Full-Time
Posted on 11/23/2025
Provides digital investing infrastructure and custody
$96k - $120k/yr
Chicago, IL, USA
Hybrid
Three days on-site per week required.
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
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.
Apex Fintech Solutions is powering the stock trading infrastructure for Coinbase's "Everything Exchange" platform, enabling users to trade equities and ETFs alongside cryptocurrency holdings. The collaboration allows Coinbase users to leverage their entire account value, including crypto assets, to purchase securities in real-time without traditional transfer waiting periods. Through Apex's cloud-native AscendOS platform, Coinbase now offers comprehensive securities trading services including clearing, custody and execution. The integration provides access to US equity markets with digital account opening capabilities that allow users to begin trading within seconds. Apex currently supports over $235 billion in assets across more than 200 fintech companies. The partnership demonstrates how cryptocurrency platforms can expand into traditional securities whilst maintaining the seamless experience crypto users expect.
Apex Fintech Solutions has announced the upcoming launch of Apex Prediction Markets, a turnkey solution enabling firms to offer CFTC-regulated event contract trading without building Futures Commission Merchant infrastructure. The vendor-agnostic platform will provide access to multiple prediction market exchanges through Apex's AscendOS system. The solution allows investors to trade on real-world outcomes including sports, political events, weather patterns and economic indicators through dedicated accounts separate from traditional investments. A recent study found over 75% of US proprietary trading firms are either actively trading on prediction markets or evaluating them. The platform consolidates trading, clearing and custody whilst providing turnkey API integration, eliminating months of development time. CEO Bill Capuzzi said the addition of prediction markets and alternative assets is a key focus for driving client growth this year.
Apex Fintech Solutions has launched its Apex AI Suite, featuring one of the first Agentic Development Kits in the clearing and custody industry. The toolkit enables developers and non-technical users to build wealth platform prototypes in days rather than weeks using natural language commands. The ADK integrates with Apex's AscendOS platform, allowing users to generate production-ready code in multiple programming languages through simple commands like "implement account opening". Business leaders can create proof-of-concepts without engineering teams, whilst developers benefit from AI-generated code that follows API documentation. The suite includes Ask Ascend, an AI assistant launched in 2025, providing 24/7 support for technical and operational teams. Built on Google Cloud's Vertex AI, the platform will expand to additional use cases throughout 2026, transforming how stakeholders evaluate and build financial services products.
BOSTON, September 03, 2025--State Street Corporation (NYSE: STT) and Apex Fintech Solutions announced today a strategic partnership that includes a minority investment by State Street into Apex Fintech Solutions. State Street will leverage Apex’s digital custody and clearing platform to expand State Street’s wealth services offerings to the global wealth management industry.