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Bill Capuzzi - Breaking Down Wealth-tech with the CEO of Apex Fintech Solutions

Wharton FinTech Podcast

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Opportunities in Fintech and Apex's Role in Driving Innovation

This chapter explores the opportunities in the fintech industry and how Apex Fintech Solutions is driving innovation. It covers the technology revolution in fintech, Apex's platform for investing, the importance of Apex as a custodian, and the company's plans for product development and scalability. The chapter also discusses the lack of innovation in the front-end layer of fintech companies, the potential to bring innovation to the traditional advisory world, and Apex's role in supporting popular platforms. Additionally, it touches on the opportunities in the B2B side of fintech, various successful products in the industry, and the paths to success for institutions partnered with Apex.

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