Fidelis Capital

Stonehage Fleming

This multi-family office provides wealth management, fiduciary and advisory services to ultra-high-net-worth families, entrepreneurs and private investors.

RockFi

This company provides a wealth management platform and advisory services for high-net-worth individuals, including entrepreneurs, executives, and athletes.

Campden Wealth

This company provides networking, education, and research services to ultra-high-net-worth families and their family offices.

Centricity

This company provides a software platform for financial professionals and family offices to manage investments and distribute wealth products to affluent clients.

Saranac Partners

This firm provides investment advice, capital deployment and financing services to ultra-high-net-worth individuals, families and business owners.

MAI Capital Management

This firm provides investment management and financial planning services to high-net-worth individuals, families, and professional athletes.

iCapital

This company provides a financial technology platform that gives wealth managers and institutional investors access to alternative investment products and private market opportunities.

Facet Wealth

This company provides subscription-based financial planning and investment management services through a digital platform for individual consumers and employees.