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Apex Clearing

Apex replaces legacy platforms with a digital clearing and custody engine that enables a seamless consumer experience often overlooked in the financial sector. Since its start, Apex has partnered with industry disruptors to help them successfully launch and grow digital-advice and investment platforms.

Apex carries more than 10x the net capital requirement to make sure its clients are protected. The company is registered with the SEC, a member of FINRA, a participant in SIPC, and licensed in 53 states and territories.

Website

https://www.apexclearing.com/

Contacts

sales@apexclearing.com

https://www.facebook.com/apexclearing

https://www.linkedin.com/company/apex-clearing/

https://twitter.com/apexclearing

Apex Clearing Corporation
  • Clearing
  • Custody
  • Trading
  • Investing
  • Account Opening
  • Risk Profiling
  • Portfolio Management
  • Compliance
Apex Clearing Corporation

Companies that integrate with Apex

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning

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Apex Clearing Corporation

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