June 09, 2026

Bill Capuzzi at Minetta Tavern | Standing Table #4

19 minutes

Today we dine at Minetta Tavern with a very special guest - Bill Capuzzi.

Bill has spent decades in financial services, holding leadership roles across firms like Pershing. As CEO of Apex Fintech Solutions, he’s helped build the backbone for many of the platforms people use to invest today, even if they don’t realize it.

Apex is the infrastructure behind the apps, the part that actually makes them work. While others chase the market, Bill helps build it.

Timecodes

00:00 - Intro

01:07 - Meet Bill Capuzzi at Minetta Tavern

02:38 - Med School to Wall Street Executive

04:59 - Leaning in Technology in Investing

08:23 - Apex and Their Clients

09:43 - AI, Customer Service & Risk Management

12:05 - ChatGPT, AI & the Future of Work

15:39 - How Fintech Eliminated Wall Street Paperwork

17:36 - Why Apex Is Building Brand Awareness

18:18 - Bill's Advice for New Investors

Standing Table is made possible through our continued partnership with Apex Fintech Solutions.

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing.

For more information, visit the Apex Fintech Solutions website: ⁠https://apexfintechsolutions.com/⁠

LinkedIn: ⁠https://www.linkedin.com/company/apex-fintech/

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