Apex Fintech Solutions
Clearing and custody platform used by wealth firms, brokerages and fintechs.
apexfintechsolutions.comApex Fintech Solutions provides clearing, custody and trading infrastructure through its AscendOS platform. The company says it serves more than 200 firms and holds over $280 billion in assets under custody as of September 30, 2026.
It is based in Dallas and traces to 2012. PEAK6 is its long-time owner, and State Street announced a minority investment in September 2025.
What it does
- Clearing
- Custody
- Account opening and funding
- Trading
- Cost basis and tax
Coverage
- BNY sunsets Wove platform as Pershing leadership is reshaped
Financial ADVSR, Oct 26
- Betterment extends after-tax Roth strategy to self-employed 401(k) clients
Financial ADVSR, Oct 20
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