Fidelity Real Estate
Fidelity Real Estate is a boutique residential real estate brokerage based in Norwich, VT, providing buyer, seller, and renter representation across the Upper Valley region of Vermont and New Hampshire. The three-agent firm specializes in condominiums and planned residential communities, operating on a commission-based transaction model.
- Company typePrivate
- Founded1998
- HeadquartersNorwich, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Fidelity Real Estate does
Fidelity Real Estate is a boutique residential real estate brokerage operating in the Upper Valley region spanning Vermont and New Hampshire. Founded in 1989 (per firmographics, though company materials reference approximately 25 years of experience suggesting a ~1998 origin), the firm provides full-service representation for buyers, sellers, and renters, with stated specialization in condominiums and planned residential communities. Its core service mix includes buyer/seller agency, rental property listings, and tenant placement across multiple towns including Hanover NH, Norwich VT, Lyme NH, Hartford VT, and Lebanon NH.
The firm's technology stack is a standard brokerage website (advantagefidelity.com) powered by LinkURealty, offering MLS-integrated property search, an Instant Home Value estimator, a Pre-Qualification calculator supporting multiple loan programs, virtual tour videos hosted on YouTube, and standard contact/lead-capture forms. There is no proprietary technology, mobile application, or AI/ML capability — the platform is a conventional real estate marketing site. Distribution is agent-led through a team of three named professionals (Sadie Simpson as Associate Broker, Rachel Bertrand as Realtor, and Dennis Marquise as Broker), supplemented by social media profiles on Facebook, LinkedIn, and a Zillow agent profile.
The business model is purely transaction-based, generating revenue from real estate sales commissions on buyer and seller representation plus rental listing and tenant placement fees. Listed rental pricing ranges from $1,800 to $2,650 per month for 2BR units in White River Junction VT and West Lebanon NH. The firm is privately held with no disclosed funding, no parent company ownership beyond an association with The Simpson Companies network, and operates from a single office at PO Box 1081, Norwich, VT. Revenue is not publicly disclosed.
Fidelity Real Estate firmographics
Firmographics- Name
- Fidelity Real Estate
- Legal name
- Fidelity Real Estate
- Website
- https://advantagefidelity.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Fidelity Real Estate is a boutique residential real estate brokerage based in Norwich, VT, providing buyer, seller, and renter representation across the Upper Valley region of Vermont and New Hampshire. The three-agent firm specializes in condominiums and planned residential communities, operating on a commission-based transaction model.
- Ownership category
- akta.pro rank
Fidelity Real Estate industry classification
Industry- Product category
- Residential Real Estate Brokerage
- NAICS
- Offices of Real Estate Agents and Brokers (531210)
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Traditional Residential Brokerage (Existing Homes) (BPAJAAAA)
- akta.pro secondary industry
- Residential Investment Property Brokerage (SFR/Small Multifamily) (BPAJAAAE)
Keywords
Where Fidelity Real Estate is headquartered
LocationHeadquarters
- HQ city
- Norwich
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fidelity Real Estate business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Real Estate Sales Commission: Traditional real estate commission-based revenue from representing buyers and sellers in property transactions in the Upper Valley region.
- Rental Listings and Tenant Placement: Revenue generated from rental property listings and tenant placement services, as evidenced by multiple rental listings on their website with monthly rental prices ranging from $1,800 to $2,650.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Monthly | 2BR/1BA Apartment - 104 Barnes Ave., White River Jct., VT |
| Unit Pricing | Monthly | 2BR/1BA Apartment - 79 Seminary Hill, West Lebanon, NH |
| Unit Pricing | Monthly | 2BR/2BA Condo - 1 Sycamore Dr., White River Jct., VT |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Fidelity Real Estate product offering
Product offeringCore offering
Fidelity Real Estate is a boutique residential real estate brokerage that represents buyers, sellers, and renters in the Upper Valley region of Vermont and New Hampshire. The firm specializes in condominiums and planned residential communities, offering property listings, MLS-based home search tools, rental placement, and lead-generation tools such as an instant home value estimator and mortgage pre-qualification form.
Product overview
Fidelity Real Estate operates as a full-service real estate brokerage firm offering a unified platform of property-related services. The core offerings include buyer and seller representation for residential properties, rental property listings, and a home search MLS database. Supporting these are add-on digital tools including an Instant Home Value estimator and a Pre-Qualification calculator for mortgage readiness. The company specializes in condominiums and planned residential communities throughout the Upper Valley region spanning Vermont and New Hampshire.
Differentiator
Problem solved
Functional benefit
Products and services
- Buyer and Seller Representation Full-service real estate representation for residential buyers, sellers, and renters in the Upper Valley region of Vermont and New Hampshire, with specialization in condominiums and planned residential communities.
- Rental Property Listings
Companies that use Fidelity Real Estate
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles1 record
Fidelity Real Estate technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fidelity Real Estate partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LinkURealtyminorLinkURealty provides the real estate web design and website infrastructure for Fidelity Real Estate. They power the property listings, virtual tours, and web forms on advantagefidelity.com.
Scale indicators1 record
Recent moves1 record
Expansion highlights4 records
Fidelity Real Estate competitors and assessment
Company assessmentEmerging players
- Compass: Tech-enabled residential brokerage with strong Northeast U.S. presence; competing for both talent (agents) and consumer mind share in the same buyer/seller segments served by Fidelity Real Estate.
- Redfin: Technology-first residential brokerage with a direct-to-consumer search portal; competes for the same Upper Valley buyer and seller leads and increasingly pressures traditional commission economics of boutique brokerages like Fidelity.
- eXp Realty: Cloud-based residential brokerage with low-overhead independent agent model; competes for the same agent recruiting pool and offers an alternative commission structure that pressures traditional boutique firms like Fidelity.
Broad incumbents
- Coldwell Banker: Global residential brokerage franchise operating on the same commission-based buyer/seller representation model as Fidelity Real Estate; competes through affiliated local agents and franchise territory expansion, including Vermont and New Hampshire.
- Keller Williams Realty: Largest residential real estate franchise by agent count in the U.S.; competes for the same agent talent and buyer/seller relationships through its commission-based independent contractor model analogous to Fidelity's.
- Better Homes and Gardens Real Estate: Mid-tier national residential franchise offering the same commission-based buyer/seller representation with affiliated agents; targets overlapping home-buyer demographics and provides a referral and tool-set alternative in the Northeast.
- Sotheby's International Realty: Luxury and high-end residential brokerage franchise; overlaps Fidelity's condominium and planned-residential-community focus through affiliated regional firms operating in New England, including the Upper Valley.
- Berkshire Hathaway HomeServices: National residential brokerage franchise with affiliated agents providing the same buyer/seller representation services as Fidelity Real Estate, serving overlapping home-buyer and home-seller segments in the broader Northeast.
Regional players
- William Raveis Real Estate: Family-owned Northeast U.S. residential brokerage with deep New England roots and a similar boutique-leaning, relationship-driven service approach; comparable in geographic focus and full-service residential model.
- Four Seasons Sotheby's International Realty: Vermont and New Hampshire-based Sotheby's affiliate operating directly within the Upper Valley; offers residential brokerage services in overlapping geographies (Hanover, Lebanon, Norwich, Hartford) and competes most directly for the same local buyer and seller pool as Fidelity.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Fidelity Real Estate social profiles
Digital presenceFidelity Real Estate financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fidelity Real Estate leadership team
Management profileNumber of profiles
Profiles3 records
Fidelity Real Estate funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fidelity Real Estate M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fidelity Real Estate
What does Fidelity Real Estate do?
Fidelity Real Estate is a boutique residential real estate brokerage that represents buyers, sellers, and renters in the Upper Valley region of Vermont and New Hampshire. The firm specializes in condominiums and planned residential communities, offering property listings, MLS-based home search tools, rental placement, and lead-generation tools such as an instant home value estimator and mortgage pre-qualification form.
Is Fidelity Real Estate a public or private company?
Fidelity Real Estate is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fidelity Real Estate founded?
Fidelity Real Estate was founded in 1998. It employs 1 to 10 people.
Where is Fidelity Real Estate based?
Fidelity Real Estate is headquartered in Norwich, United States, in the North America region.
How does Fidelity Real Estate make money?
Two revenue lines are on record. Real Estate Sales Commission is the primary driver. The others are rental Listings and Tenant Placement.
Who are Fidelity Real Estate's main competitors?
Emerging players on record are Compass, Redfin and eXp Realty. Broad incumbents are Coldwell Banker, Keller Williams Realty, Better Homes and Gardens Real Estate, Sotheby's International Realty and Berkshire Hathaway HomeServices. Regional players are William Raveis Real Estate and Four Seasons Sotheby's International Realty.
Does Fidelity Real Estate have an API?
No public API is recorded for Fidelity Real Estate.
What industry is Fidelity Real Estate in?
Fidelity Real Estate's product category is Residential Real Estate Brokerage. Its primary akta.pro industry code is BPAJAAAA, Traditional Residential Brokerage (Existing Homes), with a secondary code of BPAJAAAE, Residential Investment Property Brokerage (SFR/Small Multifamily). Its NAICS code is 531210 and its SIC code is 6531.