Interview: John Stuart, GM of Fintech at Apex Fintech Solutions
Jun 12, 2024
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The podcast features John Stuart, GM at Apex Fintech Solutions, discussing the company's capabilities in custody, clearing, and execution worldwide. They explore Apex's evolution over 10+ years, novel use cases for their infrastructure, and how they scaled across 150 countries. Additionally, they touch on advancements in robo advising, stock rewards in fintech loyalty programs, and the impact of Apex's technology on the investment landscape.
Apex Fintech Solutions offers a versatile infrastructure for custody, clearing, and execution services to a diverse range of clients, fostering innovation in investing tools.
The company's advanced technology stack and flexible SAS model set it apart in the market, providing simplified access to capital markets and enhancing industry efficiency.
Deep dives
Apex's Infrastructure for Investment
Apex provides custody, clearing, execution, and rebalancing services through a B2B API infrastructure. This infrastructure caters to a wide range of clients, from VC-backed startups to large financial institutions, enabling them to develop next-generation investing tools embedded into various applications. The technical renaissance in investing is evident with the integration of AI and scaling efficiencies into legacy financial structures.
Expanding Access to Apex's Capabilities
Apex accommodates two distinct client types: those in the banking sector looking to enhance existing products with investing solutions, and investing-focused clients undergoing digital transformations. The company delivers services to various entities, including registered investment advisors and non-regulated organizations, streamlining regulatory processes and offering simplified access to capital markets while reducing complexities.
Apex's Technological Advancements and Competitive Edge
Apex differentiates itself through its advanced technology stack developed over a decade. The company offers a one-stop-shop solution for custody, clearing, and execution, distinguishing itself from competitors who often rely on outsourced clearing and third-party technology. Moreover, Apex's innovative approach includes a flexible SAS model for clients to access specific capabilities or the full technology stack, enhancing industry efficiency and scalability for investing solutions.
In this episode, I had the chance to sit down with John Stuart, the general manager of fintech and international at Apex Fintech Solutions, an investing and wealth management infrastructure platform. John and I had the chance to talk about:
* What the capabilities Apex provides, including custody, clearing, and execution, enable its customers to build
* How Apex scaled its platform across 150 countries
* What Apex has learned and how its refined its offering over 10+ years in market
* Some novel use cases for the infrastructure Apex has built