Fidelis Capital

What Fidelis Capital does

Fidelis Capital is a privately held investment firm headquartered in Birmingham, Alabama, founded in 2001. The firm positions itself as a provider of growth financing and strategic support to emerging companies, while also serving multi-generational families, entrepreneurs, and institutional investors with private-market investment access and wealth-management advisory.

The firm's stated value proposition centers on helping clients navigate multi-generational wealth-transfer challenges and access private-market opportunities with greater transparency. Its publicly available digital footprint is minimal — the website (fideliscapital.net) is a login-gated client portal with only a privacy policy and standard terms-and-conditions page publicly accessible, and there is no public product catalog, pricing, or marketing collateral. The website is built on standard WordPress with Caldera Forms, with no proprietary technology, AI capabilities, or API surface disclosed.

In terms of business model, Fidelis Capital appears to operate as a relationship-driven advisory and investment firm, generating revenue through fees on advised assets and private-market investments (the standard wealth-management revenue model). There is no disclosed AUM, fee schedule, or pricing model in the available sources. The firm's most material strategic action is a partnership with Opto Investments (announced 2026-01-15) to extend due diligence, deal sourcing, and cross-asset transparency for private-market offerings. No management team, ownership structure, funding history, or regulatory registrations are disclosed in available materials — these constitute material data gaps.

Name

Fidelis Capital

Legal name

Fidelis Capital

Website

https://fideliscapital.net

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Fidelis Capital is a privately held, Birmingham, Alabama-based investment firm founded in 2001 that provides private-market investment access and wealth-management advisory to multi-generational families, entrepreneurs, and institutional clients.

Ownership category

akta.pro rank

Product category

Wealth Management and Private Market Investments

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Sector / Generalist Growth Equity (FSANACAO)

Keywords

• Private market investments
• Wealth management advisory
• Multi-generational wealth
• Growth financing
• Investment advisory services

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Core offering

Fidelis Capital delivers growth financing and strategic support to emerging companies and provides private market investment access and multi-generational wealth management services to families, entrepreneurs, and institutional clients. Through its partnership with Opto Investments, the firm offers due diligence, deal sourcing, and transparency capabilities across asset classes for clients seeking exposure to private market opportunities.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Market Investment Access (via Opto Investments partnership) Provides clients (families, entrepreneurs, and institutional investors) access to private market investment opportunities supported by Opto Investments' due diligence, deal sourcing, and transparency infrastructure.
• Multi-Generational Wealth Management Investment management and advisory services tailored for families managing wealth across multiple generations, addressing investment structuring, communication practices, and evolving risk tolerance and liquidity needs.
• Growth Financing and Strategic Support Growth capital and strategic advisory support provided to emerging companies.

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Opto InvestmentscoreStrategic or Co-development Partner · 15 January 2026Fidelis Capital has partnered with Opto Investments to expand its private market offerings for clients. The partnership aims to enhance due diligence, deal sourcing, and transparency across asset classes. This strategic alliance targets multi-generational families, entrepreneurs, and institutions seeking private market investment opportunities.

Recent moves1 record

Expansion highlights2 records

Direct peers

• Aspiriant: Independent, employee-owned RIA serving HNW families and individuals with fee-only wealth management. Comparable boutique scale and family-focused orientation to Fidelis Capital.
• Yieldstreet: Private-markets platform providing individual and accredited investors access to private credit, real estate, and other alternatives. Comparable in offering HNW and family-office clients diversified private-market exposure through a single relationship.
• iCapital Network: Leading private-markets platform serving wealth advisors, family offices, and HNW investors with access to alternative investments. Closely comparable in providing technology-enabled private-market distribution to the same client segments Fidelis targets.
• Cresset Capital: Boutique multi-family office serving ultra-HNW families and entrepreneurs with integrated wealth advisory and direct private investment offerings. Highly comparable in scale, family-office orientation, and multi-generational focus.
• CAIS: Alternative investment platform offering structured access to hedge funds, private equity, and private credit for independent advisors and family offices. Operates in the same 'advisor enablement for alternatives' category with comparable client base.

Emerging players

• Opto Investments: Private-markets technology platform that provides advisors and family offices with curated deal access, due-diligence tools, and reporting. Directly relevant as Fidelis Capital's strategic distribution partner for its private-market offering.

Broad incumbents

• Mercer Advisors: National RIA specializing in serving HNW families with multi-generational planning and alternatives exposure. Comparable in target clientele and family-office service orientation.
• Focus Financial Partners: Partnership model for independent RIAs serving HNW families and entrepreneurs, providing scale and infrastructure. Comparable in targeting the same entrepreneurial/family-office client base that Fidelis serves.
• Hightower Advisors: Large, established wealth management firm serving HNW families, entrepreneurs, and institutions. Comparable target client base to Fidelis, with broader service offerings and significantly greater scale.
• Creative Planning: National RIA providing comprehensive wealth management, including alternatives access, to HNW families and institutions. Comparable in serving multi-generational wealth management needs but with vastly greater scale and breadth.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments10 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fidelis Capital