Apex Fintech Solutions

Apex Fintech Solutions Adds Veteran Executive to its Board

by | Apr 12, 2024

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....

Dallas’ Apex Fintech Solutions Files for IPO In Its Second Go-Public Bid
by | Dec 13, 2023
Two years after attempting to go public via a SPAC merger that valued it at $4.7 billion post-money, Apex is looking to do it the old-fashioned way with a direct SEC filing. The "fintech for fintechs" has more than 220 clients with over $115 billion in assets under custody, with 21 million brokerage accounts and active investors in 144 countries.
Apex Fintech Solutions Taps Nasdaq Exec as New Chief Financial Officer
by | Oct 6, 2023

Dallas-based Apex Fintech Solutions has appointed Chantal Wessels as chief financial officer, succeeding Chris Springer, who will transition to strategic finance adviser, after a successful four-year tenure leading the company....


Gen Z Loves More Than Just TikTok: They Also Crave Gold and Crypto, Says Apex Report

by | Jun 1, 2023
A report from Dallas-based Apex Fintech Solutions reveals "surprising" investing trends across generations in response to major market-moving triggers. See why Gen Z freaked out the most about the recent Silicon Valley Bank crisis—and the 7 stocks all generations agree on.
Apex Fintech Solutions Hires Schwab-TD Exec as Chief Product Officer of Advisory
by | Oct 13, 2022
Dallas-based Apex Fintech Solutions has tapped Jon Patullo to lead the technology product strategy for Apex Advisor Solutions, its advisory channel.

The industry veteran was most recently managing director of digital trading and wealth management for Southlake-based Charles Schwab Corp. and managing director of technology platform management at TD Ameritrade Holding Corp.
13 North Texas Companies Make the Deloitte 2021 Technology Fast 500 List
by | Nov 17, 2021
In all, 26 Texas companies made the list. Austin's Shipwell was near the top of the list at No. 4 with 32,670% revenue growth.
Dallas-Based Fintech Apex to Speed Equity Trade Settlements with No Two-Day Wait
by | May 26, 2021
While Apex will continue to observe the two-day settlement standard, it will simulate instant settlement by giving its customers immediate access to the cash value of trades in their accounts.