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Fidelis Capital Partners logo — Fidelis Capital is a new private banking experience designed...

Fidelis Capital Partners

Fidelis Capital is a new private banking experience designed by world-class wealth managers.

Founded 2022 United States Tampa, United States 19 employees Series Unknown Finance, Financial Services +2

General Information

Company Name Fidelis Capital Partners
Founded Year 2022
Location United States Tampa, United States +6
Employees 19
Industries Finance, Financial Services, Fintech +1
Funding Stage Series Unknown
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About Fidelis Capital Partners

Fidelis Capital is an advisor-owned wealth management firm dedicated to addressing the complex investment and planning needs of ultra-high-net-worth individuals, families, and institutions. With more than 425 years of combined experience serving this clientele, Fidelis Capital delivers a white-glove, team-based approach to wealth management. Founded by former private bankers from Wells Fargo and Bank of America, Fidelis Capital is composed of industry veterans and thought leaders with a shared passion for delivering fully customized investment and planning solutions. As such, Fidelis Capital operates as an outsourced family office, offering a refined suite of services developed to effectively manage the highest level of client financial complexity. By coordinating, clarifying, and simplifying their financial affairs, our team helps clients enjoy more of what money can’t buy – time. Advisory services offered through Fidelis Capital Partners, LLC., an Investment Adviser registered with the U.S. Securities & Exchange Commission. Please refer to our ADV brochure for a complete description of services offered and associated fees.

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Fidelis Capital Partners Alternatives & Competitors

Fidelis Capital Partners vs
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Fidelis Capital Partners vs
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Fidelis Capital Partners vs
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FAQ About Fidelis Capital Partners

Fidelis Capital is a new private banking experience designed by world-class wealth managers.
Fidelis Capital Partners was founded in 2022.
Fidelis Capital Partners is headquartered in Tampa, United States.
Fidelis Capital Partners operates in the following industries: Finance, Financial Services, Fintech, Wealth Management.
Fidelis Capital Partners has approximately 19 employees.
Top alternatives and competitors to Fidelis Capital Partners include Capital Advisors, Ltd., Creand Wealth Management (Beta Capital), Presidio Capital Management, Infinity Wealth Management, Inc., Copperleaf Capital, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Fidelis Capital Partners and Capital Advisors, Ltd. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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