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Fidelis Capital Partners Logo
Fidelis Capital Partners Growth Score
62
CB Rank
49987
Heat Score
55
Fidelis Capital Partners is an advisor-owned wealth management platform that manages clients' financial complexity.
Founded
obfuscation
PrivateFunding Round Tampa, Florida, United States11-50 www.fideliscapital.com/
Advice
Finance
Financial Services
FinTech
Wealth Management
Overview

Fidelis Capital Partners
Total Funding
obfuscation
Growth Score
62
Heat Score
55

Total Funding
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Funding Round raised
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Growth Score62
-7 pts
in past quarter
Heat Score 55
-9 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 Fidelis Capital Partners

CB Rank
49987
Fidelis Capital Partners is an advisor-owned wealth management platform that manages clients' financial complexity.
Founded
obfuscation
PrivateFunding Round Tampa, Florida, United States11-50 www.fideliscapital.com/
Advice
Finance
Financial Services
FinTech
Wealth Management

Funding Rounds

Funding Round
OBF
in
obfuscation
Venture - Series Unknown
OBF
in
obfuscation

Key People

Details

Legal Name Fidelis Capital Partners, LLC
Operating Status Active
Company Type For Profit
Founders  Matthew Ellis, Matt Michaels, Neale Ellis, Paul Ayotte, Rick Simonetti
About the Company
Fidelis Capital Partners is an advisor-owned wealth management platform that manages clients' financial complexity. It helps simplify financial affairs to help people make smart decisions that impact their lives, their organizations, their families, and their legacies.
Phone Number 813.934.6246
Contact Email info@fideliscapital.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Wealth Planning
Customized financial planning service to manage and optimize clients' financial lives based on their unique goals and situations.
Investment Management
Management of client investment portfolios with a focus on in-house asset management and customized fixed income strategies.

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 2
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Lead Investors  
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 5 Board Members and Advisors 1 Contacts 12

Employee Profiles

Board Members and Advisors

News

News and Press

News•Jan 13, 2026
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News•Jul 1, 2025
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News•Jul 1, 2025
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News•May 20, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

136
-98.28%
 in past month

IT Spend

$84.3KThis year, Fidelis Capital Partners is projected to spend $84.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Amazon (AMZN) Logo
Amazon (AMZN)
75
Internet Service Logo
Internet Service
72
Verizon Fios Logo
Verizon Fios
72

Active Website Tech Count

24Fidelis Capital Partners is actively using 24 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Fidelis Capital Partners's headquarters? Fidelis Capital Partners is located in Tampa, Florida, United States.When was the last funding round for Fidelis Capital Partners? Fidelis Capital Partners closed its last funding round on
obfuscation
from a Undisclosed round.Who are Fidelis Capital Partners's competitors? Alternatives and possible competitors to Fidelis Capital Partners may include Cresset, Bessemer Trust, and  Corient.How much funding has Fidelis Capital Partners raised to date? Fidelis Capital Partners has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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