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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.

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