About Apex Fintech Solutions
Apex Fintech Solutions is a company based in Dallas (United States) founded in 2012. It operates as a SaaS (Software-as-a-Service), Managed Services, and FinTech. The company has 447 employees as of December 31, 2022. Apex Fintech Solutions has completed 4 acquisitions, including AdvisorArch, Apex Fintech Solutions and CODA Markets. Apex Fintech Solutions offers products and services including AscendOS Platform, Clearing and Custody, Wealth Tech Solutions, and Trading Solutions. Apex Fintech Solutions operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Centricity, among others.
- Headquarter Dallas, United States
- Employees 447 as on 31 Dec, 2022
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
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- Legal Name Apex Fintech Solutions Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
447
as on Dec 31, 2022
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Investments & Acquisitions
AdvisorArch
& 3 more
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Products & Services of Apex Fintech Solutions
Apex Fintech Solutions offers a comprehensive portfolio of products and services, including AscendOS Platform, Clearing and Custody, Wealth Tech Solutions, and Trading Solutions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
A cloud-native ecosystem is provided for fintech operations.
Real-time ledger services are offered for asset management.
Augmented advice tools are developed for wealth management.
Fractional trading support is provided for brokerage firms.
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Software Development Team
118 people
Product Management Team
20 people
Leadership Team
18 people
Legal and Compliance
14 people
Senior Team
14 people
Data Analysis and Operations Team
11 people
Human Resources and Administration
9 people
Client Team
6 people
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Funding Insights of Apex Fintech Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by Apex Fintech Solutions
Apex Fintech Solutions has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include AdvisorArch, Apex Fintech Solutions and CODA Markets. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Provider of digital advice tools for wealth management firms to streamline their portfolio management process
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2022 | ||||
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Digital wealth management and back-office solutions are provided.
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2018 | ||||
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Trading platforms and liquidity analysis are provided for financial markets.
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| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Apex Fintech Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Apex Fintech Solutions Comparisons
Competitors of Apex Fintech Solutions
Apex Fintech Solutions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, sei, Avaloq, 360 One and Centricity, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| domain | founded_year | HQ Location |
Digital private wealth management platform for individuals
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| domain | founded_year | HQ Location |
Cloud-based solutions are offered for wealth management and financial advising.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Apex Fintech Solutions
Frequently Asked Questions about Apex Fintech Solutions
When was Apex Fintech Solutions founded?
Apex Fintech Solutions was founded in 2012.
Where is Apex Fintech Solutions located?
Apex Fintech Solutions is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
How many employees does Apex Fintech Solutions have?
As of Dec 31, 2022, the latest employee count at Apex Fintech Solutions is 447.
What does Apex Fintech Solutions do?
Apex Fintech Solutions is focused on delivering cloud-native technology platforms for fintechs, broker-dealers, and wealth management firms. Services are provided to a diverse clientele including startups, established firms, banks, and consumer brands. Solutions such as AscendOS are developed to modernize financial operations with real-time data access and integrated tools. Sectors served include wealth management, retail trading, and cryptocurrency platforms. Digital investing experiences are enabled through modular APIs and custody infrastructure. Global scalability is supported through partnerships like Google Cloud.
Who are the top competitors of Apex Fintech Solutions?
Apex Fintech Solutions's top competitors include Addepar, Delta Capita and sei.
What products or services does Apex Fintech Solutions offer?
Apex Fintech Solutions offers AscendOS Platform, Clearing and Custody, Wealth Tech Solutions, and Trading Solutions.
How many acquisitions has Apex Fintech Solutions made?
Apex Fintech Solutions has made 4 acquisitions, including AdvisorArch, Apex Fintech Solutions, and CODA Markets.