Tag

Bill Capuzzi

5 articles

Articles tagged "Bill Capuzzi"

Bill Capuzzi: 'The financial industry is in the early innings of a massive digital transformation.'

Dec 13, 2023

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.

Bill Capuzzi: 'We continue to lay the groundwork for long-term success.'

Jul 14, 2021

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.

Tricia Rothschild, who was named president in August 2020, has seen nothing but hyper-growth since coming aboard.

May 4, 2021

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.

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.

May 7, 2019

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.

Bill Capuzzi: InvestCloud is similar to Envestnet and we want to be agnostic and provide our advisors choice. It really is about providing advisors with choices they want on the front end.

Jul 19, 2017

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

— There are no additional results —

Bill Capuzzi

Articles tagged "Bill Capuzzi"

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

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

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

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

InvestCloud, a start-from-scratch Envestnet emulator and Jamie Dimon darling, gets cozier with Apex to better reach RIAs

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect