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Apex Fintech Solutions

In PWD coverage since August 14, 2026 · 15 stories

3Deals on our tracker

Deal recordFull tracker →

Sep 17, 26Deal announcedFusionIQ — coverage

Aug 12, 26Deal announcedKalshi · Tastytrade — coverage

Aug 10, 26Fund launchMissionSquare Retirement · MissionSquare Wealth Management — coverage

PWD coverage

Moves

TradePMR product chief Jon Patullo joins CG Financial as COO and CIO

The $5 billion hybrid RIA says it will draw on his vendor relationships as it keeps investing in its technology platform.

RIA · Sep 30Bruce Markets plans weekend U.S. equity trading, pending regulatory approval

practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million

tokenization · Sep 24The tokenized-stock standard will be decided by who owns the register

RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software

Deals & PE · Sep 18Blank Form Ds are options on a distribution rail that hasn't arrived

Deals & PE · Sep 18Apex pairs a front end with its rail to win banks

The Close · Sep 17State Street is renting the custody engine it used to own

Moves · Aug 28State Street hires former LPL and Altruist executive as wealth custody CRO

the_wrap · Aug 27Debt sends retirement M&A into the contribution layer

practice · Aug 18MissionSquare's wealth push hands public-plan advisors a rollover rival

plans · Aug 18MissionSquare moves into wealth management, putting advice beside retirement

plans · Aug 17MissionSquare expands from recordkeeping into participant wealth

Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories

Data · Aug 14Apex Launches Prediction Markets Platform, Tastytrade First