Apex Fintech Solutions Inc., a leading fintech provider revolutionizing digital wealth management, has appointed Charles "Chip" Roame, Founder & Managing Partner of Tiburon Strategic Advisors, to its Board of Directors. Roame's extensive experience in strategic advisory roles, particularly in the wealth and investment management sectors, positions him as a valuable addition to Apex's board. His appointment underscores the company's commitment to innovation and enhancing the advisor-client experience.
Roame's strategic guidance to over 600 wealth and investment management firms, CEOs, and boards of directors aligns well with Apex's mission to empower growth-oriented advisors. Jenny Just, Chair of the Board at Apex Fintech Solutions, expressed excitement about leveraging Roame's expertise to ensure Apex remains at the forefront of the advisory industry. The company's recent advancements, including the launch of Apex Astra and Apex Onboarding Edge platforms, coupled with the acquisition of AdvisorArch, further highlight Apex's dedication to driving transformative growth and fostering positive change in the advisory world.
