Webull Announces Partnership with Apex and Moment to Enable Fixed Income Trading

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NEW YORKJuly 1, 2024 /PRNewswire/ — Webull, a leading low cost trading platform announced a partnership with Apex Fintech Solutions Inc. (“Apex”) and Moment Technology, Inc. (“Moment“). Through the partnership, Webull users will be able to trade fixed-income securities and have access to an asset class traditionally reserved for institutional investors.

Webull customers will have access to fractional bond investing for the first time ever. With Apex and Moment’s technology, Webull users can buy fixed-income instruments for as little as $100, significantly less than today’s industry par minimums of $1,000 and $5,000.

“Webull is looking to drastically overhaul the fixed income experience for the retail investor,” said Arianne Adams, Chief Strategy Officer and Head of Derivatives at Webull. “We are excited to continue expanding our product offerings to meet the evolving needs of our users in today’s market.”

Webull users will be able to view reference data and analytics on bonds, arming investors with necessary information to help them make better trading decisions. This data includes information like price, yield, the bond’s coupon (interest payment), and more.

“We are excited to collaborate with Webull and their team to help them democratize fixed income trading, and to provide their clients with an experience for this asset class that is designed to mirror the equity investing experience,” said Bill Capuzzi, CEO of Apex Fintech Solutions. “Apex’s modern, flexible, and scalable platform continues to launch innovations that give retail investors capabilities previously unattainable.”

Bond prices historically have an inverse relationship with stock prices, giving Webull customers the opportunity to hedge against macroeconomic events and market trends. Yields from Bond ETFs and Cash Management products are generally dependent on prevailing market conditions and subject to change, but a portfolio of individual bonds can give greater transparency and control to those seeking a customized investment journey.

“We are thrilled to join forces with Webull and Apex, leveraging industry-leading technology to redefine retail fixed-income investing,” said Dylan Parker, CEO at Moment. “Together, we are delivering fixed-income market data and trading to investors with a level of access and sophistication that has previously been impossible.”

Webull has currently made fixed-income trading available in the US, with plans to expand globally in the future.

Users can put investment strategies to work by trading stocks, ETFs, options, fractional shares, futures, and now, fixed income, through Webull’s trading platform, which is currently available in some countries in North AmericaSouth AmericaEuropeAsiaAfricaAustralia and more. For more information on Webull and its offerings, please visit www.webull.com.

About Webull

Webull Financial LLC (“Webull Financial) is a leading online brokerage platform committed to empowering self-directed investors with innovative tools and cutting-edge technology. With low-cost trading on a wide range of assets, advanced charting tools, and real-time market data, Webull is revolutionizing the way individuals approach investing. The user-centric approach and commitment to staying at the forefront of industry trends underscore the mission to provide a seamless and rewarding experience for traders of all levels. Through the Webull Group, Webull Financial and its affiliates combine to serve tens of millions of users from over 180 countries worldwide. Securities and futures trading is offered to customers by Webull Financial, a broker-dealer registered with the Securities and Exchange Commission (SEC) and a futures commission merchant registered with the Commodity Futures Trading Commission (CFTC). Webull Financial is a member of the Financial Industry Authority (FINRA), the National Futures Association (NFA), and the Securities Investor Protection Corporation (SIPC). Webull Financials’ holding company, Webull Corporation, is a Cayman Islands corporation headquartered in St. Petersburg, FL, and owned by a diverse group of investors from the United StatesEurope, and Asia. All investing is subject to risk, including the possible loss of principal. For more information about Webull, visit www.webull.com.

About Apex Fintech Solutions Inc.

Apex Fintech Solutions is a fintech powerhouse enabling seamless access and frictionless investing. Apex’s suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change-makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke custody & clearing, advisory, institutional, digital assets, and SaaS solutions through its Apex Clearing™, Apex Advisor Solutions™, and Apex Silver™ brands. For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.

About Moment

Moment provides modern fixed income trading technology, market data, and portfolio management to wealth platforms. Based in NYC’s Financial District, Moment empowers its partners with a cutting-edge Order & Execution Management System (OEMS), Risk Management System (RMS), Portfolio Management System (PMS) and Data & Analytics Platform. Moment powers fixed-income trading for platforms with over $100B in assets and has raised $20M from Andreessen Horowitz, Venrock, and the Henry Kravis Family Office. Learn more at www.withmoment.com.

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Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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