Apella - About the company
Apella is a seed company based in Glastonbury (United States), founded in 2014. It operates as a Multiple goal-based saving platform for individuals. Apella has raised an undisclosed amount in funding from Wealth Partners Capital Group. The company has 5280 active competitors, including 83 funded and 457 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
- Website
- apellawealth.com
- Social
Key Metrics
Founded Year
2014
Location
Glastonbury, United States
Stage
Seed
Latest Funding Round
Investors
Ranked
158th among 5280 active competitors
Employee Count
166 as on Sep 30, 2026
Investment & Acquisitions
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Apella's funding and investors
Apella has raised funding over 1 round. Its latest funding round was a Seed round on Sep 09, 2021 for $*****. 1 investor participated in its latest round. Apella has 1 institutional investor.
Here is the list of recent funding rounds of Apella:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Sep 09, 2021 | 1282222 | Seed | 6036893 | 7108565 | 7398611 | 6433729 |
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Apella's founders and board of directors
Founder? Claim ProfileApella's employee count trend
Apella has 166 employees as of Sep 26. Here is Apella's employee count trend over the years:
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Apella's Competitors and alternates
Top competitors of Apella include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Apella, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 74/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 73/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 70/100 |
4th | LPL Financial 1989, San Diego (United States), Acquired | Stock brokerage firm | - | 66/100 | |
5th | Provider of software, data, analytics, and related services for financial institutions | - | 65/100 | ||
6th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 64/100 | |
7th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 64/100 | |
8th | High Tower 2008, Chicago (United States), Series E | Provider of wealth management services | $129M | 64/100 | |
9th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
10th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 63/100 | |
158th |  Apella 2014, Glastonbury (United States), Seed | Multiple goal-based saving platform for individuals | - | 41/100 |
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Apella's Investments and acquisitions
Apella has not made any investments yet. Apella has made 7 acquisitions.Here is the list of latest three $acquisitions:
Date of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Oct 28, 2026 | Acquisition | - | ||
Sep 18, 2026 | Acquisition | - | ||
Sep 16, 2026 | Acquisition | 1983 | Mount Pleasant (United States) |
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Reports related to Apella
Here is the latest report on Apella's sector:
News related to Apella
Filter this listMedia has covered Apella for 1 event in last 1 year.
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Apella Wealth Acquires Longview Financial Advisors for $384 MillionPulse 2.0•Sep 19, 2026•Longviewfa, Apella
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Apella Capital LLC Makes New $511,000 Investment in The Sherwin-Williams Company $SHWMarketBeat•Sep 18, 2025•Apella, Sherwin Williams
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Apella Capital LLC Makes New $288,000 Investment in The Goldman Sachs Group, Inc. $GSMarketBeat•Sep 18, 2025•Apella, Goldman Sachs, Spectrum Planning Group
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Apella Capital LLC Raises Stock Holdings in Welltower Inc. $WELLMarketBeat•Sep 17, 2025•Apella, Welltower, OPERS
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Apella Capital LLC Acquires 15,593 Shares of Mastercard Incorporated $MAMarketBeat•Sep 16, 2025•Apella, Mastercard, IronOak Wealth
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Apella Capital LLC Acquires 10,395 Shares of The Walt Disney Company $DISMarketBeat•Sep 16, 2025•Apella, The Walt Disney Company
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JPMorgan Chase & Co. $JPM Shares Acquired by Integrated Wealth Concepts LLCMarketBeat•Sep 06, 2025•Integrated Partners, JPMorganChase, Kovitz Investment Group, Apella and 2 others
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Apella acquires Park Piedmont, marks 13th acquisition with WPCG and enters Chicago.Business News Today•Sep 02, 2025•Park Piedmont, Apella, Wealth Partners Capital Group
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