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Fidelis Capital Partners

Tampa, FL

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.

fideliscapital.com

Company Details

Founded

2022

Employees

Between 10 - 50 employees

Raised

$21,600,000

Headquarters Location

Tampa, FL

Public

No

Acquired

No

CEO

Richard F Simonetti

Founders

Paul Ayotte
Paul Ayotte
Matt Michaels
Matt Michaels
Matthew Ellis
Matthew Ellis
Rick Simonetti
Rick Simonetti

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Fidelis Capital Partners' Industries