Apella Wealth Revenue and Competitors

Glastonbury, CT USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Apella Wealth's estimated annual revenue is currently $16.6M per year.(i)
  • Apella Wealth's estimated revenue per employee is $210,000

Employee Data

  • Apella Wealth has 79 Employees.(i)
  • Apella Wealth grew their employee count by 10% last year.

Apella Wealth's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Chairman and Co-FounderReveal Email/Phone
3
Chief Compliance OfficerReveal Email/Phone
4
Partner | Regional DirectorReveal Email/Phone
5
Director FinanceReveal Email/Phone
6
Partner & Regional DirectorReveal Email/Phone
7
Regional Director | Senior Financial PlannerReveal Email/Phone
8
Director MarketingReveal Email/Phone
9
Director & Sr. Financial AdvisorReveal Email/Phone
10
Director OperationsReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$8.2M49-11%N/AN/A
#2
$952.6M32406%N/AN/A
#3
$5.7M3421%N/AN/A
#4
$7.7M460%N/AN/A
#5
$10M530%N/AN/A
#6
$53.1M4550%$130.9MN/A
#7
$22.5M1070%N/AN/A
#8
$21.2M1013%N/AN/A
#9
$0.2M8-27%$1MN/A
#10
$22.7M1080%$1.4BN/A
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What Is Apella Wealth?

At Apella, we are different. We believe in putting our clients’ interests above our own. We are a fiduciary. We recognize that you are unique, deserve individual attention, and are not an algorithm to compute. Our experienced financial professionals are personally invested in preserving your capital, growing your wealth, and helping you to re-imagine your financial future. We are committed not just to saying the right things, but to actually doing the things we say. Disclosure: 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.or excluded or exempted from registration requirements. Apella 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 does not approve or endorse any third party communications posted on this site and will not be liable for any such posts.

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N/A

Total Funding

79

Number of Employees

$16.6M

Revenue (est)

10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$16.8M80-1%N/A
#2
$19.9M81-4%N/A
#3
$16.9M84-11%N/A
#4
$18.7M85N/AN/A
#5
$13.9M8510%N/A