Apex Fintech Solutions

12/19/2023

🎉🥳

12/14/2023

We are excited to share our latest collaboration with RightCapital a leader in financial planning software for advisors. This new integration marks a pivotal step in our ongoing efforts to streamline and enhance the efficiency of financial advisory services for our clients.

With this integration, advisors can now import position-level account data from Apex directly into RightCapital. Once synced, the client account data will be accessible within RightCapital's Net Worth tab and will be updated daily. This integration not only helps simplify the workflow for advisors, it also enhances their ability to provide comprehensive financial planning services to their clients.

Olivia Eisinger, the General Manager of Apex Advisor Solutions, expresses our enthusiasm for this collaboration. “We believe the ability for advisors to spend more time planning with clients instead of focusing on manual data entry will result in stronger relationships, greater potential for growth, and increased efficiency.”

We invite interested parties to learn more about the benefits of this integration by joining our upcoming live demo with RightCapital on December 15, 2023. This event is an excellent opportunity for current and prospective users to gain insights into how this new technology can enhance their advisory services.

Register here: https://register.gotowebinar.com/register/1825835150600968790

12/12/2023

Checkout our our hottest jobs 🔥

Senior Product Manager (Client Experience): https://lnkd.in/gP7FpBr5
Staff Technical Writer: https://lnkd.in/eXEy76PT
Tax Operations Analyst: https://lnkd.in/eFSYeYF8
Advisory Service Lead: https://lnkd.in/g6yU5zvp
Senior Software Engineer (Front-End): https://lnkd.in/e8auxySj
Manager, Information Security: https://lnkd.in/gPD852bi

12/04/2023

Meet Pamela Barnes, Army Veteran and Operations Control Specialist

Pamela Barnes, Operations Control Specialist at Apex Fintech Solutions, is proud to be a veteran of the United States Army. Today, we’d like to honor and thank her for her service to our country.

Pamela grew up in Savannah, Georgia, with a brother and sister. Her family had experienced an unspeakable tragedy when her father, a Sergeant First Class in the U.S. Army, was brutally murdered on active duty, just weeks before his retirement. Pamela, determined to get away from her childhood environment, decided to join the military and enlisted almost immediately after graduating from high school.

“My initial basic training was held at Fort Dix, New Jersey,” she says. “From there, I was sent to Fort Benjamin Harrison, Indiana, for Advanced Individual Training. My MOS — Military Occupational Specialty — was 75C10, Personnel Management Specialist.” Pamela completed this training and was transitioned to her permanent duty station at Fort Carson, Colorado, in the
4th PSC Echo Company 1-26, 2nd Platoon, where she remained throughout the end of her service.

In her role as a Personnel Management Specialist, Pamela was responsible for preparing orders for the soldiers and officers that were transitioning out to their next duty stations. She managed many details, including family travel for officers, that made their moves go more smoothly.

“During this time,” Pamela recalls, “the first Gulf War happened. And our unit came down on orders to go overseas and join the war.” Pamela suddenly realized that she was in the military for real. “I was looking for a way out of the situation I was in as a teenager, but didn’t realize until this moment what I had gotten myself into.”

Pamela’s fears of being sent to war in the Gulf region never came true, though, because a different front-line unit ended up being deployed instead. “I don’t have a lot of glamorous or heroic stories from my military career,” she says, “but it was definitely an experience that I do not regret, and I am thankful to have served during the time I did.”

As her military career was coming to an end, Pamela considered attending Officer Candidate School to become a Registered Nurse. But at that time she had a young baby to care for, and she chose not to reenlist.

Today, Pamela has no regrets. “I am happily married to my wonderful husband,” she says,”and a mother of one handsome son, and grandmother of one beautiful granddaughter.” She smiles broadly as she thinks about her family. “I am living a very blessed life, and I am grateful to my Lord and Savior Jesus Christ.”

Pamela, we value the skills you bring to the table, the service you did for our country, and most of all, we appreciate you.

11/21/2023

Exciting News 🎉

Recently at the Benzinga Fintech Deal Day & Awards in NYC, our Chief Commercial Officer, Connor Coughlin, shared insights into our groundbreaking hybrid financial models. By blending traditional advisory expertise with cutting-edge tech, we're pioneering a more inclusive investment landscape.

Our focus? Democratizing investment with innovations like fractional investing. This opens doors for retail investors, allowing broader market participation. We're proud to be one of the first to bring fractional equity shares to the masses at scale!

Our mission: "Frictionless investing for all." We're dedicated to making sophisticated investment tools accessible to everyone, catering to a growing and maturing investor base.

Looking ahead, Apex is set to navigate the challenges of generational wealth transfer, modernizing financial tools for the next generation of investors.

Stay tuned as we continue to revolutionize the financial advisory industry and create a more inclusive and efficient investment future!

In a transformative move for the financial advisory industry, Apex Fintech Solutions is pioneering hybrid financial models, merging traditional advisory expertise with cutting-edge technology, and democratizing investment through innovations like fractional investing.

11/17/2023

Meet Lee Vance, Army Veteran and Apex Project Manager

Lee Vance, HR Project Manager at Apex Fintech Solutions, is proud to be a veteran of the United States Army. Today, we’d like to honor and thank him for his service to our country.

“I dedicated 12 years of service in the United States Army, taking my oath in 2003 in my hometown of Jackson, Mississippi,” Lee says. “I was following in the footsteps of my father and uncles, who instilled in me the values of honor, courage, and commitment.” For Lee, this meant rigorous training at Fort Jackson, SC, and specialized instruction as a Petroleum Supply Specialist at Fort Lee, Virginia.

His military career would soon take Lee around the world. His first assignment was in Fort Lee, VA, where he was assigned to the 49th Group, 240th QM Battalion, 58 QM Unit. “I served as a Fueler, supporting vital operations before the unit was deactivated,” he says. From there, he was deployed to Iraq in 2005, where he operated gun trucks and transported supplies across Iraq. Lee then opted for a voluntary mission with the Joint Special Operations Command in Iraq from 2007 to 2008. After returning from his second tour of Iraq, he was stationed in Korea. Then he was assigned to the 82nd Airborne Cavalry Division out of Fort Bragg, NC. Within a year his unit deployed to Afghanistan, where he spent another year conducting operations. Finally, in 2015, Lee received an honorable discharge at Fort Hood, TX.

Lee has reflected on his experience in the Army. “I embraced challenges, exemplified resilience, and upheld the legacy of my family's military tradition,” he says. “These experiences have shaped me into a disciplined, adaptable, and steadfast individual, ready to take on new challenges in civilian life while carrying the lessons and values from my military service.”

In particular, he sees how his military career has informed his current role as a project manager. “I excel in project planning and ex*****on due to my disciplined approach and attention to detail,” Lee says. “Additionally, my leadership abilities, adaptability, and problem-solving skills enable me to navigate challenges and guide diverse teams effectively. Clear communication and collaborative teamwork are essential aspects of my approach, ensuring that project goals are well-understood and achieved. Overall, my military background equips me with the qualities necessary for successful project management in the civilian/corporate environment.”

Lee, we value the skills you bring to the table, the service you did for our country, and most of all, we appreciate you.

11/16/2023

Exciting news, we have officially launched , our internal AI-powered chatbot designed to revolutionize the way our team interacts with information. Integrated seamlessly into Slack, AskApex is here to help streamline employee questions by providing instant answers to internal queries and access to documents at lightning speed.

Say goodbye to time-consuming searches and hello to productivity! With AskApex, our employees are experiencing firsthand the innovative power of generative AI, setting the stage for a wave of AI enhancements across our enterprise.

CTO Andrew Lientz says, "We're not just talking AI; we're living it." At Apex, innovation isn't just a buzzword—it's our culture. And this is just the beginning, as we continue to develop AI tools that not only transform our internal processes but will eventually redefine the digital wealth management experience for our clients.

A big shout-out to the Apex team, who built AskApex for their fellow colleagues, showcasing our commitment to empowerment and innovation. And a special thank you to Oscar Sessions, Brent McManus, Omar A., David Huang and Dan Williams who helped bring AskApex to life.

Here's to making each employee's day more efficient and letting our fintech family focus on what truly matters - creating value for our clients.

Read more: https://bit.ly/47vpOuF

11/14/2023

We are thrilled to announce our CEO, William Capuzzi, has won the Benzinga Global Fintech award for Most Impactful Fintech Executive! 🎉

A big thanks to Connor Coughlin, Chief Commercial Officer, for accepting this award on Bill’s behalf!

11/11/2023

Honoring Our Heroes This Veterans Day 🇺🇸

Today we give special recognition to the immense value veterans bring to every sector, including finance and technology. We salute the countless brave souls who have served our nation and would like to highlight some of the veterans who now work at Apex and our parent company PEAK6:

Lee Vance, HR Project Manager at Apex, dedicating 12 years of service in the United States Army.

Pamela Barnes, Operations Control Specialist at Apex, served in the U. S. Army from 1989 – 1993 as a Personnel Management Specialist.

Milton Castro, Assoc. Gen. Counsel - Labor & Employment at Peak6, served as a Sergeant in the U.S. Marines from 1997 to 2002.

Jacob Nye, Senior Accountant at PEAK6, served in the Marine Corps from 2013 to 2018 as a Cryptologic Linguist and Reconnaissance Marine.

On this Veterans Day, we express our profound gratitude to every veteran. Your dedication in the battlefield and in reshaping our world post-service is an inspiration to us all. We are truly honored to be able to work side-by-side with you.

11/10/2023

We are looking forward to the Benzinga Fintech Deal Day and Awards in NYC on November 13th! Apex is a finalist for Best API Solution and Connor Coughlin, Chief Commercial Officer, will be taking the stage to discuss the impact of robo-advisors on financial advisory and analyzing the benefits, challenges, and potential future developments in this area.

Use code APEX20 to purchase a discounted pass to the event. See you there!

Join us on Nov. 13, 2023 for the Benzinga Fintech Deal Day & Awards as we gather companies from around the world for a day of business development and global recognition.

11/03/2023

Checkout out our hottest job openings below and don't forget to tag someone who may be a good fit!

Senior Compliance Analyst (Trade Surveillance): https://lnkd.in/gBacZEtt
Operations Specialist (Corporate Actions): https://lnkd.in/gCymAaus
Senior Product Manager (ACATS): https://lnkd.in/gaV8FMX2
Senior Information Security Architect: https://lnkd.in/g9buvy83
Senior Software Engineer (Front-End): https://lnkd.in/g_QNChYb

11/02/2023

Engineering manager, Cavan Fyans, explains how Apex Fintech Solutions UK are assisting businesses to make the most of Data and AI Q. For those who are unaware of Apex Fintech Solutions, can you give us an insight into the history of the business and the ...