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Acquired | Acquired

About Silver

Silver is a provider of enterprise-class business and technology solutions for investment services companies. It is based in Princeton Junction, New Jersey.On September 15th, 2021, Silver was acquired by Apex Fintech Solutions. The terms of the transaction were not disclosed.

Headquarters Location

114 Rabbit Hill Rd 350 Fifth Avenue, 52nd Floor

Princeton Junction, New Jersey, 08550,

United States

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Silver's Products & Differentiators

    Silver Cost Basis

    brokerage middle-office technology platform that provides regulatory cost basis processing for securities and digital currencies, including: corporate actions, fixed income, wash sales, multi-currency & cryptocurrency, mark-to-market, gift & inheritance transfers, etc.

Latest Silver News

Apex Fintech acquires Silver Management Group

Sep 16, 2021

External | what does this mean? This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Apex Fintech acquires Silver Management Group 2 hours ago Source: Apex Fintech Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a merger with Northern Star Investment Corp. II (“Northern Star”) (NYSE: NSTB), has acquired the Silver Management Group of Companies (“Silver”), a leading provider of business and technology solutions for the investment services industry. Silver’s expertise in regulatory cost basis and tax reporting will strengthen Apex’s platform by streamlining the processing of real-time and nightly batch activity via Silver’s ultra-scalable, cloud-based architecture. By tightly integrating these mission-critical components of the middle office tech stack, Apex will be better positioned to deliver timely and accurate cost basis data and tax reporting information to its clients, empowering end-customers to make more informed, tax-aware investment decisions. These capabilities will benefit new and existing Apex clients but will also be sold as a standalone SaaS offering providing more access and optionality to a wider range of businesses. “We look forward to leveraging Silver’s solutions as an integrated part of our business and as an independent SaaS offering complementary to Apex’s core custody and clearing operations,” said Bill Capuzzi, CEO of Apex. “Partnering with Blake and the Silver team will expand Apex’s suite of solutions, while enabling us to operate more efficiently.” “Having worked with Apex for several years as both a cost basis solution provider and a unified wealth data integration partner, I am excited for Silver to join forces with Apex as we continue solving real-world problems with innovative investment services solutions,” said Blake Henry, CEO of Silver. “This transaction allows Silver to ‘level up’ - furthering Silver’s longstanding mission to enable secure and timely access to trusted financial information while advancing Apex’s strategic growth strategy.” Silver was advised by SenaHill Partners, the leading fintech merchant bank to the middle market. Related Companies

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Silver Frequently Asked Questions (FAQ)

  • When was Silver founded?

    Silver was founded in 1991.

  • Where is Silver's headquarters?

    Silver's headquarters is located at 114 Rabbit Hill Rd, Princeton Junction.

  • What is Silver's latest funding round?

    Silver's latest funding round is Acquired.

  • Who are the investors of Silver?

    Investors of Silver include Apex Fintech Solutions.

  • Who are Silver's competitors?

    Competitors of Silver include Scivantage and 3 more.

  • What products does Silver offer?

    Silver's products include Silver Cost Basis and 1 more.

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