Skip to content
3 min read

Smartleaf Announces Apex Partnership

Cambridge, MA Ι January 24th, 2017  

Smartleaf today announced that Apex Clearing will act as an authorized reseller of Smartleaf’s rebalancing technology solution, providing Apex’s clients – including banks, broker dealers, RIAs, TAMPS and financial technology firms – with scalable portfolio rebalancing technology that will integrate into Apex Clearing’s core custodial and clearing services.

The two companies are initially targeting firms interested in enhancing their offerings with digital advice solutions, but will be expanding services to support integrated rebalancing across the entire client base of the wealth managers they serve.

Jerry Michael, President of Smartleaf, commented, “Apex is the market leader in providing advanced custodial services that include real time account opening and advanced APIs. They’ve been at the forefront of financial innovation for years and are well-positioned to help firms drive more value from their digital advice solutions. We’re delighted to partner with Apex to bring this comprehensive solution to the market.” 

“Smartleaf offers powerful and sophisticated rebalancing technology,” said William Capuzzi, CEO of Apex Clearing. “With Apex on the leading edge of providing digital advice solutions to the investment community, our partnership with Smartleaf will allow us to give our clients access to customized tax managed services at scale.”

About Smartleaf

Smartleaf is the market-leading provider of automated portfolio rebalancing solutions. Smartleaf applies institutional grade analytics to address the needs of individual investors, as well as institutions looking for customized portfolios.

With the release of its Experience Engine (E2), Smartleaf is transforming the client experience, enabling wealth management firms to show each investor a personalized record of continuous oversight, meticulous care and exceptional value. Smartleaf was founded in 1999 and is headquartered in Cambridge, MA. 

About Apex Clearing

Apex Clearing Corporation is an independent, full-service clearing firm that has become the custodian of choice for digital advisors.  The company empowers innovation through its use of fully-integrated, leading edge technology and its proactive, proprietary risk management for its clients.  A strong, self-clearing broker-dealer, Apex Clearing specializes in supporting a diverse mix of financial services clients including fintech, hedge funds, registered investment advisors (RIAs), broker-dealers, proprietary trading firms, retail brokerages, and financial technology startups.  For more information, visit

President, Co-Founder