custodian

Apex Fintech Solutions

In PWD coverage since August 14, 2026 · 16+ stories

3Deals on our tracker

Deal recordFull tracker →

Sep 17, 26Deal announcedFusionIQ — coverage

Aug 12, 26Deal announcedKalshi · Tastytrade — coverage

Aug 10, 26Fund launchMissionSquare Wealth Management · MissionSquare Retirement — coverage

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practice

RQD gets a boost as Fidelity sets $100 million custodian minimum

The New York clearing firm counts roughly 50 U.S. advisory clients, and its chief revenue officer describes its RIA work as still in its early infancy.

Moves · Oct 2TradePMR product chief Jon Patullo joins CG Financial as COO and CIO

RIA · Sep 30Bruce Markets plans weekend U.S. equity trading, pending regulatory approval

practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million

tokenization · Sep 24The tokenized-stock standard will be decided by who owns the register

RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software

Deals & PE · Sep 18Blank Form Ds are options on a distribution rail that hasn't arrived

Deals & PE · Sep 18Apex pairs a front end with its rail to win banks

The Close · Sep 17State Street is renting the custody engine it used to own

Moves · Aug 28State Street hires former LPL and Altruist executive as wealth custody CRO

the_wrap · Aug 27Debt sends retirement M&A into the contribution layer

practice · Aug 18MissionSquare's wealth push hands public-plan advisors a rollover rival

plans · Aug 18MissionSquare moves into wealth management, putting advice beside retirement

plans · Aug 17MissionSquare expands from recordkeeping into participant wealth

Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories

Data · Aug 14Apex Launches Prediction Markets Platform, Tastytrade First

Apex Fintech Solutions

RQD gets a boost as Fidelity sets $100 million custodian minimum

The Family Office Daily Briefing