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The New York-based and K1-backed provider of regulatory technology and compliance for the financial services sector, ComplySci, announced an exclusive partnership with the Peak...

Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, today announced it intends to launch a product that is designed to give investors immediate access to funds upon the sale of U.S. equity securities, rather than waiting the customary two-day settlement period.

For a lot of clearing firms, risk management is nothing more than a bullet on a list of offerings. For us,...

Latest installment of the 'Next Investor Outlook' from the innovative custodian highlights the top 100 stocks owned by a subset of millennials...

We recently caught up with Bill Capuzzi, CEO of Apex Clearing. Bill joined Apex Clearing in 2015,...

DALLAS, June 23, 2020 /PRNewswire/ -- Apex Clearing, the digital custody and clearing engine powering the future of wealth management, today launched a new...

After what seems like an endless stream of weeks in which we extolled how busy and active the wealthtech sector was,...

This time on AI & Finance, we’re going to return to two fairly familiar but timely topics before we press on to an extensive...

Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...

Innovation took the front burner under the watchful eyes of regulators. The bad guys continued to find ways to target victims. However, things are...