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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Fidelius
Fidelius has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Soderberg and Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| 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 |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Fidelius
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| 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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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Fidelius
Frequently Asked Questions about Fidelius
When was Fidelius founded?
Fidelius was founded in 1998 and raised its 1st funding round 26 years after it was founded.
Where is Fidelius located?
Fidelius is headquartered in Bath, United Kingdom. It is registered at Bath, Somerset, United Kingdom.
Who is the current CEO of Fidelius?
Jim Grant is the current CEO of Fidelius.
What is the annual revenue of Fidelius?
Annual revenue of Fidelius is $9.3M as on Mar 31, 2016.
What does Fidelius do?
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.
Who are the top competitors of Fidelius?
Fidelius's top competitors include Stonehage Fleming Family & Partners, Foster Denovo and Manchester Capital Management.
What products or services does Fidelius offer?
Fidelius offers Financial Planning Service, Business Services, and Advisory Partnerships.
How many acquisitions has Fidelius made?
Fidelius has made 1 acquisition, including Robson Taylor IFA.
Who are Fidelius's investors?
Fidelius has 1 investor. Key investors include Soderberg and Partners.
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