Fidelis Capital Revenue
Financial Services • 
4221 W Boy Scout Boulevard, Suite 730, United States • 11-20 Employees
Fidelis Capital revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,300,000 |
| Total funding | $21,600,000 |
Key Contact at Fidelis Capital
Matthew Ellis
Founding Partner, President
Company overview
| Headquarters | 4221 W Boy Scout Boulevard, Suite 730, Tampa, FL 33607, US |
| Phone number | +18139346246 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management |
| Employees | 11-20 |
| Socials |
Fidelis Capital Email Formats
Fidelis Capital uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@fideliscapital.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@fideliscapital.com | 75% |
{first name}.{last name} | john.doe@fideliscapital.com | 18.8% |
{first initial}{last name} | jdoe@fideliscapital.com | 6.2% |
About Fidelis Capital
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 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. 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/
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Fidelis Capital has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Explore Fidelis Capital's funding history, including investment rounds, total capital raised, and key backers.
Fidelis Capital Tech Stack
Discover the technologies and tools that power Fidelis Capital's digital infrastructure, from frameworks to analytics platforms.
CDN
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Miscellaneous
Security
JavaScript frameworks
Hong Kong
United Arab Emirates
Japan
Frequently asked questions
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