Wealth Management

Apex Fintech Launches AI Suite to Speed Wealth Platform Development

Apex Fintech Solutions has launched its Apex AI Suite, featuring one of the first agentic development kits in the clearing ...
Asset Servicing Times

Orion Advisor Solutions picks Apex to support account opening

Orion Advisor Solutions has selected Apex Advisor Solutions, a subsidiary of Apex Fintech Solutions (Apex), to deliver a fully digital account opening solution for independent advisors and their ...
Yahoo Finance

Manulife Wealth Launches New Apex Unified Managed Account (UMA) Program: A Streamlined Investment Solution to Boost Investment Advisor Efficiencies and Client Relationships

OAKVILLE, ON, April 14, 2025 /CNW/ - Manulife Wealth Inc. (Manulife Wealth), a company of Manulife Wealth & Asset Management, today announced the launch of its Apex Unified Managed Account (UMA) ...
Nasdaq

Apex Clearing Named "Best Wealth Management Company" for Fourth Consecutive Year in Annual FinTech Breakthrough Awards

DALLAS--(BUSINESS WIRE)-- Apex Clearing Corporation (“Apex” or the “Company”), the fintech for fintechs powering innovation and the future of digital wealth management, today announced that it has ...