RIA Biz: DriveWealth is newest RIA custodian with VC money and an Apex mindset

A new player has entered the RIA custody and clearing business; DriveWealth and its CEO Robert Cortright has a head-spinning track record of success in ventures that blend financial technology and the processing of money. His latest business, IBD and technology vendor DriveWealth, is built on the premise that it's not just sluggish old-line broker-dealers and custodians that need to step aside. He's also targeting Dallas-based robo-custodian of choice Apex…”

Barry Mazza