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custodian

Apex Fintech Solutions

In network coverage since August 16, 2026 · 16+ stories

3Deals on our tracker

Deal recordFull tracker →

Sep 17, 26Deal announcedFusionIQ — coverage

Aug 12, 26Deal announcedKalshi · Tastytrade — coverage

Aug 10, 26Fund launchMissionSquare Retirement · MissionSquare Wealth Management — coverage

Network coverage

Moves

Innovayte names former Apex COO Fritz Louis-Charles chief operating officer

Arax promoted Diego Galan to COO; Mesirow hired an investment executive from Morningstar.

practice · Oct 6RQD gets a boost as Fidelity sets $100 million custodian minimum

Moves · Oct 2TradePMR product chief Jon Patullo joins CG Financial as COO and CIO

RIA · Sep 30Bruce Markets plans weekend U.S. equity trading, pending regulatory approval

practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million

tokenization · Sep 24The tokenized-stock standard will be decided by who owns the register

RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software

Deals & PE · Sep 18Blank Form Ds are options on a distribution rail that hasn't arrived

Deals & PE · Sep 18Apex pairs a front end with its rail to win banks

The Close · Sep 17State Street is renting the custody engine it used to own

Moves · Aug 28State Street hires former LPL and Altruist executive as wealth custody CRO

the_wrap · Aug 27Debt sends retirement M&A into the contribution layer

practice · Aug 18MissionSquare's wealth push hands public-plan advisors a rollover rival

plans · Aug 18MissionSquare moves into wealth management, putting advice beside retirement

plans · Aug 17MissionSquare expands from recordkeeping into participant wealth

Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories

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