Apex Fintech Solutions

HQ
Dallas
Total Offices: 5
1,000 Total Employees
Year Founded: 2012

Apex Fintech Solutions Offices

Apex Fintech Solutions is headquartered in Dallas and has 5 office locations.

Hybrid Workplace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week

U.S. Office Locations

HQ

Dallas

350 N St Paul St, Dallas, TX, United States, 75201

Austin

2010 E 6th St, Austin, TX, United States, 78702

Chicago

141 W Jackson Blvd, Chicago, IL, United States, 60604

New York

888 7th Ave, New York, NY, United States, 10019

Portland

555 SW Morrison St, Portland, OR, United States, 97204

13 Days AgoSaved
Hybrid
2 Locations
Fintech • Software • Financial Services
Analyzes Tax & Cost Basis data processes, trends, and quality; develops reports and actionable recommendations; tests software and data workflows; documents procedures; collaborates with Product, Operations, and Development; and helps automate processes to improve efficiency and reduce manual work.
14 Days AgoSaved
Hybrid
2 Locations
Fintech • Software • Financial Services
Manage end-to-end onboarding for new clients, serving as their primary contact, gathering documentation, coordinating account setup and data migration, delivering training, and providing initial support. Collect feedback, maintain detailed records, collaborate with sales, service, and technical teams, ensure regulatory compliance, and report on onboarding outcomes and client satisfaction.
21 Days AgoSaved
Hybrid
2 Locations
Fintech • Software • Financial Services
The Sales Manager will coordinate sales activities, support strategic goals, engage with clients, conduct market research, and facilitate communication across teams to achieve sales targets.