Jon Patullo joins Apex Fintech Solutions as Chief Product Officer for Advisory

by James · October 10, 2022

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Industry veteran and proven technology leader who will join the firm in the fourth quarter of 2022

DALLAS–( BUSINESS WIRE )– Apex Fintech Solutions (“Apex”), the fintech for fintech driving innovation and the future of investment and wealth management, today announced that Jon Patullo will join the company as Chief Product Officer for Advisory, in fourth quarter 2022. In his new role, Jon will lead the technology product strategy for Apex Advisor Solutions, the advisory channel of Apex Fintech Solutions. He is based in Dallas, TX and will work with Olivia Eisinger, General Manager of Advisory Solutions. Olivia is responsible for the advisory strategy, runs the advisory business and leads the advisory solutions team.

Jon brings over 26 years of advisory and financial technology experience to Apex, most recently serving as CEO of Digital Trading and Wealth Management for Charles Schwab Corporation and CEO of Technology Platform Management at TD Ameritrade Holding Corporation. At TD Ameritrade, he led all advisory platforms and third-party integrations for the company, as well as set the strategic direction for advisor-facing technology platforms. In particular, Jon was at the forefront of the launch of open architecture technology which is contributing to innovation across the consultancy area today.

“Apex is on a mission to help growth-oriented advisory firms modernize their businesses and the experience they offer their clients,” said Olivia Eisinger. “We are excited to welcome Jon to lead our efforts to accelerate our advisory technology strategy. Jon has made incredible contributions to the RIA industry, and we are excited by his passion to continue raising the bar for advisory technology.”

Jon began his career at TD Waterhouse in 1996, serving in a variety of roles in e-commerce, customer service, technical support and software development. During this time he helped launch the Waterhouse online platform for retail customers and later the Veo, Veo Open Access and Veo One depository technologies.

“I deeply admire Apex’s thoughtful approach to leveraging the power of modern technology solutions to help RIA firms and leading fintech companies aim to provide an advisory offering to their client base while enhancing the solutions they provide to their clients,” said Jon Patullo. “I look forward to working closely with Bill, Olivia and the entire Apex Advisory team to continue building solutions that directly address the needs of independent advisors and their networks.”

“At Apex, our goal is to drive the businesses we serve to ensure that investors of all backgrounds have the opportunity and tools to succeed,” said Bill Capuzzi, CEO of Apex Fintech Solutions. “In turn, we are incredibly excited about our mission to help advisory firms extend their services to all investors seeking advice and to welcome Jon, an industry pioneer and admired technology innovator, to further enhance our advisory business. It is our goal to provide all advisers and their clients with a frictionless, digital experience.”

About Apex Fintech Solutions

Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing and investor education for all. Apex’s omni-suite of scalable solutions fuels 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 its partners succeed at the forefront of the industry through tailored custody and clearing, advisory, institutional, digital asset and SaaS solutions through its Apex Clearing™, Apex Pro™, Apex Crypto™, Apex Advisor Solutions™, Apex Silver ™ and Apex CODA Markets™ brands.

For more information, visit the Apex Fintech Solutions website: