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Est. 2026The front page of wealth managementNew York

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Bill Capuzzi

CEO at Apex Fintech Solutions

At a glance

Our coverage identifies Bill Capuzzi as CEO at Apex Fintech Solutions (Financial Planning, October 14, 2026). 2 stories in our coverage name them, from October 6, 2026 to October 14, 2026.

Firm
Apex Fintech Solutions
Role
CEO
In our coverage
2 stories

In the news

  1. From small RIAs to megabanks, Apex's business a 'two-sided coin'Financial Planning
  2. Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among othersRIABiz

How this page is built

Every line on this page comes from a story that names Bill Capuzzi: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 14, 2026. All people in our coverage →