Apex Fintech Solutions and FusionIQ Announce Collaboration to Deliver Unified Clearing, Custody, and Digital Wealth Management

Collaboration combines Apex's clearing, custody, and brokerage infrastructure with FusionIQ's end-to-end digital wealth platform, giving financial institutions a faster, more integrated path to launching and scaling modern investing and advice experiences

NEW YORK--(BUSINESS WIRE)--Apex Fintech Solutions Inc. (“Apex”), the infrastructure powering modern investing, today announced a collaboration with FusionIQ, a leader in cloud-based digital wealth management technology. The alliance combines Apex's clearing, custody, and brokerage infrastructure with FusionIQ's end-to-end digital wealth platform, giving financial institutions a faster, more integrated path to launching and scaling modern investing experiences for their clients.

Through the collaboration, mutual clients will be able to pair Apex's brokerage, custody, and clearing capabilities with FusionIQ's platform, including digital advice, self-directed investing, digital model marketplace, and fin-TAMP capabilities, within a single, streamlined technology stack. The combined offering is designed to reduce integration complexity and time-to-market for banks, credit unions, registered investment advisors, broker-dealers, and other institutions looking to modernize their wealth management and investing offerings.

"For firms to keep pace with today's investors, they need backend systems that are fast, flexible, and secure," said Bill Capuzzi, Chief Executive Officer of Apex Fintech Solutions. "Our alliance with FusionIQ gives financial institutions a clearer path to launch, scale, and innovate, so they can spend less time on integration and more time delivering the digital-first experiences their clients expect."

"Our platform gives institutions the flexibility to deploy digital wealth solutions on their terms," said Eric Noll, Chief Executive Officer of FusionIQ. "By combining our platform with Apex's proven infrastructure, we're removing friction from the integration process and empowering our mutual clients to move faster — whether they're launching a new digital advice offering or scaling an existing wealth management program."

The collaboration underscores both companies' focus on enabling financial institutions to expand access to investing and advice services, particularly for underserved segments such as mass affluent and next-generation investors.

About 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://www.apexfintechsolutions.com.

About FusionIQ

FusionIQ delivers self-directed and digital advice experiences embedded directly within financial apps and websites. Financial institutions of every size—from banks and credit unions to RIAs and insurance companies—rely on FusionIQ's comprehensive digital investing solutions to rapidly deploy or enhance their wealth management offerings and scale their business. Explore FusionIQ's platform at fusioniq.io.