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Aim Fidelis Logo
Aim Fidelis CB Rank
1542040
Heat Score
55
Aim Fidelis is a financial advisory firm that offers estate strategies, portfolio analysis, lending, cash, and wealth management services.
Founded
obfuscation
Private New York, New York, United States www.aimfidelis.com/
Advice
Asset Management
Financial Services
Professional Services
Wealth Management
Overview

Aim Fidelis
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Aim Fidelis

CB Rank
1542040
Aim Fidelis is a financial advisory firm that offers estate strategies, portfolio analysis, lending, cash, and wealth management services.
Founded
obfuscation
Private New York, New York, United States www.aimfidelis.com/
Advice
Asset Management
Financial Services
Professional Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Michael Dejana
Phone Number +1 646-559-7102
Contact Email info@aimfidelis.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Services
Services to help individuals, families, and businesses build, preserve, and manage wealth through comprehensive financial strategies.
Financial Strategies
Creation and adaptation of financial roadmaps to help clients achieve goals and protect wealth over time.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Employee Profiles 2 Contacts 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$285.4KThis year, Aim Fidelis is projected to spend $285.4K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
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Active Website Tech Count

18Aim Fidelis is actively using 18 technologies for its website, according to BuiltWith. These include HSTS, Euro, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is Aim Fidelis's headquarters? Aim Fidelis is located in New York, New York, United States.Who are Aim Fidelis's competitors? Alternatives and possible competitors to Aim Fidelis may include Morgan Stanley, Wealth Enhancement Group, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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