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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

William Capuzzi
CEO at Apex Fintech Solutions


In his role as Chief Executive Officer at Apex Fintech Solutions, Bill sets the vision and strategy to help Apex identify and realize new areas of growth and opportunity. In addition to his role on the DTCC Board of Directors, Bill is a current board member of TraderTools.

Bill is a trusted industry expert and has been featured in top business publications like CNBC, Bloomberg, The Wall Street Journal, Business Insider, and Nasdaq, among others. He regularly speaks at the largest finance and technology industry events, including Future Proof and the Tiburon CEO Summit. Bill has been personally acknowledged for his outstanding leadership in financial services, being named an EY Entrepreneur Of The Year: Southwest Award winner in 2021. He is also a 2022 & 2023 Benzinga Global Fintech Award winner for Most Impactful Fintech Executive winner and a 2023 'Wealthies' finalist for Chief Executive Officer of the Year.

Agenda Sessions

  • How Custodial Competition Will Transform the Advisor Space