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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
custodian

Apex Fintech Solutions

In network coverage since August 16, 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 Retirement · MissionSquare Wealth Management — coverage
Network coverage
Moves

Innovayte names former Apex COO Fritz Louis-Charles chief operating officer

Arax promoted Diego Galan to COO; Mesirow hired an investment executive from Morningstar.
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 management · 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 management · Aug 18MissionSquare's wealth push hands public-plan advisors a rollover rival
Plans & Sponsors · Aug 18MissionSquare moves into wealth management, putting advice beside retirement
The Wrap · Aug 17MissionSquare rents technology; Edelman buys dealmaking talent
Plans & Sponsors · 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
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