Apella Wealth
Highly Engaged Employees
Highly Engaged EmployeesFinance · Connecticut, United States · 51-200 Employees
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Overview
Headquarters
65 Memorial Rd Ste C340, West Hartford, ...Phone Number
(860) 785-2260Website
www.apellawealth.comRevenue
$86.6 MillionIndustry
ZI Rank: 3
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About Apella Wealth
Apella Wealth is a financial advisory and wealth management firm that operates as a registered investment adviser, delivering comprehensive financial planning and investment management services to individuals, families, businesses, and institutional clients. The firm is structured around a client-centric philosophy that emphasizes long-term relationships, fiduciary responsibility, and evidence-based decision-making. Its approach is rooted in aligning financial strategies with the personal goals, values, and evolving life circumstances of its clients, thereby providing holistic guidance rather than transactional financial services. The organization focuses on delivering integrated wealth management solutions that encompass investment planning, retirement strategies, tax optimization, estate planning, and risk management. Its advisory model is designed to provide a cohesive framework through which clients can navigate complex financial decisions with clarity and confidence. By combiningRead more
Apella Wealth Org Chart
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Activity Insights
Apella Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Apella Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Apella Wealth.
Apella Wealth Tech Stack
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Hiring Plans
Apella Wealth is hiring in Operations for the first time in 12 months.
Hiring Plans
Hiring Plans
Apella Wealth has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
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Frequently Asked Questions Regarding Apella Wealth
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Apella Wealth is a financial advisory and wealth management firm that operates as a registered investment adviser, delivering comprehensive financial planning and investment management services to individuals, families, businesses, and institutional clients. The firm is structured around a client-centric philosophy that emphasizes long-term relatio... Read More
