Digital Digest: The Latest Tech News - Marstone, Apex Clearing

Editorial Staff

15 July 2020

Marstone, Apex Clearing
The US wealth management firm Marstone has integrated its platform with Apex Clearing, a business providing custody and clearing service.

This arrangement will, the firms said, benefit investment management firms, insurance companies, and organizations with large financial services practices that face high demand for digital experiences and capabilities.

"In today's uncertain times, it's essential for the companies that clients trust with their financial access and health to be modern, digital-first, and inclusive of clients with $500 or $50 million,” Margaret J Hartigan, co-founder and CEO, Marstone, said.

Apex Clearing was founded in 2012 and is a SEC-registered business. Marstone, meanwhile, has partnered with APEX Clearing; BlackRock; BNY Mellon|Pershing; Fiserv; HSBC, Interactive Brokers and Plaid.