Growth Leaders of Wealth Management

Solve a Hard Problem: Apex’s Mission to Simplify Investing


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From powering industry disruptors like Robinhood, to streamlining RIAs, to increasing accessibility for investors worldwide, Apex Fintech Solutions has accomplished a lot in just 12 years. 

Join us to hear the journey of Apex, a fintech and custodian with more than $150 billion AUM and millions of customers across the globe. In this episode, we’re joined by CEO Bill Capuzzi, Chief Commercial Officer Connor Coughlin, Head of Advisory Olivia Eisinger, and Head of Advisory Product, Michael Kerins.

Connect with us: 

  • Meg Carpenter on LinkedIn
  • Bill Capuzzi on LinkedIn
  • Connor Coughlin on LinkedIn
  • Olivia Eisinger on LinkedIn
  • Michael Kerins on LinkedIn

Who should we spotlight next? Nominate growth leaders for Season 2

Want to learn more…

Visit ficommpartners.com

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Growth Leaders of Wealth ManagementBy Meg Carpenter

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