Key facts
- It has raised $21.6M; the latest was Early Stage VC ($11.6M) in Dec 2024.
- Notable investors include Tepass Capital.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Fidelis Capital
- ·The full record, as it builds
Funding rounds
No funding rounds for Fidelis Capital are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Fidelis Capital
Operator of an advisor-owned wealth management platform intended to manage the financial complexity of clients. The company simplifies financial affairs to help people easily make smart decisions that impact their lives, their organizations, their families, and their legacies, enabling clients to face challenges during the management of significant wealth.
- Sector
- Financial Services
- HQ
- Dallas, TX, United States
- Founded
- 2022
- Employees
- 19
- Website
- fideliscapital.com/
- Ownership
- Privately Held (backing)
Fidelis Capital doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Fidelis Capital shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Fidelis Capital in its N-PORT filings yet. We sweep new filings monthly.