Fidelis Capital, an adviser-owned wealth management firm serving ultra-high-net-worth individuals (UHNWIs), multi-generational families and institutions, has announced a strategic partnership with Opto Investments, a platform that streamlines the entire private markets lifecycle to enable wealth managers to build, fundraise and manage programs at scale.
Fidelis will leverage Opto’s end-to-end platform to deliver actively managed private markets vintage funds to the multi-generational families, entrepreneurs and institutions it serves through a simplified, digitized experience.
Founded in 2022 by former private-banking professionals from Wells Fargo and Bank of America, Fidelis was established to deliver a more personalized wealth management experience, returning to the original promise of private banking — where clients’ interests were served without legacy institutional conflicts. Currently, the firm manages $2.2 billion in assets for approximately 130 clients n
