Dallas-based Apex, which calls itself “the fintech for fintechs,” is teaming up with Zogo Finance, a “next-gen” financial education app, to transform the way investors learn on their own.
The strategic alliance will include more than 450 bite-sized modules presented in easy-to-digest lessons.
“Our mission is all about democratizing finance through access—and education is a vital part of that,” said Apex CEO Bill Capuzzi.
‘Financial literacy for Gen Z by Gen Z’
Created by Austin-based founder and CEO Bolun Li as a 19-year-old student, Zogo takes a Gen Z approach to financial education by offering users gift cards and rewards for learning on the Zogo app.
The app covers everything from investing strategies to e-sports, healthcare, insurance, and more. With the new partnership, the modules will now roll out to investors nationwide by integrating into fintech platforms like Fintron and UNest—both mutual clients of Apex and Zogo.
“Millennials and Gen Z are reinventing investing, which requires companies to adapt to their evolving interests, financial aspirations, and educational needs,” Bolun Li said in a statement. “Apex shares our vision of harnessing technology to create customized, flexible, and accessible learning opportunities to support investors of all types.”
“Partnering with Zogo helps us empower our clients and their millions of customers,” Capuzzi said.
Since Zogo’s 2018 founding, users have completed over 16 million “lessons.”
Zogo currently serves over 500,000 users and partners with 180+ financial institutions, from banks to credit unions to large corporations including Dallas-based clients RelyOn and Southwest Financial Federal Credit Union.
The Zogo team is hiring aggressively across Texas, with plans to add around 50 people this year, according to a spokesperson.
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