Insights

Rapid Growth Apella Wealth is actively expanding through multiple acquisitions, including PBMares Wealth Management and Iron Horse Wealth Management, indicating a strategic focus on scaling their operations and increasing market share.

Market Expansion The recent opening of new offices in Garden City, New York, suggests an opportunity to offer localized technology solutions or compliance services to support their regional growth initiatives.

Technological Adoption With a tech stack that includes marketing and analytics tools like HubSpot, Google Fonts API, and Adobe Creative Suite, there is potential to provide integrated digital marketing solutions, client engagement platforms, or data analytics enhancements.

Financial Position Generating between $250M and $500M in revenue with a small team suggests an opportunity for scalable SaaS or cloud-based financial advisory tools that help streamline operations and enhance client service.

Client Engagement Given their emphasis on research-based, evidence-driven financial planning, developing advanced data analytics or AI-driven portfolio management solutions could align well with their commitment to science-based investment strategies.

Similar companies to Apella - Bellevue

Apella - Bellevue Tech Stack

Apella - Bellevue uses 8 technology products and services including Facebook Pixel, HubSpot Analytics, Canva, and more. Explore Apella - Bellevue's tech stack below.

  • Facebook Pixel
    Analytics
  • HubSpot Analytics
    Analytics
  • Canva
    Audio, Video, Graphics
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • UPS
    Logistics
  • HubSpot
    Marketing Automation
  • Adobe Creative Suite
    Visualisation Software

Media & News

Apella - Bellevue's Email Address Formats

Apella - Bellevue uses at least 2 format(s):
Apella - Bellevue Email FormatsExamplePercentage
First@vestory.comJohn@vestory.com
80%
FirstLast@vestory.comJohnDoe@vestory.com
20%
FLast@apellawealth.comJDoe@apellawealth.com
100%

Frequently Asked Questions

Where is Apella - Bellevue's headquarters located?

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Apella - Bellevue's main headquarters is located at 2821 Northup Way Bellevue, Washington 98004 United States. The company has employees across 1 continents, including North America.

What is Apella - Bellevue's phone number?

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You can contact Apella - Bellevue's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Apella - Bellevue's official website and social media links?

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Apella - Bellevue's official website is apellawealth.com and has social profiles on LinkedIn.

What is Apella - Bellevue's NAICS code?

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Apella - Bellevue's NAICS code is 52 - Finance and Insurance.

How many employees does Apella - Bellevue have currently?

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As of February 2026, Apella - Bellevue has approximately 2 employees across 1 continents, including North America. Key team members include Manager Of Advisor Services: B. D.Financial Adviser: B. H.. Explore Apella - Bellevue's employee directory with LeadIQ.

What industry does Apella - Bellevue belong to?

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Apella - Bellevue operates in the Financial Services industry.

What technology does Apella - Bellevue use?

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Apella - Bellevue's tech stack includes Facebook PixelHubSpot AnalyticsCanvaOpen GraphGoogle Fonts APIUPSHubSpotAdobe Creative Suite.

What is Apella - Bellevue's email format?

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Apella - Bellevue's email format typically follows the pattern of First@vestory.com. Find more Apella - Bellevue email formats with LeadIQ.

When was Apella - Bellevue founded?

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Apella - Bellevue was founded in 2014.

Apella - Bellevue

Financial ServicesWashington, United States2-10 Employees

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.

Section iconCompany Overview

Headquarters
2821 Northup Way Bellevue, Washington 98004 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconFunding & Financials

  • $100M$250M

    Apella - Bellevue's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Apella - Bellevue's revenue is estimated to be in the range of $100M$250M

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