About Fidelius
Fidelius is a company based in Bath (United Kingdom) founded in 1998. Fidelius has completed 1 acquisition, including Robson Taylor IFA. Fidelius offers products and services including Financial Planning Service, Business Services, and Advisory Partnerships. Fidelius operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Foster Denovo, Manchester Capital Management, Aspire Family Office and AGL Wealth Management, among others.
- Headquarter Bath, United Kingdom
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
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Social
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- Legal Name Fidelius Ltd
- Date of Incorporation 29 Oct, 1998
- Jurisdiction BATH, UNITED KINGDOM
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Annual Revenue
$9.3 M (USD)24as on Mar 31, 2016
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Net Profit
$408.95 K (USD)396as on Mar 31, 2016
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of Fidelius
Fidelius offers a comprehensive portfolio of products and services, including Financial Planning Service, Business Services, and Advisory Partnerships.
Provides tailored advice for personal financial goals and strategies.
Offers comprehensive support for business financial needs and coverage.
Facilitates collaborative financial planning for advisers and professionals.
Funding Insights of Fidelius
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2024 | Amount | Unspecified - Fidelius | Valuation | Soderberg and Partners |
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Investors in Fidelius
Fidelius has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Soderberg and Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Diversified investment management services are provided by the firm.
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Founded Year | Domain | Location |
Investments & Acquisitions by Fidelius
Fidelius has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Robson Taylor IFA.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Investment and wealth management services are offered to clients.
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1995 |
Financial Statements - Fidelius
Fidelius Comparisons
Competitors of Fidelius
Fidelius operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Stonehage Fleming Family & Partners, Foster Denovo, Manchester Capital Management, Aspire Family Office and AGL Wealth Management, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Financial planning and advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Multi-family office services are provided for wealth management.
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| domain | founded_year | HQ Location |
Provides wealth management, off-market investments, and financial planning for high-net-worth clients.
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| domain | founded_year | HQ Location |
Wealth management and financial advisory services are provided to clients.
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Frequently Asked Questions about Fidelius
Fidelius was founded in 1998 and raised its 1st funding round 26 years after it was founded.
Fidelius is headquartered in Bath, United Kingdom. It is registered at Bath, Somerset, United Kingdom.
Jim Grant is the current CEO of Fidelius.
Annual revenue of Fidelius is $9.3M as on Mar 31, 2016.
Fidelius was established in 1998 in Bath, United Kingdom, focusing on the financial services sector. Wealth management solutions are delivered by the company, including investment advice and portfolio management for individual and institutional clients. Operations are centered in the UK, with services tailored to regulatory standards in the region. Leadership is provided by CEO Jim Grant, overseeing strategic growth in asset preservation and financial planning.
Fidelius's top competitors include Stonehage Fleming Family & Partners, Foster Denovo and Manchester Capital Management.
Fidelius offers Financial Planning Service, Business Services, and Advisory Partnerships.
Fidelius has made 1 acquisition, including Robson Taylor IFA.
Fidelius has 1 investor. Key investors include Soderberg and Partners.