Apella to Partner with Wealth Partners Capital Group


October 29, 2021

On September 8, 2021, it was announced that Apella Capital LLC and Wealth Partners Capital Group, LLC had entered into an agreement to form a strategic partnership.

Under the terms of the agreement, Apella Capital LLC (“Apella”) will receive a minority investment from Wealth Partners Capital Group, LLC (“WPCG”). The transaction, subject to customary closing conditions, was expected to close by the end of the third quarter of 2021. Further terms of the deal were not disclosed.

Apella, based in Glastonbury, Connecticut, is a national registered investment advisor, focusing on factor-based investing and planning. As of September 1, 2021, Apella had approximately $2.4 billion in assets under management and administration.

WPCG, based in West Palm Beach, Florida, is a financial services holding company which invests and partners with wealth management firms, providing them with capital and strategic support.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.