


Avidity Capital
Financial Services • San Diego, California, United States • 1-10 Employees
Company overview
| Headquarters | 2727 Camino del Rio S, Suite 311, San Diego, California 92108, US |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Asset Management, Financial Planning, Intergenerational Planning, Multigenerational Wealth Management |
| Founded | 2021 |
| Employees | 1-10 |
Key Contact at Avidity Capital
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.
Avidity Capital revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Avidity Capital has never raised funding before.
Avidity Capital Tech Stack
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Frequently asked questions
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