About Fidelius
Fidelius is a Financial Services company based in Bath (United Kingdom) founded in 1998. Provider of wealth management services. Fidelius has completed 1 acquisition, including Robson Taylor IFA. Its chief executive, as recorded, is Jim Grant. Fidelius offers products and services including Financial Planning Service, Business Services, and Advisory Partnerships. Its focus areas include Asset Management, Wealth Management and Multi Family Offices. Its legal entity is FIDELIUS LTD. Its competitors include Foster Denovo, Manchester Capital Management and Aspire Family Office; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Bath, United Kingdom
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website fidelius.co.uk
- Social LinkedIn X Facebook
- Legal Name Fidelius Ltd
- Date of Incorporation 29 Oct, 1998
- Jurisdiction BATH, UNITED KINGDOM
- Annual Revenue$9.3 M (USD)24as on Mar 31, 2016
- Net Profit$408.95 K (USD)396as on Mar 31, 2016
- Investors
- Investments & Acquisitions
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 Rounds 1
- Investors Count 1
All 1 funding rounds of Fidelius with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2024 | Unspecified | – | Soderberg and Partners | – |
1 investors in total: 1 institutional.
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 |
|---|---|---|---|---|
Diversified investment management services are provided by the firm. | 2004 | soderbergpartners.se | Stockholm, Sweden |
Investor details for Fidelius
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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- Round participation
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People of Fidelius
1 people are tracked at Fidelius (1 in leadership).
| Name | Role | Group |
|---|---|---|
Jim Grant | CEO | Leadership |
Complete people profiles for Fidelius
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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 | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment and wealth management services are offered to clients. | robsontaylorifa.co.uk | Bath, United Kingdom | 1995 | Apr 2021 | •••• |
Complete acquisition details for Fidelius
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Timeline of Fidelius
3 dated milestones of Fidelius across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Fidelius is founded.
- Acquisition Acquires Robson Taylor IFA.
- Funding First funding round.
Competitors of Fidelius
Fidelius has 3 listed competitors in our database, 1 of them funded. They include Foster Denovo, Manchester Capital Management and Aspire Family Office.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fosterdenovo.com | 2005 | London, United Kingdom | $131.13M | Financial planning and advisory services are provided to clients. | ||
| mcmllc.com | 1992 | Manchester, United Kingdom | 34 | Multi-family office services are provided for wealth management. | ||
| aspirefamilyoffice.com | 1977 | London, United Kingdom | Provides wealth management, off-market investments, and financial planning for high-net-worth clients. |
Detailed competitors of Fidelius
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- Full competitor set
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Web traffic of Fidelius
The website of Fidelius (fidelius.co.uk) receives about 3.2K visits a month.
- Monthly visits3.2K
▼ 21.2% vs previous month
Websites whose visitors overlap most with Fidelius. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| beckettinvest.com | 100% | View details | |||
| societyoflaterlifeadvisers.co.uk | 98% | #3,116,927 | View details | ||
| beckettsfs.co.uk | 94% | #3,995,143 | View details | ||
gsquare.co.uk | gsquare.co.uk | 89% | #6,602,129 | – | |
financialadviserserviceawards.com | financialadviserserviceawards.com | 86% | – |
Top companies in Asset Management
3 companies that operate in the same segment as Fidelius (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Fidelius
Complete news archive for Fidelius
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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 CEO of Fidelius, as recorded in our data.
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 Foster Denovo, Manchester Capital Management and Aspire Family Office.
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.
Fidelius operates through Fidelius Ltd.