Fidelis Capital Partners Revenue and Competitors

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. 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.