Private company
Who owns Apex Fintech Solutions
One company in the researched set discloses a stake in Apex Fintech Solutions, none of it sized by anyone who discloses it. Apex Fintech Solutions is private, so no 13F reports it: a 13F covers exchange listed positions only. These figures exist because each holder disclosed the stake in its own filings.
Apex Fintech Solutions - Profile
- Type
- private company
- Based in
- United States
Apex Fintech Solutions is a Dallas based financial technology company that supplies the back end plumbing of digital investing. Its Apex Clearing subsidiary is a registered broker dealer providing custody, clearing and settlement of United States securities, and the wider platform adds account opening, trade execution, fractional share trading, extended hours access, cost basis and tax reporting and digital asset custody, all delivered through APIs that brokerages, banks, advisers and consumer investing apps embed inside their own products. The company reports more than 200 clients and over 22 million brokerage accounts holding in excess of $200 billion in assets.
Source
Apex Fintech Solutions files nothing with the SEC, so none of this comes from a filer record. The description was written for this site in August 2026 from Apex Fintech Solutions corporate site, State Street and Apex Fintech Solutions announce strategic partnership (Business Wire) and Dallas-based Apex Fintech Solutions lands investment from asset giant State Street (The Dallas Morning News). The ownership figures below come from the holders' filings instead, and are sourced row by row.
The disclosed stakes
One row per position. Where a holder reports the same company in two share classes, both rows are shown rather than summed, because the class is part of a position's identity.
Where each figure comes from
A private stake has no ownership form behind it, so the source is always the holder's own filing or disclosure. Anything modelled says so, with the arithmetic.
- State Street Corporation. State Street and Apex Fintech Solutions announced a strategic partnership on 3 September 2025 that 'includes a minority investment by State Street into Apex Fintech Solutions.' Neither company's press release discloses the dollar amount invested or the resulting equity percentage, so no share count or value can be derived. Included because it is a real, named, sourced stake, not because a size can be estimated. sourcesource 2
What this page is not
It is not a complete register. It lists the holders who happen to be inside the researched set and disclosed the stake themselves. A private company can have many other shareholders, and nothing here rules them out: venture investors, founders and employees usually appear in no public filing at all. Percentages are of Apex Fintech Solutions where a holder stated one, and are missing where no holder did.