Fidelis Capital Partners: Funding, Investors & Team (Sep 2026)
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 has raised $11.6M across 1 funding round on record, the most recent an undisclosed round of $11.6M announced in Dec 2024.
That round is below the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Fidelis Capital Partners Company Profile and Key Stats
Latest funding round on record: Dec 2024.
Fidelis Capital Partners Funding Rounds
Fidelis Capital Partners Founders and Leadership Team
Contact details for the Fidelis Capital Partners team: 1 of 1 has an email address on file.
Start 14-day free trial →Fidelis Capital Partners Funding Compared to Other Financial Services Startups
Fidelis Capital Partners' latest round of $11.6M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Fidelis Capital Partners Funding FAQs
What does Fidelis Capital Partners do?
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.
How much funding has Fidelis Capital Partners raised?
Fidelis Capital Partners has raised $11.6M across 1 round on record. The most recent is an undisclosed round of $11.6M announced in Dec 2024.
When did Fidelis Capital Partners last raise funding?
Fidelis Capital Partners' most recent funding round on record is an undisclosed round of $11.6M, announced in Dec 2024.
Who founded Fidelis Capital Partners?
FundedIQ lists Rick Simonetti (Founder) at Fidelis Capital Partners.
Where is Fidelis Capital Partners headquartered?
Fidelis Capital Partners is based in Tampa, Florida, United States.
How many employees does Fidelis Capital Partners have?
Fidelis Capital Partners is in the 11-50 employee band.
How does Fidelis Capital Partners' funding compare to other Financial Services startups?
Fidelis Capital Partners' latest round of $11.6M is below the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.
About FundedIQ's Fidelis Capital Partners Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Fidelis Capital Partners is left off this page rather than filled in.
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