CLARITY WEALTH
CLARITY WEALTH is identified as a US wealth management firm providing financial planning and investment advisory services to individuals, families, businesses, institutions, and retirement plan sponsors via an employee-owned advisor model with AUM-based recurring fees.
- Company typePrivate
- Founded-
- HeadquartersIrvine, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What CLARITY WEALTH does
The input data for CLARITY WEALTH is internally inconsistent: the firmographics header identifies the company as a private, for-profit US wealth management firm in Irvine, California with 1-10 employees and a website at claritywealth.net, while the substantive structured content describes an employee-owned registered investment advisor named Apella Wealth (doing business as Apella Capital), headquartered at 65 Memorial Road, Suite C340 in West Hartford, Connecticut, with a website at apellawealth.com. This analysis is grounded primarily in the more detailed Apella Wealth material, since the CLARITY WEALTH firmographics provide minimal substantive detail.
Apella Wealth offers a comprehensive financial planning and investment advisory platform organized across twelve service categories: vision and planning, business services, legacy planning, education planning, retirement planning, financial planning, philanthropy, family and lifestyle, health and healthcare, tax planning, risk protection, and career planning. The firm's investment approach is explicitly evidence-based, drawing on academic research and decades of historical market data rather than speculation, and the firm emphasizes transparency with no hidden fees and full fiduciary commitment.
The firm serves a diversified US client base including individuals and families at three life stages (starting out, focused on the future, and retired), women in financial transition, businesses and institutions, and retirement plan sponsors. Operations are exclusively US-domestic with no global footprint claim. Revenue is generated through fee-based wealth management structured around assets under management (AUM), a recurring model typical of RIAs. Distribution is direct-advisory-led with a centralized phone intake (1-800-386-3004) and website contact forms, and marketing is multi-channel via a financial education podcast ('Talking Real Money'), blog content, organic social media (Facebook, YouTube, LinkedIn), email communications, and community events. No public pricing tiers or fee schedules are disclosed, and no revenue figures are publicly available.
CLARITY WEALTH firmographics
Firmographics- Name
- CLARITY WEALTH
- Legal name
- Apella Wealth
- Website
- https://claritywealth.net
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CLARITY WEALTH is identified as a US wealth management firm providing financial planning and investment advisory services to individuals, families, businesses, institutions, and retirement plan sponsors via an employee-owned advisor model with AUM-based recurring fees.
- Ownership category
- akta.pro rank
CLARITY WEALTH industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Tax-Aware Investment Planning (FSAEAAAE)
- akta.pro secondary industries
- Execution-Only / Self-Directed Investing Platforms (FSAAAAAI), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Estate Planning, Trust Structuring & Governance (FSAAADAF)
Keywords
Where CLARITY WEALTH is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CLARITY WEALTH business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Wealth Management Services: Fee-based wealth management services likely structured around assets under management (AUM) for comprehensive financial planning and investment management services
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
CLARITY WEALTH product offering
Product offeringCore offering
CLARITY WEALTH is an employee-owned wealth management firm that delivers comprehensive financial planning and investment advisory services to individuals, families, businesses, and institutions across the United States. The firm applies an evidence-based investment philosophy rooted in academic research and offers twelve interconnected service areas including vision-based planning, retirement planning, tax planning, legacy planning, education planning, philanthropy, and business planning.
Product overview
Apella Wealth (also operating as Apella Capital) is an employee-owned wealth management firm offering a unified suite of financial planning and investment advisory services. The firm provides evidence-based investing and comprehensive financial planning across twelve interconnected service areas: vision and planning, business services, legacy planning, education planning, retirement planning, financial planning, philanthropy, family and lifestyle, health and healthcare, tax planning, risk protection, and career planning. These services are delivered through a network of financial advisors and are tailored to serve individuals and families at various life stages (starting out, focused on future, retired), businesses and institutions, and retirement plans. The company positions itself on independent, evidence-based thinking backed by academic research rather than speculation.
Differentiator
Problem solved
Functional benefit
Products and services
- Vision and Planning Services
- Business Services Addresses business needs including employee benefits, retirement plans, valuation, and selling a business. Designed for business owners and institutional clients needing succession and benefits planning.
- Legacy Planning Helps clients build and secure their legacy through proper estate documents, legal structures, and preparation of heirs for inherited responsibilities and opportunities.
- Education Planning College savings strategies to make higher education more affordable, including planning for rising tuition costs and structuring savings for children and grandchildren.
- Retirement Planning Strategies to ensure a long and secure retirement, addressing the increasing complexity of retirement planning, including income sustainability over 20-30 year retirements.
- Philanthropy Services Giving strategies including donor-advised funds and charitable-remainder trusts to help clients give back to communities in tax-efficient ways.
- Family and Lifestyle Services Support for families including budgeting, cash flow strategies, and health and wealth protection solutions for children and aging parents.
- Health and Healthcare Planning Strategies to address health and healthcare expense concerns, including insurance solutions and careful planning for medical costs.
- Tax Planning Tax planning and tax-efficient strategies integrated into every comprehensive financial plan to minimize tax impact on investment returns.
- Risk Protection Services Protection against unexpected events and life uncertainties through insurance and risk management solutions integrated with the financial plan.
- Career and Employment Planning Guidance on retirement plan choices at work, stock options, deferred compensation, and career transition planning.
Companies that use CLARITY WEALTH
Customer profileSegments6 records
Ideal customer profiles6 records
CLARITY WEALTH technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CLARITY WEALTH partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights4 records
CLARITY WEALTH competitors and assessment
Company assessmentDirect peers
- Facet Wealth: Fee-only digital RIA delivering comprehensive financial planning via virtual CFP-led engagements, targeting mass-affluent households — directly comparable in service breadth and fee transparency.
- Fisher Investments: Large private RIA providing discretionary portfolio management and retirement planning to high-net-worth and mass-affluent individuals; directly comparable investment-advisory offering.
- Carson Group: Partner-owned advisor platform providing wealth management, business consulting, and coaching to independent advisors; comparable mission of supporting advisor-led comprehensive planning at scale.
- Edelman Financial Engines: Large independent RIA combining financial planning, investment management, and retirement plan services for individuals and institutions; competes directly for the same comprehensive-planning client.
- Creative Planning: Large, employee-owned independent RIA offering comprehensive wealth management, tax, estate, and retirement planning to individuals and families — the closest structural and service-set analog to Clarity Wealth/Apella.
Broad incumbents
- Schwab Wealth Advisory: Charles Schwab's in-house advisory service offering planning and investment management to retail and mass-affluent clients; a broad incumbent with overlapping service categories at lower price points.
- Cetera Financial Group: Large IBD supporting independent advisors with wealth management, planning, and back-office infrastructure; a broad incumbent in the same advisor-led wealth management category.
- Vanguard Personal Advisor Services: Low-cost hybrid advisory service combining automated portfolios with human CFP advice; competes on price and evidence-based investing, the same differentiator Clarity Wealth/Apella emphasizes.
Emerging players
- Personal Capital / Empower Personal Dashboard: Hybrid digital wealth manager combining free tracking tools with human advisor services for mass-affluent clients; competes for the same evidence-based, fee-transparent mass-affluent segment with a more tech-enabled model.
- Betterment: Leading robo-advisor offering goal-based planning and automated portfolios; an emerging digital-first competitor that pressures fee levels for standardized planning segments.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
CLARITY WEALTH social profiles
Digital presenceCLARITY WEALTH financial estimates
Financial estimateRevenue estimate
Valuation estimate
CLARITY WEALTH leadership team
Management profileNumber of profiles
CLARITY WEALTH funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CLARITY WEALTH M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CLARITY WEALTH
What does CLARITY WEALTH do?
CLARITY WEALTH is an employee-owned wealth management firm that delivers comprehensive financial planning and investment advisory services to individuals, families, businesses, and institutions across the United States. The firm applies an evidence-based investment philosophy rooted in academic research and offers twelve interconnected service areas including vision-based planning, retirement planning, tax planning, legacy planning, education planning, philanthropy, and business planning.
Is CLARITY WEALTH a public or private company?
CLARITY WEALTH is a private company. It is classified as management employee owned and is currently operating.
When was CLARITY WEALTH founded?
CLARITY WEALTH was founded in -1. It employs 1 to 10 people.
Where is CLARITY WEALTH based?
CLARITY WEALTH is headquartered in Irvine, United States, in the North America region.
How does CLARITY WEALTH make money?
One revenue line is on record: wealth Management Services.
Who are CLARITY WEALTH's main competitors?
Direct peers on record are Facet Wealth, Fisher Investments, Carson Group, Edelman Financial Engines and Creative Planning. Broad incumbents are Schwab Wealth Advisory, Cetera Financial Group and Vanguard Personal Advisor Services. Emerging players are Personal Capital / Empower Personal Dashboard and Betterment.
Does CLARITY WEALTH have an API?
No public API is recorded for CLARITY WEALTH.
What industry is CLARITY WEALTH in?
CLARITY WEALTH's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAE, Tax-Aware Investment Planning, with a secondary code of FSAAAAAI, Execution-Only / Self-Directed Investing Platforms. Its NAICS code is 523940 and its SIC code is 6282.