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Podcast: Wharton FinTech Podcast
Episode: Bill Capuzzi - Breaking Down Wealth-tech with the CEO of Apex Fintech Solutions
Description: 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...