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Content provided by Meg Carpenter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meg Carpenter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Solve a Hard Problem: Apex’s Mission to Simplify Investing

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Manage episode 453224831 series 3583752
Content provided by Meg Carpenter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meg Carpenter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

From powering industry disruptors like Robinhood, to streamlining RIAs, to increasing accessibility for investors worldwide, Apex Fintech Solutions has accomplished a lot in just 12 years.

Join us to hear the journey of Apex, a fintech and custodian with more than $150 billion AUM and millions of customers across the globe. In this episode, we’re joined by CEO Bill Capuzzi, Chief Commercial Officer Connor Coughlin, Head of Advisory Olivia Eisinger, and Head of Advisory Product, Michael Kerins.

Connect with us:

Who should we spotlight next? Nominate growth leaders for Season 2

Want to learn more…

Visit ficommpartners.com

  continue reading

13 episodes

Artwork
iconShare
 
Manage episode 453224831 series 3583752
Content provided by Meg Carpenter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meg Carpenter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

From powering industry disruptors like Robinhood, to streamlining RIAs, to increasing accessibility for investors worldwide, Apex Fintech Solutions has accomplished a lot in just 12 years.

Join us to hear the journey of Apex, a fintech and custodian with more than $150 billion AUM and millions of customers across the globe. In this episode, we’re joined by CEO Bill Capuzzi, Chief Commercial Officer Connor Coughlin, Head of Advisory Olivia Eisinger, and Head of Advisory Product, Michael Kerins.

Connect with us:

Who should we spotlight next? Nominate growth leaders for Season 2

Want to learn more…

Visit ficommpartners.com

  continue reading

13 episodes

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