March 20, 2018 9:34 AM ET

Consumer Finance

Company Overview of Apex Clearing Corporation

Company Overview

Apex Clearing Corporation provides clearing and execution solutions to the financial services industry. It offers clearing services in the areas of purchase and sales, settlements, new account setup, corporate actions processing, banking and cash management, and margins; and execution services in the areas of retail best execution smart router, dark pool aggregator, direct market access, and institutional trading. The company also provides portfolio financing services and solutions, such as portfolio margin and joint back office solutions; and prime brokerage services. In addition, it offers relationship management services; and risk management services in the areas of pre-trade risk filters...

350 North Saint Paul Street

One Dallas Center

Suite 1300

Dallas, TX 75201

United States

Founded in 1978





Key Executives for Apex Clearing Corporation

Chief Executive Officer
President, CRO and Director
Chief Operating Officer
Compensation as of Fiscal Year 2017.

Apex Clearing Corporation Key Developments

RobustWealth Partners with Apex Clearing to Offer Inclusive, Low-Cost ETF Trading

RobustWealth announced a new partnership with Apex Clearing. The partnership bolsters RobustWealth's platform and enables trading of ETFs, mutual funds and U.S. stocks included in the platform fee, as well as a rapid client onboarding experience, account linking, same-day funding and easy-to-use bank transfers. As part of RobustWealth's BaseCAMP suite, advisors' clients will continue to benefit from the sophisticated rebalancing and trading of their goal-&-risk based portfolios in a completely private-labeled environment. Using Apex's flexible technology, advisors have eliminated paper-centric onboarding processes, and dramatically reduced the time it takes to open and fund new accounts to just a few minutes.

FolioDynamix and Apex Clearing Partner to Deliver Next Generation of Automated Investment Advice

FolioDynamix announced its partnership with Apex Clearing to usher in a new wave of customer-centric investment technology in the wake of the DOL Fiduciary Rule. The collaboration of these two companies in the financial services industry combines turnkey investment technology from FolioDynamix with automated and expedited account opening and verification from Apex. This is an important step forward in the effort to evolve standard robo management into a fully configurable digital experience for advisors and investors. The FolioDynamix-Apex partnership allows the two financial service leaders to spearhead that process by innovating the next generation of automated investment tools.

Apex Clearing Corporation Names Ron Fiske as Head of Retail

Apex Clearing Corporation has hired Ron Fiske as Head of Retail. Mr. Fiske brings to Apex more than 30 years of financial experience, with an expertise in custody, and will play a pivotal role in deepening the company’s digital investment solutions. Prior to joining Apex, Mr. Fiske was managing director at Envestnet. He has also held managerial positions at Fidelity Investments and Pershing LLC.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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