Apex Fintech Solutions
PrivateLast Round
Strategic
Sep 3, 2025
Est. Valuation
$4.7B
Total Funding Raised
$450M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Apex Fintech Solutions is a financial software company that provides a suite of scalable solutions including clearing, custody, and other back-office services for broker-dealers, wealth managers, and fintech firms.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Compliance, Blockchain Infrastructure, Digital Banking
Business Model
B2B2C
Customer Profile
Usage-Based SaaS, Subscription SaaS, Revenue Share
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Apex Fintech Solutions Comps
Public and private peers based on sector, stage, and business model.
Apex Fintech Solutions Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Sep 3, 2025 | ||||
| M&A | Nov 30, 2021 | ||||
| Private Equity | Feb 22, 2021 | ||||
| Buyout/LBO | Jun 1, 2012 |
Key People
Founding team and executive leadership
Apex Fintech Solutions Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Baron Capital | M&A, Private Equity |
| Fidelity Management & Research Company | M&A, Private Equity |
| PEAK6 Investments | Buyout/LBO |
| Winslow Capital | M&A, Private Equity |
| State Street | Strategic |
| Coatue Management | Private Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 1, 2026
Recognized on CNBC's list of the World's Top 250 Fintech Companies for 2024.
- Apr 1, 2026
Named 'WealthTech of the Year' for 2025 by US FinTech Awards.
Apex Fintech Solutions Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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