Fidelius - Crunchbase Company Profile & Funding

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Overview

Fidelius

Growth Score

52

Heat Score

46

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

See more interactive data and historical milestones on desktop for the best experience

About Fidelius

CB Rank

955596

Fidelius is a financial services company that provides wealth management, investments, and employee benefits.

Founded

obfuscation

Private

Bath, Bath and North East Somerset, United Kingdom

www.fidelius.co.uk

Angel Investment

Employee Benefits

Financial Services

Wealth Management

Key People

Jim Grant: CEO

Details

Legal Name

Fidelius Ltd

Operating Status

Active

Company Type

For Profit

Phone Number

0345-241-6500

Contact Email

advice@fidelius.co.uk

Predictions & Insights

Growth Insight

See this Growth Insight

Fidelius is

Lorem

to be growing

Top Contributing Factors

Merger or Acquisition

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management

A service providing personalised financial planning and investment management to help individuals achieve their financial goals.

Employee Benefits

Consultancy and management of employee benefits packages to support businesses in attracting and retaining staff.

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Financials

Investments

Investment Breakdown

Number of Acquisitions

Investment Breakdown

Number of Acquisitions

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

Jim Grant CEO

News

News and Press

News•

Jun 9, 2025

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News•

Apr 13, 2021

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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

4,817

573.71%

in past month

IT Spend

$1.7M

This year,

is projected to spend

on IT, according to Aberdeen.

Actively Used Products

9

uses

9

technology products and services including

,

Google Tag Manager

, and

, according to G2 Stack.

Active Website Tech Count

9

is actively using

9

technologies for its website, according to BuiltWith. These include

,

, and

.

Lists Featuring This Company

Lists Featuring This Company

Wealth Management Companies With More Than $10M in Revenue

1,705 Number of Organizations • $213.1B Total Funding Amount • 1,342 Number of Investors

Employee Benefits Companies With More Than 50 Employees

1,429 Number of Organizations • $41.9B Total Funding Amount • 2,043 Number of Investors

Employee Benefits Companies With More Than $10M in Revenue

886 Number of Organizations • $34.7B Total Funding Amount • 1,409 Number of Investors

Europe, Middle East, and Africa (EMEA) Wealth Management Companies

5,787 Number of Organizations • $72.9B Total Funding Amount • 898 Number of Investors

Sub-Organizations

Sub-Organizations

Number of Sub-Orgs

Which industries do these Sub-Organization operate in?

Timothy James & Partners

Subsidiary

Frequently Asked Questions

Where is

's headquarters?

is located in

Bath, Bath and North East Somerset, United Kingdom

.

Who are

's competitors? Alternatives and possible competitors to

may include

Canaccord Genuity Group

,

M&G Investments

, and

Evelyn Partners

.