Fidelis Capital
Overview
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 .
Portfolio Companies
2
Website
fideliscapital.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Second Nature | Aug 2016 | Series A | Lead |
| T1V, Inc. | Apr 2014 | Series B | Lead |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Fidelis Capital based?
Fidelis Capital is headquartered in Tampa, Florida, United States.
When was Fidelis Capital founded?
Founding year information for Fidelis Capital is not publicly available.
How many portfolio companies does Fidelis Capital have?
Fidelis Capital has 2 portfolio companies in Caplight's dataset.
What are some companies in Fidelis Capital's portfolio?
Portfolio companies visible on Caplight include Second Nature, T1V, Inc..
What was Fidelis Capital's most recent investment shown here?
Fidelis Capital's most recent investment in this portfolio sample was in Second Nature in 2016.
What sectors does Fidelis Capital focus on?
Fidelis Capital focuses on Consumer & Commerce, Enterprise Software, AI, Data & Cloud Infrastructure.
What company stages does Fidelis Capital focus on?
Fidelis Capital typically invests at the Early stage.
What is Fidelis Capital's AUM?
Fidelis Capital's assets under management are estimated between $500.0M and $1.0B.