Connor Coughlin headshot

The Shopify of Investing: How Apex Is Rebuilding Wealth Infrastructure with Connor Coughlin

This week, Jack Sharry talks with Connor Coughlin, Chief Commercial Officer at Apex FinTech Solutions. Connor shares Apex’s origin story and its mission to become the “Shopify of investing” through API-driven, modular tools. They discuss the convergence of fintech and traditional wealth management, the growing expectations of millennial investors, and how Apex is empowering firms to digitize at scale. Connor also dives into the firm’s cutting-edge AI initiatives, including a custom data lake and chatbot for clients.

WealthTech on Deck

About this Podcast

WealthTech on Deck is a LifeYield podcast about the future of wealth management and the major role technology plays in it.

About LifeYield

LifeYield technology improves after-tax returns by minimizing investment taxes and maximizing retirement income. Major financial institutions leverage LifeYield to improve financial outcomes and increase advisor productivity through multi-account portfolio management. Learn more at lifeyield.com.