Apex acquires FinTron to boost digital wealth management services

By Gloria Mathias

Apex Fintech Solutions Inc. (Apex), a digital wealth management firm, has entered into an acquisition agreement with FinTron, a financial technology and design agency that specialises in creating high-end digital experiences for investors and advisors globally, subject to FINRA approval.

This strategic acquisition will greatly enhance Apex’s digital investment solutions by incorporating FinTron’s customisable and embedded capabilities.

This alliance allows Apex’s clients to deliver custom-designed user interfaces and experiences for brokerage platforms, pre-integrated into the Apex platform. As a result, clients can nimbly deploy turnkey investing experiences and front-ends within their existing digital footprint, powered by Apex’s custody platform, giving clients the opportunity to stay ahead of the curve. Additionally, the collaboration benefits those launching digital first advisory services, helping to enable swift and efficient market entry.

FinTron is known for its intuitive white-label and embedded components, along with its Software Development Kit (SDK) for mobile and web platforms. These tools can enable companies to efficiently integrate self-directed and managed investing into their existing offerings.

By acquiring FinTron, Apex aims to expand its services and deliver a more comprehensive and accessible investment experience to a wide array of clients, including financial advisors, FinTech firms, neobanks, insurance companies, and retirement planning firms. Each component will be available to clients using Apex Clearing Corporation custody and clearing solutions and as standalone services for enterprises looking to leverage specific features of the Apex platform, such as account opening and ACAT transfers.

“FinTron has revolutionised the process of launching a brokerage or wealth management platform,” said Bill Capuzzi, CEO of Apex. “Their innovative platform aligns perfectly with our mission to empower the next generation of investors through technology. This acquisition is a significant step in our journey to provide a fully integrated, digital-first investment platform that meets the diverse needs of our clients.”

“We are thrilled to join forces with Apex,” said Wilder Rumpf, Founder and CEO of FinTron. “Our shared vision of democratising financial services and providing intuitive, powerful tools to investors will only be strengthened through this partnership. Together, we can make a significant impact on the financial futures of many.”