Apella Capital
Finance · Washington, United States · 51-200 Employees
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Overview
Headquarters
2821 Northup Way Ste 150, Bellevue, Wash...Phone Number
(415) 563-3000Website
www.apellacapital.comRevenue
$57.2 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Apella Capital
Apella Capital, LLC is a national RIA built around a select community of likeminded advisors who believe in evidence-based investing and planning. Headquartered in Glastonbury, CT, Apella offers its wide range of financial advisory services across a number of financial advisory offices, spanning both coasts and serving thousands of individual and institutional investors. Managing over $2.5 billion in assets, the firm's financial advisors are dedicated to building lifelong client relationships and providing Advice for Life. Apella was founded in 2014 by two financial advisors, Patrick Sweeny and David Connelly, who were passionate about finding a better way to help investors achieve their long-term goals. It is an affiliate of Symmetry Partners, which manages over $9.4 billion* in AUM and AUA.Explore more
Popular SearchesApella Capital LLCApella CapitalApellacapitalConvergence Wealth AdvisorsJamesfemiaSIC Code 62,628NAICS Code 52,523Show more
Apella Capital Org Chart
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Activity Insights
Apella Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Apella Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Apella Capital.
Apella Capital Tech Stack
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Promotion
Executive Move
Apella Capital has announced that Patrick Sweeny has been promoted to the role of Chief Executive Officer.
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Facilities Relocation / Expansion
Apella Capital is planning to move its offices in June 2022. The move will impact employees at their existing office located at 2001 Union Street, Suite #540, San Francisco, CA.
Facilities Relocation/Expansion
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Apella Capital, LLC is a national RIA built around a select community of likeminded advisors who believe in evidence-based investing and planning. Headquartered in Glastonbury, CT, Apella offers its wide range of financial advisory services across a number of financial advisory offices, spanning both coasts and serving thousands of individual and i... Read More
