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From small RIAs to megabanks, Apex's business a 'two-sided coin'

By Tobias Salinger · Financial Planning ·

Image: Financial Planning

Apex Fintech Solutions CEO Bill Capuzzi says he doesn't think there has ever been so much interest in the custody side of wealth management. His firm is a custodian to wealth management firms and a software provider to some of the biggest names in the industry.

Summary as published by Financial Planning
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