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Gathering insights about Apella Wealth

Apella Wealth Tech Stack

Apella Wealth uses 8 technology products and services including Microsoft Clarity, Canva, HubSpot Content Hub, and more. Explore Apella Wealth's tech stack below.

  • Microsoft Clarity
    Analytics
  • Canva
    Audio, Video, Graphics
  • HubSpot Content Hub
    Content Management System
  • RSS
    Content Management System
  • Microsoft 365
    Email
  • Slick
    Javascript Libraries
  • Java
    Programming Languages
  • Twitter
    Widgets

Media & News

Apella Wealth's Email Address Formats

Apella Wealth uses at least 2 format(s):
Apella Wealth Email FormatsExamplePercentage
FLast@apellacapital.comJDoe@apellacapital.com
95%
Last@apellacapital.comDoe@apellacapital.com
5%
FLast@apellawealth.comJDoe@apellawealth.com
100%

Frequently Asked Questions

Where is Apella Wealth's headquarters located?

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Apella Wealth's main headquarters is located at 65 Memorial Road, Suite C340 West Hartford, CT 06107, US. The company has employees across 1 continents, including North America.

What is Apella Wealth's phone number?

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You can contact Apella Wealth'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 Wealth's official website and social media links?

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

What is Apella Wealth's NAICS code?

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

How many employees does Apella Wealth have currently?

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As of October 2025, Apella Wealth has approximately 108 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: T. R.Chief Financial Officer: J. S.Chief Operating Officer: B. D.. Explore Apella Wealth's employee directory with LeadIQ.

What industry does Apella Wealth belong to?

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Apella Wealth operates in the Financial Services industry.

What technology does Apella Wealth use?

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Apella Wealth's tech stack includes Microsoft ClarityCanvaHubSpot Content HubRSSMicrosoft 365SlickJavaTwitter.

What is Apella Wealth's email format?

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Apella Wealth's email format typically follows the pattern of FLast@apellacapital.com. Find more Apella Wealth email formats with LeadIQ.

When was Apella Wealth founded?

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Apella Wealth was founded in 2014.

Apella Wealth

Financial ServicesUnited States51-200 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
65 Memorial Road, Suite C340 West Hartford, CT 06107, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

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

Section iconFunding & Financials

  • $100M$250M

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

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