Company profile
Fidelis Capital
Fidelis Capital Partners is a new private banking experience designed by world-class wealth managers.
- Industry
- Financial Services
- Employees
- 20
- Headquarters
- Tampa, FL
- LinkedIn followers
- 1,223
- Office locations
- 6
Fidelis Capital company summary
Fidelis Capital is a company in the Financial Services industry, headquartered in Tampa, FL. On LinkedIn the company has around 20 employees and 1,223 followers. The company lists 6 office locations. Its listed specialties include Wealth Management.
What technology does Fidelis Capital use?
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About Fidelis Capital
Fidelis Capital Partners is an advisor-owned wealth management firm dedicated to simplifying the complex investment and planning needs of ultra-high-net-worth individuals, families, and institutions. With more than 450 years of combined experience serving this clientele, Fidelis Capital delivers a customized, 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 financial affairs, our team helps clients enjoy more of what money can’t buy – time. Keep up with us on Substack: https://fideliscapitalpartners.substack.com/ 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: https://adviserinfo.sec.gov/
Specialties
Where is Fidelis Capital located?
Fidelis Capital lists 6 office locations.
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Frequently asked questions about Fidelis Capital
What does Fidelis Capital do?
Fidelis Capital Partners is an advisor-owned wealth management firm dedicated to simplifying the complex investment and planning needs of ultra-high-net-worth individuals, families, and institutions. With more than 450 years of combined experience serving this clientele, Fidelis Capital delivers a customized, 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 financial affairs, our team helps clients enjoy more of what money can’t buy – time. Keep up with us on Substack: https://fideliscapitalpartners.substack.com/ 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: https://adviserinfo.sec.gov/
How many employees does Fidelis Capital have?
Fidelis Capital has around 20 employees on LinkedIn.
Where is Fidelis Capital headquartered?
Fidelis Capital is headquartered in Tampa, FL.
Where does Fidelis Capital have offices?
Fidelis Capital lists 6 office locations, including Tampa, FL, US; Bethesda, MD, US; Charlotte, NC, US; Dallas, TX, US; Greenwich, Connecticut, US.
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