With over 50 years of combined service in the RIA industry, we understand the unique needs of financial advisors and fintech platform providers.
We empower RIAs to manage their advisory firms more efficiently and profitably with technology to complement their existing business.
*Apex and ViewTrade Securities, Inc. are members of the Securities Investor Protection Corporation (SIPC), as a result, funds are available to meet customer claims up to a ceiling of $500,000, including a maximum of $250,000 for cash claims. In addition to SIPC coverage, Apex has purchased an additional insurance policy through a group of London Underwriters (with Lloyd’s of London Syndicates as the Lead Underwriter) to supplement SIPC protection.