Research
FORUM TRANSCRIPT

Apex Clearing – Brokerage Infrastructure Market Growth & Competition with DriveWealth – 6 January 2022

  • Private Equity
  • TMT
  • North America
PREMIUM

Specialist

Former Executive at Apex Clearing Corp

Agenda

  • Operating environment for Apex Clearing, touching on TAM growth rate
  • Competitive positioning – Apex Clearing vs DriveWealth, Embedded Financial Technologies and other upstarts in addition to legacy players
  • Customer perception around Apex Clearing's decision to outsource vs insource, including whether it has customer insourcing risks ahead
  • January 2022 acquisition of PDQ Enterprises and fallout of attempt to go public
  • Apex Clearing's guidance on clients, customer accounts, revenue, adjusted EBITDA and more
  • Outlook for 2022 and beyond, highlighting potential M&A and regulatory considerations

Questions

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