Fidelis Capital Partners

AdviceTampa, FL
Total funding$22M#2 of 3 in Advice
Founded2022
SectorAdvice
HQTampa

About

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.

Fidelis Capital Partners is one of 2 Advice companies we track in Tampa Bay — 2% of the region's 130 startups.

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Details

Region
Tampa Bay
City
Tampa
Founded
2022
Sector
Advice
Founders
Matthew Ellis, Matt Michaels, Neale Ellis, Paul Ayotte, Rick Simonetti

Tampa Bay

Tampa Bay is insurtech, cybersecurity, and defense — anchored by MacDill, a fast-growing St. Pete creative scene, and hands-on hubs like Embarc Collective.

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