Highly customizable platform will offer integrated digital wealth solutions to financial institutions

1. Apex Clearing Partners with InvestCloud to Deliver New Digital Advice
Platform
Highly customizable platform will offer integrated digital wealth solutions to financial
institutions
Los Angeles – July 11, 2017 –​ ​Apex Clearing​, an independent, full-service clearing firm and
leader in the digital wealth space, has selected global FinTech firm InvestCloud as a
technology partner to offer a new digital advice platform. Apex’s offering will allow FinTech
startups and financial institutions alike to quickly take to market differentiated and
personalized digital advisory services, using a fully featured, hyper-modular technology
platform, with integrated, API-enabled custody and clearing services.
Apex already serves many leading retail-focused FinTech firms – including Betterment and
Robinhood. But Apex is developing the new platform with InvestCloud to meet an
underserved market need: solutions for new and established businesses that want premier
custody services as well as sustainably customizable technology. This combination of Apex’s
sophisticated, scalable API technology with InvestCloud’s breadth of intuitive apps and
solutions will deliver even more ways for advisors to grow their business.
“At Apex, we are committed to developing solutions that empower innovation and drive
growth within our clients’ businesses,” said Apex’s CEO Bill Capuzzi. “A big part of that is
helping businesses distinguish themselves in the new era of digital investing – and not
simply be seen as taking a ‘me too’ approach. Our new partnership with InvestCloud has
allowed us to develop a highly customizable platform that does exactly that. It’s a seamless
partnership between our two firms.”
John Wise, co-founder and CEO of InvestCloud, said: “Apex is the preeminent custodian and
clearing firm in the digital wealth space, and we’re excited to enhance their digital offerings.
Unlike most custodians’ platforms, this offering will be flexible and customizable as clients’
needs grow. And while the focus of this offering is digital advice, we’re pre-integrating our
full library of over 200 financial apps to enable seamless future growth as the business
scales.”
Apex will begin onboarding new clients to the platform starting later this year. InvestCloud’s
flexible digital app platform supports a range of clients from independent RIAs to some of
the world’s largest banks. Configuration of the apps, pre-integrated to Apex’s custody and
clearing offering, enables all types of institutions to create a differentiated solution for a
variety of client types.
ENDS
About InvestCloud Inc.
Headquartered in Los Angeles with a global presence, InvestCloud develops first-class,
financial digital solutions, pre-integrated into the cloud. By empowering investors and
managers with a single version of the integrated truth through its unique digital platform,
InvestCloud creates beautifully designed client experiences and intuitive operations
solutions using an ever-expanding library of digital modular apps. The result? Powerful
products for individual investors and institutions alike, assembled on-demand to meet
clients’ specific needs.

2. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 diverse
clients – from wealth managers, institutional investors & institutional asset managers to
family offices, asset services companies, financial platforms & banks.
For more information, visit ​www.investcloud.com​.
About Apex Clearing
Apex Clearing Corporation is a leading provider of digital wealth solutions that is powering
the innovation behind 21st century investing. An independent, full-service clearing firm and
prime brokerage, Apex partners with financial services firms ranging from disruptive
fintechs to Fortune 500 enterprise advisors to succeed in the digital age. Apex’s
fully-integrated, customized solutions allow registered investment advisors (RIAs), digital
advisors, fintech firms, broker dealers and full service firms to operate more efficiently,
maximize profitability, give customers more control, and reach new investors. Founded in
2012 and based in Dallas with offices in New York City, Chicago and Portland, Oregon, Apex
Clearing Corporation is registered with the SEC, a member of FINRA, and a participant in
SIPC. For more information, visit ​www.apexclearing.com​.
Media contact:
Rich Went
Metia Group
Tel: +44 (0) 20 3100 3580
Email: ​Rich.Went@Metia.com