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Apex Fintech Solutions

Apex Fintech Solutions delivers integrated and modular financial infrastructure through its AscendOS platform and related products. Its offerings include clearing and custody, real-time ledger and data access, trading and execution management, account opening and funding, portfolio management, rebalancing, direct indexing, cost basis and tax reporting, white-label investor applications, APIs, SDKs, sandbox tools, and AI-powered development and financial-planning tools. The company serves enterprises, startups, embedded-investing providers, consumer brands, banks and credit unions, international firms, self-clearing businesses, retirement-plan administrators, and cryptocurrency exchanges and apps. Apex Clearing Corporation is identified as a wholly owned subsidiary and SEC-registered broker-dealer.
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Funding Rounds

Funding Round: Series A
Funding Date: 1 Jun, 2022
Raised Amount: $6.5M

Investors