Retail Welcomed: Apex to Debut Fixed-Income Investing Platform in 2023

Apex Fintech Solutions new fixed-income investing platform promises everyday retail investors the ability to directly invest in fixed-income via fractional corporate bonds and treasuries, the company said this week.

The solution meets investor demand for portfolio diversification and yield that fixed-income can offer. However, Apex said industry and structural barriers have historically excluded retail investors. Soon, all investors will be able to invest in fixed-income fractionally as they can with equities today with this pending offering.

“There is no reason that the average investor should be left on the sidelines when it comes to fixed-income,” said Bill Capuzzi, CEO of Apex. “Our entire mission at Apex is to democratize investing, which is why we knew we had to clear an easier path for retail investors to fixed-income.”

“Finally, you’ll be able to buy a few dollars worth of bonds the same way you can buy a few dollars worth of your favorite stock. This isn’t just a win for Apex – this is a win for every investor and every fintech empowering them. This is further validation of our commitment to innovation for the retail investor.”

Apex claims this is the industry’s first fractional fixed-income investing platform. Historically, retail investors have not had easy access to the fixed-income markets, primarily been the domain of institutional investors. Fixed-income markets were previously dominated by prominent market participants, which meant large trade sizes, higher minimum investments, pricing opacity, and dealer-to-dealer relationships. Any retail investor can add fixed income into their portfolios through fractional corporate bonds in a modern, equity-like experience.

The offering is in development and due to launch in the coming weeks. Developed in collaboration with Moment Technology; the platform enables fintechs to extend what Apex says is a more accessible, low-cost, fractional fixed-income investing experience for their clients.

“This isn’t just a product launch – this is a milestone for every investor out there who’s not getting a fair shot at investing,” Jenny Just, co-founder and managing partner at PEAK6, Apex’s parent company, said. “I’m inspired by what Apex is doing because this helps elevate more people into such a valuable part of investing. The ability for people – not just high net-worth investors – to easily add fixed-income and diversify their portfolios is a game-changer.”

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