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VerifiedFinancial Services· Founded 2014

Apella Wealth

At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. 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. Apella Wealth 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 Wealth 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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HeadquartersWest Hartford, United StatesEmployees125(51 to 200)Founded year2014Websiteapellawealth.comLinkedIn profileLinkedIn

Verified contacts

114

available on Kipplo

LinkedIn employees

125

51 to 200 range

Open roles

no listings

Distinct roles

69

indexed titles

Tech stack

2

tools in use

Monthly traffic

271

organic / mo

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Top roles at Apella Wealth

69 distinct titles indexed · top 10 shown.

  • 7senior financial advisor
  • 5client relationship specialist
  • 4financial advisor
  • 4financial planner
  • 2account services associate
  • 2associate
  • 2certified financial planner
  • 2client services representative
  • 2lead client relationship specialist
  • 2m & a transition specialist
  • +59more titles

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