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Apex Clearing's Bill Capuzzi is counting on its API edge and model pivot to power past enterprise-level losses and gets vote of confidence from top Pershing poach

The CEO begins to shed image as upstart custodian for the robo first wave and mature. Lucille Mayer and Hannah Grove join from Pershing and iCapital, respectively, to help Bill Capuzzi's firm do just that.

Author Oisin Breen May 7, 2019 at 7:01 PM
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Bill Capuzzi: We’re entering a wealth management pricing war … [and] firms are realizing legacy custodians can’t deliver … [what] they need to remain profitable.


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