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Compare Apex Clearing vs Upvest

Customers evaluate the quality of Apex Clearing's products using the following success metrics.

Overview

Apex Clearing Logo

Apex Clearing is 12 yrs old and is based in United States.

Apex is an independent, full-service clearing firm helping power the digital revolution in financial services. Apex's Digital Wealth Solutions enable highly scalable, efficient customer service frameworks that modernize operations. The company facilitates investing, making processes that used to happen in days take only seconds2012, and giving clients immediate access to advisors.

Upvest Logo

Upvest is 7 yrs old and is based in Germany.

Upvest enables businesses to build investment experiences, tailored to the customers’ needs. It offers an investment application programming interface (API), digital infrastructure, and customized investment products. The company was founded in 2017 and is based in Berlin, Germany.

Founded Year

2017

Country

United States
Germany

Demo Video

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Leadership

Tricia Rothschild (President)

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Martin Kassing (Founder, Chief Executive Officer)

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Funding

Upvest last raised $31.83M on 10/11/2023.

Stage

Acq - Pending
Series B - II

Total Raised

$93.49M

Latest Valuation

Investors

Northern Star Investment II, SoFi

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ABN AMRO Ventures, Notion Capital

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Product

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Why Upvest beats Apex Clearing

    Benefits

    Upvest did not submit their benefits in their Analyst Briefing

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    Products

    Upvest did not submit their products in their Analyst Briefing

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    Customers

    Upvest did not submit their products in their Analyst Briefing

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    Known Partners

    Upvest did not submit their partners in their Analyst Briefing

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    Why They Buy

    Upvest did not submit their references in their Analyst Briefing

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    News & Analysis

    Apex Clearing has been mentioned in our research 2 times.

    Upvest has been mentioned in our research 1 time.

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