Bill Capuzzi at Minetta Tavern | Standing Table #4

Today we dine at Minetta Tavern with a very special guest - Bill Capuzzi.
Bill has spent decades in financial services, holding leadership roles across firms like Pershing. As CEO of Apex Fintech Solutions, he’s helped build the backbone for many of the platforms people use to invest today, even if they don’t realize it.

Apex is the infrastructure behind the apps, the part that actually makes them work. While others chase the market, Bill helps build it.

Timecodes
00:00 - Intro
01:07 - Meet Bill Capuzzi at Minetta Tavern
02:38 - Med School to Wall Street Executive
04:59 - Leaning in Technology in Investing
08:23 - Apex and Their Clients
09:43 - AI, Customer Service & Risk Management
12:05 - ChatGPT, AI & the Future of Work
15:39 - How Fintech Eliminated Wall Street Paperwork
17:36 - Why Apex Is Building Brand Awareness
18:18 - Bill's Advice for New Investors

Standing Table is made possible through our continued partnership with Apex Fintech Solutions.

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing.

For more information, visit the Apex Fintech Solutions website: ⁠apexfintechsolutions.com/⁠ (apexfintechsolutions.com)

LinkedIn: ⁠linkedin.com/company/apex-fintech (linkedin.com/company/apex-fintech)

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