Bill Capuzzi at Minetta Tavern | Standing Table #4

About this episode

The episode features an interview with Bill Capuzzi discussing his career in financial services and the role of Apex Fintech Solutions in modern investing.

Today we dine at Minetta Tavern with a very special guest - Bill Capuzzi. Bill has spent decades in financial services, holding leadership roles across firms like Pershing. As CEO of Apex Fintech Solutions, he’s helped build the backbone for many of the platforms people use to invest today, even if they don’t realize it. Apex is the infrastructure behind the apps, the part that actually makes them work. While others chase the market, Bill helps build it. Timecodes 00:00 - Intro 01:07 - Meet Bill Capuzzi at Minetta Tavern 02:38 - Med School to Wall Street Executive 04:59 - Leaning in Technology in Investing 08:23 - Apex and Their Clients 09:43 - AI, Customer Service & Risk Management 12:05 - ChatGPT, AI & the Future of Work 15:39 - How Fintech Eliminated Wall Street Paperwork 17:36 - Why Apex Is Building Brand Awareness 18:18 - Bill's Advice for New Investors Standing Table is made possible through our continued partnership with Apex Fintech Solutions. Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a…

People in this episode

Guest: Bill Capuzzi

Topics covered

• financial services
• investing technology
• AI in finance
• digital investing
• infrastructure in fintech

Keywords

• Bill Capuzzi
• Apex Fintech Solutions
• financial services
• investing technology
• AI
• digital investing
• Minetta Tavern

Sponsors

Apex Fintech Solutions

Mentioned in this episode

Organizations: Pershing

Places: Minetta Tavern

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