How Apex Fintech Solutions benefits their customers

Customers evaluate the quality of Apex Fintech Solutions’s products using the following success metrics.

Willingness to Help & Staff Expertise
Product Performance & Reliability
Features and Functionality Meet Business Needs

Apex Fintech Solutions’s Customers

See why customers chose Apex Fintech Solutions's products and services. Apex Fintech Solutions's customers include TradeZero, Stash, and Webull.

TradeZero Logo

TradeZero is an online brokerage firm that offers trading for retail investors across various platforms. The company provides access to US stocks and …

Apex is the go to name in clearing for movers and shakers in the fintech space, and we are thrilled to partner with this forward thinking brand...With Apex on board as our custodian, we can streamline our administrative processes and provide even faster service for our valued clients.

Mike Haupt
CEO, TradeZero
Stash Logo
Analyst Briefing Submitted

Stash serves as a personal finance app that provides tools for budgeting, stock rewards, and saving for immediate needs and retirement. StashWorks is …

Best in class APIs to allow for a modular build that gave Stash the ability to control every aspect of their UI/UX and build an innovative tool that brings investing to a wider population than ever before. Further Apex’s tech first approach gave Stash the scalability to serve much smaller investment accounts than had been possible in the industry prior. Apex provides critical clearing solutions for Stash, helping us better support our millions of customers as they work towards their unique financial goals.

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Webull

To allow their users the ability to trade whole and fractional fixed income securities, and have access to an asset class traditionally resered for institutional investors. Arianne Adams, Chief Strategy Officer and Head of Derivatives at Webull, said: “Webull is looking to drastically overhaul the fixed income experience for the retail investor. We are excited to continue expanding our product offerings to meet the evolving needs of our users in today’s market.”

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Analyst Briefing Submitted

eToro offers a platform that operates in the financial technology sector, offering an investment platform for trading various asset classes. The compa…

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Gatsby Logo
Analyst Briefing Submitted

Gatsby develops options and stock-trading applications that enable traders to trade stocks and options on public companies and exchange-traded funds (…

Apex Fintech Solutions’s Partnerships

Partnership Start Date

9/30/2025

Monark focuses on alternative asset investments within the financial services industry. The company provides API infrastructure that allows broker-dealers to integrate private securities investing into their existing customer experiences. Monark caters to the brokerage platforms, clearing firms, and financial institutions that seek to offer individual investors access to alternative investments. It was founded in 2021 and is based in New York, New York. show less

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Compare Apex Fintech Solutions to Competitors

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Architecht

Architecht provides information technology services to financial institutions within the fintech sector. The company offers banking platforms, including core banking systems, digital banking solutions, and investment banking technology, as well as supplementary products such as payment systems infrastructure, finance systems, and security solutions like multi-factor authentication. It was founded in 2015 and is based in Istanbul, Turkey.

Alpaca Logo
Alpaca

Alpaca is an application programming interface (API) for stock, options, and cryptocurrency trading, operating within the fintech and brokerage industry. The company provides APIs that facilitate algorithmic trading, app development, and investing features. Alpaca serves a range of clients, including fintech startups, digital wallets, broker-dealers, hedge funds, proprietary trading firms, algorithmic traders, robo-advisors, and crypto exchanges. It was founded in 2015 and is based in San Mateo, California.

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GTN

GTN serves as a fintech company that provides embedded finance solutions, integrated trading platforms, and digital wealth management services. The company operates within the fintech, brokerage, and wealth management sectors. GTN was formerly known as Global Market Access Network. It was founded in 2000 and is based in Dubai, United Arab Emirates.

Velera Logo
Velera

Velera operates as a payment credit union service organization (CUSO) and an integrated financial technology solutions provider. The company offers services to support the growth of credit unions and their members, including payment processing and fintech solutions. Velera serves the financial services sector, focusing on credit unions. Velera was formerly known as PSCU/Co-op Solutions. It was founded in 1977 and is based in St. Petersburg, Florida.

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Surmount AI

Surmount AI provides automated investing services, focusing on data-driven strategies and investment management. The company offers a platform for users to automate their investment accounts with strategies for order execution, position management, tax harvesting, and defensive measures. Surmount AI serves individual investors who aim to improve their investment portfolios through algorithmic trading. It was founded in 2020 and is based in Rising Sun, Maryland.

Ancient Tech Logo
Ancient Tech

Ancient Tech focuses on integrating artificial intelligence (AI) and deep learning into portfolio and wealth management. The company offers automated, data-driven solutions for the investment management process. Its primary clients include professionals and institutions in the financial services industry seeking technological integration into their investment strategies. It was founded in 2020 and is based in Palo Alto, California.

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