Future Proof is a great opportunity to meet in person! It’s pretty busy, though, so let’s schedule some time so we don’t miss each other. Request a meeting with McAllister G. now! https://lnkd.in/gg48JKxc
关于我们
Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with big ideas are empowered to change the world. Apex works to ensure its partners succeed on the frontlines of the industry via bespoke custody & clearing, advisory, institutional, digital assets, and SaaS solutions through its Apex Clearing?, Apex Advisor Solutions?, Apex CODA Markets?, and Apex Silver? brands. For more information, visit apexfintechsolutions.com. Disclaimers: https://go.apexclearing.com/social-media-terms-and-conditions
- 网站
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https://apexfintechsolutions.com
Apex Fintech Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Dallas，Texas
- 类型
- 私人持股
- 创立
- 2012
- 领域
- Clearing and Execution Solutions、Prime Brokerage、Sophisticated Margin and Option Capabilities、Portfolio Financing、Relationship Management和Risk Management
产品
地点
Apex Fintech Solutions员工
动态
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We’re headed to San Diego next week! Jason White and Eric Jacobson would love to introduce you to Apex Silver, our cloud-native, end-to-end cost basis and tax reporting solution.? https://lnkd.in/gcYsPnDd?
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Future Proof is a great opportunity to meet in person! It’s pretty busy, though, so let’s schedule some time so we don’t miss each other. Request a meeting with Jared Pestcoe, CFP? now! https://lnkd.in/gg48JKxc
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Future Proof is a great opportunity to meet in person! It’s pretty busy, though, so let’s schedule some time so we don’t miss each other. Request a meeting with Megan Hausmann now! https://lnkd.in/gvVZBSUR
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Future Proof is a great opportunity to meet in person! It’s pretty busy, though, so let’s schedule some time so we don’t miss each other. Request a meeting with Olivia Eisinger now! https://lnkd.in/gXX2uWSG
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Hey, financial advisors, are you looking for ways to spark organic growth? Read our whitepaper to get actionable tips to help you grow your client base by targeting the HENRY — you know, High Earner Not Rich Yet — market. https://bit.ly/4fAbRQb
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We’re thrilled to be named winners at the 2024 #Wealthies! The Apex team brought home Technology Providers CEO of the Year & Custodians Technology! ? These WealthManagement.com award winners were announced at a phenomenal black-tie dinner last night. William Capuzzi, Connor Coughlin, Olivia Eisinger, Michael Kerins, CFA, FRM, Jessie Savu, and Cassie (Squirek) McGovern celebrated in style!? ? Congrats to all the incredible firms recognized this year!?
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We’re delighted to be recognized for providing frictionless digital workflows to the wealth management industry. Learn more about our wealthtech solutions: https://bit.ly/4dQUnO4
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Future Proof is a great opportunity to meet in person! It’s pretty busy, though, so let’s schedule some time so we don’t miss each other. Request a meeting with Michael Kerins, CFA, FRM now! https://lnkd.in/gg48JKxc
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