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Bill Capuzzi - Breaking Down Wealth-tech with the CEO of Apex Fintech Solutions

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Manage episode 376738195 series 181786
Content provided by Wharton Fintech Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wharton Fintech Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Joshua Benadiva hosts Bill Capuzzi, the CEO of Apex Fintech Solutions, a leading provider of custody and clearing services for the financial industry. Apex's powerful brokerage solutions and APIs serve over 300 customers including Betterment, SoFi, and Public.com. Bill is also a partner at PEAK6 Investments, the parent company of Apex Fintech Solutions, and a board member of DTCC, a leading provider of market infrastructure for the global financial services industry. In this episode, Joshua and Bill dive deep into the history and evolution of broker-dealers and trading, from the days of paper tickets and phone calls to the era of digital platforms and APIs. They reveal how Bill leveraged his experience and vision to shape Apex Fintech Solutions, a company that simplifies and streamlines the plumbing of the financial industry. He also shares his insights on the importance of failing fast, taking risks, and making big leaps in your career. Bill gives us a glimpse into his innovation mindset and his passion for wealth-tech, as well as the opportunities and trends he sees in this space. Finally, they look ahead to the future of fintech and what Bill anticipates to see in the next decade.
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498 episodes

Artwork
iconShare
 
Manage episode 376738195 series 181786
Content provided by Wharton Fintech Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wharton Fintech Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Joshua Benadiva hosts Bill Capuzzi, the CEO of Apex Fintech Solutions, a leading provider of custody and clearing services for the financial industry. Apex's powerful brokerage solutions and APIs serve over 300 customers including Betterment, SoFi, and Public.com. Bill is also a partner at PEAK6 Investments, the parent company of Apex Fintech Solutions, and a board member of DTCC, a leading provider of market infrastructure for the global financial services industry. In this episode, Joshua and Bill dive deep into the history and evolution of broker-dealers and trading, from the days of paper tickets and phone calls to the era of digital platforms and APIs. They reveal how Bill leveraged his experience and vision to shape Apex Fintech Solutions, a company that simplifies and streamlines the plumbing of the financial industry. He also shares his insights on the importance of failing fast, taking risks, and making big leaps in your career. Bill gives us a glimpse into his innovation mindset and his passion for wealth-tech, as well as the opportunities and trends he sees in this space. Finally, they look ahead to the future of fintech and what Bill anticipates to see in the next decade.
  continue reading

498 episodes

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