Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to announce a collaboration with WealthRabbit, an RIA that has rolled out the first and only fully digital solution for managing SIMPLE IRA plans. Leveraging Apex’s brokerage and custody services, WealthRabbit has created the first and only fully digitized platform dedicated to SIMPLE IRA management. This collaboration combines Apex’s robust infrastructure with WealthRabbit’s streamlined platform, delivering small businesses and their advisors a modern, seamless, and highly efficient way to manage SIMPLE IRAs.

WealthRabbit emerges as a game changer in the fintech landscape with the launch of the first fully digital solution dedicated to managing SIMPLE IRA plans more efficiently. By combining WealthRabbit’s innovative technology with Apex’s expertise in brokerage and custody services, this collaboration delivers a fully digitized, streamlined solution that helps maintain regulatory requirements while offering a seamless user experience.

"As the only fully digital solution for SIMPLE IRA management, WealthRabbit is revolutionizing retirement planning for small businesses," said Connor Coughlin, Chief Commercial Officer at Apex Fintech Solutions. "This alliance allows us to support WealthRabbit’s forward-thinking mission by integrating Apex's brokerage and custody services with their best-in-class platform. Together, we’re empowering small businesses and advisors with a new standard of efficiency.”

Key benefits and features of WealthRabbit:

• No Setup Fees: WealthRabbit offers straightforward monthly pricing with no hidden setup costs.
• User Friendly Onboarding: A seamless, digital enrollment process that eliminates paperwork.
• Secure Online Contributions: Facilitate employee contributions with secure, convenient digital access.
• Revenue-Sharing Opportunities: Accountants and financial advisors can unlock potential new revenue streams while providing clients with a reliable SIMPLE IRA management tool.
• Bank-Level Security: Robust security measures protect sensitive business and employee information throughout the process.

Adam Ackerman, Chief Compliance Officer and Co-Founder of WealthRabbit, shared his excitement about the collaboration, stating, "Partnering with Apex Fintech Solutions is an incredible opportunity for us to redefine retirement planning for small businesses. This partnership allows us to leverage Apex's cutting-edge technology and innovative approach to deliver an unparalleled SIMPLE IRA management experience. Together, we're empowering small business owners and their advisors with efficient, low-cost retirement solutions that make financial success more accessible."

About Apex Fintech Solutions

Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke solutions through its Apex Clearing™, Apex Advisor Solutions™, and Apex Silver™ brands. For more information, visit the Apex Fintech Solutions website: www.ApexFintechSolutions.com.

Apex Clearing Corporation, a wholly-owned subsidiary of Apex Fintech Solutions Inc., is an SEC registered broker dealer, a member of FINRA and SIPC, and is licensed in 53 states and territories. Securities products and services referenced herein are provided by Apex Clearing Corporation. FINRA BrokerCheck reports for Apex Clearing Corporation are available at: http://www.finra.org/brokercheck

About WealthRabbit

WealthRabbit is the first fully digitized platform designed to make SIMPLE IRA management effortless for small businesses. WealthRabbit transforms how small businesses approach employee benefits and retirement planning through innovative technology and a user-centered design. From hassle-free onboarding that eliminates paperwork and setup fees, to comprehensive monitoring and reporting of user investments, WealthRabbit is dedicated to simplifying SIMPLE IRA management at every stage. For more information, visit: https://www.wealthrabbit.com/

View source version on businesswire.com: https://www.businesswire.com/news/home/20250127405718/en/