Apella Wealth Revenue
Financial Services • 
West Hartford, Connecticut, United States • 101-200 Employees
Apella Wealth revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $28,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Key Contact at Apella Wealth
Company overview
| Headquarters | 65 Memorial Road, Suite C340, West Hartford, CT 06107, US |
| Phone number | +18003863004 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Financial Planning, Investment Advisory |
| Founded | 2014 |
| Employees | 101-200 |
| Socials |
Apella Wealth Email Formats
Apella Wealth uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@apellawealth.com), used 67% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@apellawealth.com | 67% |
{first initial}{last name} | jdoe@apellawealth.com | 30.7% |
{last name}{last name} | doedoe@apellawealth.com | 2.3% |
About Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Apella Wealth has 53 employees across 9 departments.
Departments
Number of employees
Funding Data
Apella Wealth has never raised funding before.
Apella Wealth Tech Stack
Discover the technologies and tools that power Apella Wealth's digital infrastructure, from frameworks to analytics platforms.
Security
CMS
JavaScript libraries
Video players
JavaScript libraries
Reverse proxies
CDN
JavaScript libraries
Analytics
Miscellaneous
Security
Analytics
United Kingdom
Canada
Frequently asked questions
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