MORE►
Bill Capuzzi
Apex Fintech Solutions CEO William Capuzzi [Photo: Apex]
Dallas’ Apex Fintech Solutions Acquires Connecticut-Based FinTron
by Lance Murray | Oct 15, 2024
Apex said the strategic acquisition will greatly enhance its digital investment solutions by incorporating FinTron’s customizable and embedded capabilities.
by Lance Murray |
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....
MORE►
by Lance Murray |
Mar 13, 2024
Apex said the acquisition will strengthen its RIA Custody & Execution Platform with a suite of digital advice tools that enable wealth management firms to build remarkable client experiences at scale.
MORE►
by David Seeley |
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.
MORE►
Zogo co-founder Bolun Li launched the startup in 2018 and became the youngest presenter to win “Best of Show” at Finovate the next year. A Duke University student at the time, Li introduced Zogo's gamified financial literacy app and competed against 78 international companies, including serial entrepreneur Kevin O'Leary. [Image: Zogo]
Dallas ‘Fintech for Fintechs’ Teams Up With Texas-based Zogo for Bite-Sized Financial Literacy
by David Seeley | Apr 20, 2022
“Millennials and Gen Z are reinventing investing," says Zogo founder Bolun Li. The company's next-gen financial education takes a Gen Z approach to covering financial literacy—gamification.
MORE►
![Patrick Brandt (left) and Aakash Kumar (right), who co-founded labor management platform Shiftsmart in 2015, are among the finalists for the 2021 Entrepreneur Of The Year Southwest Region Award. [Photo: Courtesy Shiftsmart]](https://s24806.pcdn.co/wp-content/uploads/2021/06/Shiftsmart_entrepreneur-of-the-year-finalist_courtesy-2021-360x203.jpg)
by Quincy Preston |
Jun 5, 2021
These "audacious business leaders" from 38 companies were picked by a panel of judges. Here are the finalists.
MORE►
