Articles tagged "Bill Capuzzi"
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Left at the IPO altar once, Apex -- replete with two new TD Ameritrade RIA executives -- tries again to go public, but this time it's not counting on a SPAC partner
The Dallas reboot of Penson's clearing company wants to pay down $120 million in debt and continue to make its front end as robust as its back end.
December 13, 2023 at 1:50 AM
Tricia Rothschild is out at Apex in run-up to $4.7 billion IPO as an ex-Goldman exec assumes her day-to-day role and two ringers fill big jobs
The ex-Morningstar exec leaves president role after one year as ex-Google and ex-Nasdaq talents step into new CTO and CMO posts.
July 14, 2021 at 7:04 PM
Apex Clearing soared by every measure in 2021's first quarter, except one -- its $4.7-billion valuation held steady ahead of its anticipated IPO
The Dallas clearing firm's quarterly net income jumped 414%, with trades up 183%, though the firm disclosed little about its staying power.
May 4, 2021 at 2:04 AM
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.
May 7, 2019 at 7:01 PM
InvestCloud, a start-from-scratch Envestnet emulator and Jamie Dimon darling, gets cozier with Apex to better reach RIAs
Apex RIAs can now customize portfolios via InvestCloud, which JP Morgan has a stake in, perhaps creating a counterweight to back-end monolith Envestnet
