Apella Capital Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Apella Capital

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Apella Capital Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	151 National Drive, P.o. Box 737 Glastonbury, CT 06033

Note: Revenues for privately held companies are statistical evaluations.


Apella Capital's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Apella Capital's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Apella Capital is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Apella Capital Annual Revenue and Growth Rate

Apella Capital	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Apella Capital's revenues are gauged from an analysis of company filings.

Apella Capital's Income Statement (based on Industry Averages)

Apella Capital P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Apella Capital is developing and marketing. Apella Capital doesn't have any recent trademark applications, indicating Apella Capital is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
TALKING REAL MONEY Entertainment services, namely, providing podcasts in the fields of financial planning, investment advisory solutions and financial planning for retirement	12/03/2020
APELLA CAPITAL Financial services, namely, investment advice and investment management for individual investors seeking guidance on where to invest their assets, and investment consultation, namely, the creation of personalized strategies for individual investors to achieve financial independence	02/19/2014
NOVO WEALTH Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others	11/19/2013

See all trademarks and details in the Full Report.

Market Share of Apella Capital's Largest Competitors

A competitive analysis shows these companies are in the same general field as Apella Capital, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Apella Capital. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
LANDMARK PACIFIC PARTNERS II OFFSHORE 21A	Simsbury, CT	100
WEISS MULTI-STRATEGY ADVISERS	Rocky Hill, CT	82
GWA	Rocky Hill, CT	78
FIDUCIARY INVESTMENT ADVISORS	Windsor, CT	44
CONNECTICUT WEALTH MANAGEMENT	Farmington, CT	42
APELLA CAPITAL	Glastonbury, CT	37

Future Competition: Apella Capital's Fastest Growing Competitors

These companies are in the same general field as Apella Capital and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)