Fundz

Fundz Deep Dive

Everything you need to win Apella Wealth — in one platform.

Who to reach, what to say, and why now on Apella Wealth — plus every funding round, exec hire, and M&A move that follows, each with the verified contact and the outreach written for you.

Get the full Deep Dive on Apella Wealth — free.

One free Deep Dive, emailed to you. No spam; unsubscribe anytime.

Ready now? Choose your plan · Request a demo · Sign in

Engage writes the reply
Grounded in signals no one else has — tuned to their persona.
Signals no one else has
UCC liens, benefit plans, 13F holdings, permits, exec moves — fused.
Verified contact + click-to-call
The decision-maker’s email and mobile — dial in-browser.

Apella Wealth Partners with Marrella Private Wealth, Expanding Presence to Wyomissing, PA

Mar 10, 2025•about 1 year ago

Contract Type

partnership

ConnecticutFinancial ServicesFinanceLending

Description

Apella Wealth has announced a partnership with Marrella Private Wealth, a registered investment adviser, to expand its presence to Wyomissing, PA. The collaboration aims to strengthen Apella's capabilities in financial planning and investment management in the region, offering enhanced services to their clients.

Company Information

Company

Apella Wealth

Location

Connecticut, United States

About

Apella Wealth is a national RIA built around a community of like-minded advisors who believe in Evidence-Based investing and detailed financial planning. It offers a wide range of financial advisory services across several offices, serving both coasts and thousands of individual and institutional investors.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Apella Wealth's next move

Learn about Strategic plan

Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.