Charles “Chip” Roame has been appointed to the board of directors of Dallas-based Apex Fintech Solutions Inc., which said it is the “fintech for fintechs,” powering innovation and the future of digital wealth management.
Jenny Just, co-founder of PEAK6 and board chair at Apex Fintech Solutions, welcomed Roame to the board. “With a proven track record of driving transformative growth, we’re excited to leverage Chip’s unique perspective to ensure Apex remains at the forefront of the advisory industry, empowering clients and advisors to thrive,” she said in a statement.
Roame, founder and managing partner of Tiburon Strategic Advisors and the Tiburon CEO Summits, said it is a privilege to join the board of Apex Fintech Solutions.
“At Apex, it’s not just about cutting-edge tech; it’s about empowering advisors to truly connect with their clients on a deeper level,” he said in a statement. “I’m looking forward to rolling up my sleeves alongside the incredible team who continue to innovate and redefine the advisor-client experience.”
With Roame’s appointment, Apex Fintech Solutions said it is poised to strengthen its position as a leading technology provider empowering growth-oriented advisers.
Strategic advisor
According to the company, Roame has decades of experience in strategic advisory roles and brings a wealth of experience and insight to the Apex Fintech Solutions board.
As founder and managing partner of Tiburon Strategic Advisors and the Tiburon CEO Summits, Roame primarily has served in advisory capacities, providing strategic guidance to over 600 wealth and investment management firms, CEOs, senior executives, and boards of directors.
His portfolio includes advising numerous firms through transformative ventures, facilitating strategic partnerships, overseeing capital raises, and navigating complex transitions.
‘Championing positive change in the advisory world’
Apex Fintech Solutions said it continues to move forward with its groundbreaking advisory solutions, including its recently launched platforms Apex Astra, a modern, operationally efficient UI, and Apex Onboarding Edge, an end-to-end digital tool that enables advisors to validate, open, and fund new accounts in seconds instead of weeks.
Apex recently acquired AdvisorArch, a portfolio management company and modern rebalancer, to further strengthen its RIA Custody & Execution Platform.
“At Apex, we’re all about making things better — better tech, better experiences, better service,” Bill Capuzzi, CEO and board member of Apex Fintech Solutions, said in a statement.
“Chip embodies that same spirit. He’s spent his career championing positive change in the advisory world, which is why he is such an asset to our team.”
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