About Fortis Capital Advisors
Fortis Capital Advisors is a Financial Services company founded in 2020. It offers tailored investment advice and financial guidance to individuals and businesses. It operates on a B2B and B2C model. Fortis Capital Advisors has completed 3 acquisitions, including ClearPath Financial, Leonard Management Group and Next Horizon Advisors. Its website fortiscapitaladvisors.com draws about 681 thousand monthly visits. Fortis Capital Advisors offers products and services including Wealth Management Services and Financial Planning Services. Its focus areas include Finance, Wealth Management, Advisory Services and Investment Advice. Its legal entity is Fortis Capital Advisors, LLC.
Company details
Fortis Capital Advisors is a wealth management firm delivering innovative, transparent financial services to individuals, families, and businesses across the United States. They provide bespoke investment strategies and high-touch advisory support, focusing on personalized planning and fiduciary care. With offices in multiple locations, they help clients navigate financial complexities through dedicated expertise and tailored solutions.
- SectorsFinancial Services
- Email••••••••
- Website fortiscapitaladvisors.com
- Legal Name Fortis Capital Advisors, Llc
- Investments & AcquisitionsClearPath Financial
& 2 more
Products & Services of Fortis Capital Advisors
Fortis Capital Advisors offers a comprehensive portfolio of products and services, including Wealth Management Services and Financial Planning Services.
Provides tailored investment strategies and guidance for clients
Offers comprehensive planning for individuals and business finances
People of Fortis Capital Advisors
1 people are tracked at Fortis Capital Advisors (1 in leadership).
| Name | Role | Group |
|---|---|---|
Rob Hagg | CEO | Leadership |
Complete people profiles for Fortis Capital Advisors
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Investments & Acquisitions by Fortis Capital Advisors
Fortis Capital Advisors has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include ClearPath Financial, Leonard Management Group and Next Horizon Advisors.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management solutions are provided through a financial planning platform. | cpathfinancial.com | Barrington, United States | 2017 | Apr 2024 | •••• | |
Provider of investment management services | leonardmanagementgroup.tcc.mode | Avon, United States | 1980 | Apr 2022 | •••• | |
Diversified asset management services are provided across various portfolios. | nexthorizonadvisors.com | Princeton, United States | 2014 | Apr 2022 | •••• |
Complete acquisition details for Fortis Capital Advisors
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Timeline of Fortis Capital Advisors
4 dated milestones of Fortis Capital Advisors across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Fortis Capital Advisors is founded.
- Acquisition Acquires Next Horizon Advisors.
- Acquisition Acquires Leonard Management Group.
- Acquisition Acquires ClearPath Financial.
Web traffic of Fortis Capital Advisors
The website of Fortis Capital Advisors (fortiscapitaladvisors.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Fortis Capital Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Fortis Capital Advisors
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- Audience overlap
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Verified entity values are shown only after access is granted.
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Related news about Fortis Capital Advisors
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Frequently Asked Questions about Fortis Capital Advisors
Fortis Capital Advisors was founded in 2020.
Fortis Capital Advisors is a wealth management firm delivering innovative, transparent financial services to individuals, families, and businesses across the United States. They provide bespoke investment strategies and high-touch advisory support, focusing on personalized planning and fiduciary care. With offices in multiple locations, they help clients navigate financial complexities through dedicated expertise and tailored solutions.
Fortis Capital Advisors offers Wealth Management Services and Financial Planning Services.
Fortis Capital Advisors has made 3 acquisitions, including ClearPath Financial, Leonard Management Group, and Next Horizon Advisors.
Fortis Capital Advisors operates through Fortis Capital Advisors, Llc.
The website of Fortis Capital Advisors receives about 681 thousand visits a month.