Key facts
- Notable investors include HGGC, Wealth Partners Capital Group.
- Status: Privately Held (backing).
Investors
2- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for Apella Wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for Apella Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Apella Wealth
Provider of wealth management services intended to serve enterprises and individuals. The company offers financial, cash and income planning, retirement plans and investment management, enabling clients to plan for their future for financial backup.
- Sector
- Financial Services
- HQ
- West Hartford, CT, United States
- Employees
- 108
- Website
- apellawealth.com/
- Ownership
- Privately Held (backing)
Apella Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Apella Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Apella Wealth in its N-PORT filings yet. We sweep new filings monthly.