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Avidity Capital

Avidity Capital

Financial ServicesFlag of USSan Diego, California, United States1-10 Employees

Company overview

Headquarters2727 Camino del Rio S, Suite 311, San Diego, California 92108, US
Website
NAICS52
Keywords
Wealth Management, Asset Management, Financial Planning, Intergenerational Planning, Multigenerational Wealth Management
Founded2021
Employees1-10

Key Contact at Avidity Capital

Flag of US

Theron Morgan

Founder & Financial Advisor

About Avidity Capital

Avidity Capital was built with one objective in mind – help families gain better alignment amongst future generations to preserve their family's legacy far past their time on this earth. Our firm's mission is to bridge the gap between grandparents' or parents' expectations while positioning their next generations to live their most purposeful life through multigenerational wealth planning. We believe financial and estate plans become more dynamic and fulfilling with this approach. Because, after all, intergenerational planning is not limited to transfers of value but also values. We focus on helping our clients control the narrative for their family's financial future. By stripping the wind from society's sails, we can understand what drives the needs and aspirations of all parties. Avidity Capital Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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Avidity Capital revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Avidity Capital has never raised funding before.

Avidity Capital Tech Stack

Discover the technologies and tools that power Avidity Capital's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Workspace

Email

Adobe Fonts

Adobe Fonts

Font scripts

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

core-js

core-js

JavaScript libraries

Cart Functionality

Cart Functionality

Ecommerce

YUI

YUI

JavaScript libraries

Frequently asked questions

Avidity Capital is located in San Diego, California, US.
Avidity Capital was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
Avidity Capital has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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