Megan Hausmann, senior director of advisory success, was nominated for an Austin Women in Business Award 2024 from the Austin Business Journal. Winners will be announced later today, so stay tuned!
Apex Fintech Solutions
Financial Services
Dallas, Texas 17,876 followers
Powering The Fintech Universe
About us
Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with big ideas are empowered to change the world. Apex works to ensure its partners succeed on the frontlines of the industry via bespoke custody & clearing, advisory, institutional, digital assets, and SaaS solutions through its Apex Clearing™, Apex Advisor Solutions™, Apex CODA Markets™, and Apex Silver™ brands. For more information, visit apexfintechsolutions.com. Disclaimers: https://go.apexclearing.com/social-media-terms-and-conditions
- Website
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https://apexfintechsolutions.com
External link for Apex Fintech Solutions
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Dallas, Texas
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Clearing and Execution Solutions, Prime Brokerage, Sophisticated Margin and Option Capabilities, Portfolio Financing, Relationship Management, and Risk Management
Products
Locations
Employees at Apex Fintech Solutions
Updates
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We’re honored to be recognized as the Financial Technology Company of the Year by the Stevie® Awards! Learn more about our wealthtech solutions: https://bit.ly/4dQUnO4
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Financial advisors, the organic growth the financial advisory industry has previously enjoyed is decelerating due to factors such as Baby Boomers aging, self-service technology, and HNW households reaching a saturation point. What can ambitious firms do to achieve more organic growth? Start by reading this whitepaper. https://bit.ly/4fAbRQb
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How can advisors prepare for the Great Wealth Transfer? Megan Hausmann, Senior Director of Advisory Success discussed this question for WealthManagement.com, emphasizing the need for advisors to adapt their technology to meet the needs of the next generation of investors. https://bit.ly/3yMtvji
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Here at Apex Fintech Solutions, we are proud to have been included in the 2024 Inc. 5000 list. The fastest-growing, privately held companies on this list are ranked according to percentage revenue growth from 2020 through 2023 — according to their methodology, Apex grew revenue by 85% during this timeframe. Learn more about Apex: https://bit.ly/3VAcRN0
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Get the keys to start exploring, experimenting, and coding for yourself with the Apex Ascend™ developer portal. Whether you’re a coding novice or an experienced engineer, we’ve got you covered with the right tools to help you evaluate, build, and scale with Apex Ascend™: https://bit.ly/3WzHRLF
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CEO William Capuzzi recently discussed how advisory firms can revolutionize their firms with the right technology stack. He discussed in depth how advisory firms can unlock the power of AI to automate mundane tasks and focus more on relationship building. To learn how AI can be utilized at your firm, listen here: https://bit.ly/3SMl7Hk WealthManagement.com
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In our new whitepaper, “Where Did All the Organic Growth Go?” we explore the challenge of declining organic growth faced by advisory firms in recent years. Want to know some ways on how you can help address the issue of organic growth head on? Download our whitepaper: https://bit.ly/4fAbRQb
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Test drive our APIs with the Apex Ascend™ developer portal. Explore our investment infrastructure APIs including custody, clearing, trading, and more. In the Ascend™ developer portal, you can sample code in our software development kits, access robust API reference documentation, or try before you buy in our API trial environment. Learn more about our tools for developers available with Apex Ascend™: https://bit.ly/3WzHRLF
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Join us and Megan Hausmann Thursday, August 8th at 2pm ET for a deep dive into how today’s real-time account opening works. Designed to delight advisors and investors, it’s an exciting new service. https://lnkd.in/g4Bt-zhA