and regulated derivatives. Previously, he was CEO of Nadex, a CFTC-regulated derivatives exchange, and held senior roles at TradeStation and OptionsHouse. McGhee will lead Apex's digital markets strategy and product expansion. Earlier this year, Apex announced the launch of Apex Prediction Markets, a CFTC-regulated event contract trading solution. The appointment underscores Apex's commitment to building next-generation digital markets infrastructure as digital assets converge with traditional markets.
Apex Fintech Solutions has partnered with Plaid to streamline account transfers for investment platforms. The collaboration integrates Plaid's secure connectivity and data validation with Apex's ACATS infrastructure to reduce transfer errors and delays. The partnership combines Plaid's financial data connectivity, which eliminates manual entry errors, with Apex's ACATS infrastructure for reliable processing. The solution includes automated account linking, real-time processing updates, simplified infrastructure through a single API endpoint, unified audit trail interface and day-one alignment with new DTCC protocols. The integrated system enables investors to securely connect existing brokerage accounts and automatically validate details before transfer submission. Firms receive immediate status updates rather than waiting for batch processing, whilst maintaining comprehensive operational visibility through a single interface.
Apex Fintech Solutions has partnered with Wavvest to deliver AI-powered financial planning capabilities to its clients. The collaboration integrates Wavvest's planning technology with Apex's custodial data infrastructure, expanding Apex's AI Suite. Wavvest's multi-use AI assistant pulls client data directly from Apex AscendOS APIs to generate comprehensive financial plans, tax analyses and recommendations in minutes, automating tasks that typically require hours of manual work. The solution handles tax planning, estate analysis, portfolio transitions and complex scenarios including equity compensation and direct indexing. Founded in 2024, Chicago-based Wavvest provides an AI-native operating system for independent wealth managers. Future capabilities will enable advisors to approve AI-generated recommendations that automatically execute through Apex's APIs. The partnership aims to free advisors to focus on client relationships whilst enhancing service capabilities.