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Apella Capital Logo
Apella Capital Growth Score
79
CB Rank
295885
Heat Score
50
Apella Capital is a financial advisory and wealth management firm serving individuals, families, and businesses.
Founded
obfuscation
Private Glastonbury, Connecticut, United States1-10 apellawealth.com
Advice
Financial Services
Wealth Management
Overview

Apella Capital
Growth Score
79
Heat Score
50

Growth Score79
-8 pts
in past quarter
Heat Score 50
6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Apella Capital

CB Rank
295885
Apella Capital is a financial advisory and wealth management firm serving individuals, families, and businesses.
Founded
obfuscation
Private Glastonbury, Connecticut, United States1-10 apellawealth.com
Advice
Financial Services
Wealth Management

Key People

  • Photo of Joshua Pace
    Joshua Pace: Chief Executive Officer
    Past Role: Trust Company of America, President and Chief Executive Officer

Details

Legal Name Apella Capital LLC
Operating Status Active
Company Type For Profit
About the Company
Apella Capital is a financial advisory and wealth management firm serving individuals, families, and businesses.
Predictions & Insights

Growth Insight

See this Growth Insight
Apella Capital is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that creates personalized, long-term financial plans based on clients' goals, values, and current financial status.
Evidence-Based Investment Management
An investment service using data-driven, research-backed strategies to build diversified portfolios aligned with clients' risk tolerance and goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 11

Investment Breakdown

Number of Acquisitions 11
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 64

Employee Profiles

News

News and Press

News•Apr 2, 2026
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News•Jan 6, 2026
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News•Sep 2, 2025
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News•Jul 1, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,757
-36.02%
 in past month

IT Spend

$2.7MThis year, Apella Capital is projected to spend $2.7M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Moving Average Logo
Moving Average
100
Wayfair Logo
Wayfair
89
Canary Mode Logo
Canary Mode
88

Active Website Tech Count

8Apella Capital is actively using 8 technologies for its website, according to BuiltWith. These include Common Crawl, DNSSEC, and  Organization Schema.

Total IP

1Apella Capital has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Apella Capital's headquarters? Apella Capital is located in Glastonbury, Connecticut, United States.Who are Apella Capital's competitors? Alternatives and possible competitors to Apella Capital may include HighTower Advisors, Cerity Partners, and  Wealth Enhancement Group.
Who We Are
What We Do
Helpful Links
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