# Apex Fintech Solutions

> Apex Fintech Solutions supplies the clearing, custody, trading and software infrastructure behind digital investing businesses. Its AscendOS platform combines real-time brokerage operations with APIs, wealth tools and enterprise tax services; Apex reports more than 200 clients and 42 million brokerage accounts as of September 30, 2026.

- **Founded:** 2012
- **Headquarters:** Dallas, United States
- **Founders:** Jenny Just (PEAK6 co-founder; co-led the 2012 acquisition that created Apex Clearing), Matt Hulsizer (PEAK6 co-founder; co-led the 2012 acquisition that created Apex Clearing)
- **Products:** AscendOS, Apex Clearing, Apex Cost Basis and Tax, Apex Rebalancer, Ascend Workstation
- **Notable:** Reports 42M+ brokerage accounts and $280B+ in custody as of September 30, 2026., Reports 1.1B+ trades in the twelve months ended July 31, 2026., Reports 130M+ cost basis accounts and $2.5T+ in tax lot assets as of August 15, 2026; these are separate service metrics, not custody assets.

## Products & services

- **AscendOS** — Cloud-native, API-first brokerage infrastructure with real-time ledger, clearing, custody, account opening, funding, trading and embedded data tools.
- **Apex Clearing** — Regulated custody, clearing and brokerage operations through Apex Clearing Corporation.
- **Apex Cost Basis and Tax** — Enterprise SaaS for cost basis, tax lots and reporting, available together or as standalone modules; formerly Apex Silver.
- **Apex Rebalancer** — Portfolio automation supporting direct indexing, custom indexing and tax-loss harvesting.
- **Ascend Workstation** — Operations interface for account and wealth-management workflows.
- **Apex Alts** — Alternative-investment workflows integrated into the AscendOS infrastructure.
- **Augmented Advice** — Hybrid digital advice tools for wealth businesses.
- **Ask Ascend** — AI assistant for developer integration and onboarding questions.
- **Fractional trading** — Infrastructure for dollar-based investing and fractional equity positions.

## Achievements

- Reports 42M+ brokerage accounts and $280B+ in custody as of September 30, 2026.
- Reports 1.1B+ trades in the twelve months ended July 31, 2026.
- Reports 130M+ cost basis accounts and $2.5T+ in tax lot assets as of August 15, 2026; these are separate service metrics, not custody assets.
- Cash App Investing selected Apex as its new clearing provider in May 2026.
- State Street announced a minority investment and strategic partnership in September 2025.

## Latest updates

- **2026-10** — Released its Q3 2026 Investor Pulse report on October 13.
- **2026-09** — Range Finance announced an alliance using AscendOS and Apex Rebalancer.
- **2026-09** — Architect and Apex announced a preliminary agreement for intended U.S. perpetual futures and options, subject to approvals.
- **2026-05** — Cash App Investing selected Apex Clearing and AscendOS.

## Links

- Website: https://apexfintechsolutions.com/
- LinkedIn: https://www.linkedin.com/company/apex-fintech/
- Twitter/X: https://twitter.com/apexclearing
- Facebook: https://facebook.com/apexclearing

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Profile page: https://yespress.io/apex-fintech-solutions
Published by YesPress — https://yespress.io
Last updated: 2026-10-17