Apella Capital — Contact Email, Phone & Team

Overview

Apella Capital is a financial advisory and wealth management firm based in Lenox, Massachusetts. The firm offers comprehensive financial planning and investment services to individuals and institutions, focusing on evidence-based investing and detailed financial planning. Apella Capital operates multiple offices across the United States, serving a diverse clientele with a commitment to building lifelong client relationships and providing 'Advice for Life.' The firm's investment approach emphasizes factor-based investing and planning, aiming to deliver long-term financial success for its clients. Apella Capital has expanded its presence through strategic acquisitions, including partnerships with firms such as Park Piedmont Advisors, Calandra Financial, and Marrella Private Wealth. These expansions have enhanced Apella's capabilities in various regions, including the Midwest, Southeast, and East Coast. Apella Capital's growth strategy involves integrating like-minded wealth advisory firms to strengthen its national footprint and service offerings. The firm is backed by Wealth Partners Capital Group, a financial services holding company that invests in leading wealth management firms. This partnership supports Apella Capital's mission to provide comprehensive financial solutions and personalized advice to its clients.

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Frequently asked questions about Apella Capital

What sectors does Apella Capital invest in?

Apella Capital invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Massachusetts, United States. Apella Capital is listed as a private investment firm in the ConnectSafely investor database.