BUNKER to launch trading platform in LATAM powered by InvestCloud and Apex Fintech Solutions
“We’re very excited to be launching this solution for so many Latin Americans that are looking for an easy and friendly way to invest in safe, well-regulated markets to achieve their long-term financial goals. And we are proud of our key partners: InvestCloud, as a provider that offers trustworthy, unique, and engaging investing experiences; and Apex, as a leading provider of custody and clearing services.”
BUNKER, a US-based fintech seeking to democratize access to the US markets for Latin Americans, has tapped InvestCloud to help launch a pioneering mobile-first digital investment platform in LATAM, and Apex Fintech Solutions to provide custody and broker-dealer support through its subsidiary Apex Clearing Corporation.
Latin American affluent and high-net-worth individuals are the primary target of BUNKER, who will provide access to US investment markets.
BUNKER is owned by SEC-regulated Smartadvisor LLC
BUNKER is a digital financial advice platform developed by SEC-regulated investment advisor Smartadvisor LLC. The platform enables clients to invest in the professionally regulated investment markets of the United States.
Offering multi-lingual client communication blended with financial education and wellness tools, BUNKER features AI-powered digital advice to deliver better investor outcomes.
BUNKER will leverage InvestCloud’s cloud-based platform to provide tailored, end-to-end client communication and advice, including automated onboarding and prospecting through to full client lifecycle management (CLM).
For custody and broker-dealer support, BUNKER partnered with Apex Fintech Solutions, a US market leader in the fintech ecosystem, providing custody and clearing, advisory, institutional, digital assets, and SaaS solutions across its combined businesses.
“BUNKER exceeds end-client expectations with this solution”
Francisco Sosa del Valle, Co-Founder and CEO of BUNKER, said: “We’re very excited to be launching this solution for so many Latin Americans that are looking for an easy and friendly way to invest in safe, well-regulated markets to achieve their long-term financial goals. And we are proud of our key partners: InvestCloud, as a provider that offers trustworthy, unique, and engaging investing experiences; and Apex, as a leading provider of custody and clearing services.”
Will Bailey, Chief Strategy Officer of InvestCloud, said: “We’re excited to partner with a visionary organization that recognizes the power of digital to drive expansion. Partnering with BUNKER showcases InvestCloud’s ability to deliver global digital solutions for the financial industry. Not only did BUNKER pursue a mobile-first design, but they have implemented our core behavioral science principles across the client lifecycle management (CLM) apps. In a market that is asking for increasingly personalized experiences, BUNKER exceeds end-client expectations with this solution.”
William Capuzzi, CEO of Apex Fintech Solutions, commented: “Apex is proud to provide broker-dealer and custodial support for InvestCloud and BUNKER’s innovative digital offering, underpinning our mission of enabling frictionless investing for investors across the globe. We continue to see growth in diversity and applicable solutions within the investing ecosystem and are pleased to support this cross-regional platform for the Latin American market.”
