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.

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Apex Fintech Solutions Adds Veteran Executive to its Board

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....

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Dallas-Based Apex Fintech Solutions Acquires AdvisorArch

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.

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Dallas’ Apex Fintech Solutions Files for IPO In Its Second Go-Public Bid

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.

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zogo and Apex team up on next-gen financial literacy

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.

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