Axos? Clearing, A Subsidiary of Axos Financial

Thanksgiving is just around the corner, and we’re reflecting on what we feel most grateful for—our incredible team and the clients who inspire us every day. Thanks to each of you, we’re able to grow, innovate, and serve with purpose. Here’s to achieving even more together in the future. Hear from David Crow—EVP, Head of Axos Clearing and semi-pro turkey chef—on what makes Thanksgiving his favorite holiday to celebrate with the team.

We’re committed to empowering Latin American investors with comprehensive clearing, custody, and banking solutions uniquely enhanced by our collaboration with Axos Bank. From flexible capital-building options to innovative products like tailored mortgages and secured credit cards, our expanding services help you confidently manage investments, make purchases, and navigate global transactions in Latin American markets. Want to take your firm to the next level? Connect with Gilbert Addeo to see how we help clients turn objectives into success stories.

In our evolving market, private equity, hedge funds, and real assets are taking center stage as investors seek diverse opportunities with high-return potential. Our expertise in onboarding and servicing alternative assets empowers firms in Latin America with the tools they need for sustainable strategic growth. Want to learn more? Connect with Gilbert Addeo to see how Axos can support your success in U.S. and offshore markets.

This Veterans Day, we proudly salute the courage and dedication of the men and women who have served in our nation’s military. Your sacrifice, resilience, and unwavering commitment to protecting our freedoms inspire us every day. To all veterans, thank you for your service. Today and every day, we honor you.

What sets Axos Clearing apart as we enter Latin American markets? Our unique combination of clearing, custody, and banking solutions – in collaboration with Axos Bank – creates real value for Latin American investors. In addition, we’re highly focused on providing high-touch, white glove service to ensure we’re growing alongside our clients. Learn more about our key differentiators in this insightful interview with Gilbert Addeo: https://lnkd.in/gTjGq9na

We are thrilled to announce a strategic partnership with Envestnet, Inc to bring advanced managed account solutions to our Axos Complete Platform! By integrating Envestnet's platform into Axos' Professional Workstation, we will further empower Hybrid Firms and RIAs by expanding their managed accounts capabilities while helping them streamline operations and processes. With Envestnet's technology, Axos Clearing clients can now offer a wider range of investment options, automate routine tasks, and support a seamless managed accounts experience. More details on this collaboration and its benefits for advisors and investors can be found in our press release here: https://lnkd.in/gJdA7H6Z

Axos Clearing is expanding into U.S. Offshore and Latin American markets! After more than 20 years of delivering trusted clearing solutions, Gilbert Addeo and the team are excited to bring even more value to clients in these growing regions. With our expertise, tailored solutions, and dedicated support, you'll navigate diverse markets with confidence, backed by a partner committed to your success. Want to find out more? Read about our expansion strategy in this article: https://lnkd.in/gTjGq9na

How do clearing firms stay ahead in an evolving wealth management landscape? In his latest WealthManagement.com article, David Crow, Head of Axos Clearing, explores how firms can leverage new technologies and personalized service to take on a more prominent role in wealth management and empower their advisors and clients to thrive. Curious how tech can actually enhance human connections? Read the full article now: https://lnkd.in/g2_S2bET

We’re ready for the Big Sky AI Roundtable! Summer Fischer-Tom will be sharing insights into the intersection of AI and behavioral science to transform market strategies and uncover what truly drives customer decisions. “Data-Driven Creativity: Leveraging AI/ML and Behavioral Science to Drive Customer Insights” https://lnkd.in/gwPZs266

How can you stay ahead of market trends? Gilbert Addeo, SVP, Business Development, explains how Axos Clearing leverages your insights to tailor solutions that address your firm's core challenges and drive meaningful impact. It all starts with a conversation—we engage with peers and clients in our community to understand your priorities and deliver timely, relevant solutions. Connect with Gil to discover how Axos Clearing shapes our products to more effectively drive success and expand your impact.