FIDELIS CAPITAL
Fidelis Capital is a private equity firm that provides growth financing and strategic support to emerging companies. It seeks to make majority and minority control investments in companies from the SouthWest region of the United States.
FIDELIS CAPITAL
Industry:
Finance Financial Services Impact Investing
Founded:
2001-01-01
Status:
Active
Contact:
(205) 588-6022
Email Addresses:
[email protected]
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Investments List
Date | Company | Article | Money raised |
---|---|---|---|
2018-04-03 | Matcha | Fidelis Capital investment in Series A - Matcha | 6.5 M USD |
2017-10-31 | Global Safety Management | Fidelis Capital investment in Series A - Global Safety Management | 1000 K USD |
2017-02-18 | Predikto | Fidelis Capital investment in Series A - Predikto | 4 M USD |
2017-01-12 | Global Safety Management | Fidelis Capital investment in Series A - Global Safety Management | 2 M USD |
2016-09-26 | MemberSuite | Fidelis Capital investment in Series B - MemberSuite | 11 M USD |
2016-07-28 | Second Nature | Fidelis Capital investment in Series A - Second Nature | 4.21 M USD |
2015-03-30 | MemberSuite | Fidelis Capital investment in Series A - MemberSuite | 4.4 M USD |
2014-03-31 | T1 Visions | Fidelis Capital investment in Series B - T1 Visions | 3.8 M USD |
2013-03-08 | EnteGreat | Fidelis Capital investment in Venture Round - EnteGreat | N/A |
More informations about "Fidelis Capital"
Fidelis Capital Partners - Crunchbase Company Profile & Funding
Fidelis Capital develops personalized plans to optimize and maintain each area of a client's financial life, addressing gaps and updating plans as needed. Tax Management and Advisory โฆSee details»
Fidelis Capital | Our Story
Fidelis Capital is an advisor-owned wealth management firm, dedicated to helping very successful people gain more time in their lives to enjoy whatโs most important to them.. We do this by โฆSee details»
Fidelis Capital | Our Team
In building Fidelis Capital, our goal has been to bring the promise of a true private banking experience back to these clients who so deserve the best. That requires top professionals, โฆSee details»
Fidelis Capital Launched by Private Banking Executives โฆ
Aug 15, 2022 The advisor team in Fidelis Capital's Tampa office is led by Matthew Michaels, CFA, CFP ®, a 25-year financial services professional and one of the top ranked portfolio managers at Wells Fargo ...See details»
Fidelis Capital Launched by Private Banking Executives Formerly โฆ
Aug 15, 2022 (PRNewswire) - Top private bankers from Wells Fargo and Bank of America today announced that they have joined forces to launch Fidelis Capital, an advisor-owned wealth โฆSee details»
Fidelis Capital Review 2024 - investor.com
Oct 16, 2024 A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do โฆSee details»
Fidelis Capital Launched by Private Banking Executives formerly โฆ
Aug 15, 2022 The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved pri...See details»
Former Wells Fargo, BoA private bankers launch Fidelis โฆ
Aug 16, 2022 A group of former Wells Fargo and Bank of America private banking execs have launched a new wealth management firm in the US, Fidelis Capital. Fidelis Capital launches in the US The new advisor-owned firm is set โฆSee details»
Fidelis Capital Fund | Investor/Banker that funds small public โฆ
Fidelis Capital is an Investor / banker in small micro cap public companies that help create full value for the new emerging company and a huge upside opportunity. Home; ... We help โฆSee details»
Fidelis Capital Company Profile 2024: Valuation, Funding
Fidelis Capital General Information Description. Operator of an advisor-owned wealth management platform intended to manage the financial complexity of clients. The company โฆSee details»
Two Teams From Rival Private Banks Overseeing $6B Launch RIA
Aug 12, 2022 Two teams of advisors from Wells Fargo Private Bank and Bank of America Private Bank have come together to create a new registered investment advisory firm, Fidelis โฆSee details»
$4.5B Bank of America Private Bank Team Joins Fidelis Capital
Sep 5, 2023 Fidelis Capital, a Tampa-based registered investment advisory firm launched last summer with around $600 million in regulatory assets as of this June, announced Monday that โฆSee details»
Private Banking Executives from Wells Fargo and Bank of America โฆ
Aug 16, 2022 The advisor team in Fidelis Capitalโs Tampa office is led by Matthew Michaels, CFA, CFP, a 25-year financial services professional and one of the top-ranked portfolio โฆSee details»
Family Offices and Enterprises - Fidelis Capital
As part of Fidelis Capital's comprehensive wealth management services, we offer customized financial management services for family offices and enterprises. ... to preparing members of โฆSee details»
HUB Capital Inc. - Canadian Investment Regulatory Organization
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Fidelis Property Group
Welcome To Fidelis Property Group Founded in 2013, we are a team of real estate professionals who have dedicated our careers to provide a world-class home buying and selling experience. โฆSee details»
Tax Prep | Payroll | Annapolis | Fidelis Tax & Accounting
Fidelis Tax and Accounting works with individuals and businesses across the country. We provide consultative and tax preparation services, in addition to accounting and payroll services which โฆSee details»
Wealth Advisory Services for Nonprofits | Fidelis Capital
Learn more about Fidelis Capital's wealth management services for institutional and non-Profit investors. ... Understanding the timing and magnitude of any inflows and outflows needed to โฆSee details»
Massey Capital โ Equity investment in Canadian companies with โฆ
Eric Strychaluk is a Partner at Massey Capital where he leads manufacturing operations across the entire portfolio of companies. Strychaluk is a manufacturing veteran with a +35 year โฆSee details»