Acquiring Company
Apella Wealth
Acquired Company
Morris Financial Concepts
United StatesSouth CarolinaFinancial ServicesFinanceLendingFinancial ServicesFinanceLendingBankingDescription
Apella Wealth announced its acquisition of Morris Financial Concepts, Inc., a registered investment adviser based in South Carolina. This acquisition aims to strengthen Apella's regional presence and enhance its financial planning capabilities. The addition of Morris' experienced team is expected to provide significant value to Apella's clients. The deal reflects Apella's commitment to expanding its service offerings in the financial advisory sector.
Quick answer
Apella Wealth is acquiring Morris Financial Concepts, announced September 15, 2026. Apella Wealth is based in United States.
- How much did Apella Wealth pay for Morris Financial Concepts?
- The deal value was not disclosed.
- What does Apella Wealth do?
- Apella Wealth is a national RIA built around a community of like-minded advisors who believe in Evidence-Based investing and detailed financial planning.
- Where are Apella Wealth and Morris Financial Concepts based?
- Apella Wealth is based in United States. Morris Financial Concepts is based in South Carolina, United States.
- Who are the decision-makers at Apella Wealth?
- Fundz holds 5 contacts at Apella Wealth. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Finance
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- First Mid Bancshares to Acquire Evergreen Bancshares (October 29, 2026)
- Optimum Global completes Mayfair Bank takeover (October 29, 2026)
- Numerica to merge with SELCO Credit Union (October 29, 2026)
- BRC Group Holdings, Inc. Completes Merger with B. Riley Securities Holdings, Inc. (October 28, 2026)
- First Community Bankshares to Acquire Main Street Financial Services (October 28, 2026)
- 1NB Bank to acquire Headquarters Holding (October 28, 2026)
Who to call at Apella Wealth, and when
When Apella Wealth changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Apella Wealth raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Apella Wealth, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Apella Wealth. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Apella Wealth makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Frequently asked
Who acquired Morris Financial Concepts?
Morris Financial Concepts was acquired by Apella Wealth, based in United States. The deal was reported on September 15, 2026. Apella Wealth is a national RIA built around a community of like-minded advisors who believe in Evidence-Based investing and detailed financial planning. Apella Wealth is privately held and operates in Financial Services.
When did Apella Wealth acquire Morris Financial Concepts?
Apella Wealth's acquisition of Morris Financial Concepts was reported on September 15, 2026. Apella Wealth announced its acquisition of Morris Financial Concepts, Inc., a registered investment adviser based in South Carolina. This acquisition aims to strengthen Apella's regional presence and enhance its financial planning capabilities. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Morris Financial Concepts do?
Morris Financial Concepts, Inc. is a registered investment adviser committed to providing personalized financial advice. The firm specializes in investment management and financial planning services tailored to client needs. It is privately held, operating in Financial Services, and is based in South Carolina.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.