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Fidato Wealth Logo
Fidato Wealth CB Rank
1430183
Heat Score
58
Fidato Wealth specializes in offering retirement planning, wealth management, value acceleration and business transition services.
Founded
obfuscation
Private Middleburg, Ohio, United States1-10 www.fidatowealth.com/
Consulting
Financial Services
Wealth Management
Overview

Fidato Wealth
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Fidato Wealth

CB Rank
1430183
Fidato Wealth specializes in offering retirement planning, wealth management, value acceleration and business transition services.
Founded
obfuscation
Private Middleburg, Ohio, United States1-10 www.fidatowealth.com/
Consulting
Financial Services
Wealth Management

Details

Legal Name Fidato Wealth LLC
Operating Status Active
Company Type For Profit
Phone Number +1 440-572-5552
Contact Email sayhello@fidatowealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Retirement Planning
A service that evaluates and plans for retirement by analyzing retirement benefits and financial goals to prepare clients for their post-career life.
Family Wealth Management
A service focused on managing and preserving family wealth by addressing financial goals, values, and legacy planning for multi-generational families.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 14
News

News and Press

News•Nov 1, 2023
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News•Feb 7, 2023
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

199

Actively Used Products

13Fidato Wealth uses 13 technology products and services including HTML5, F5 NGINX, and  Google Compute Engine, according to G2 Stack.

Active Website Tech Count

2Fidato Wealth is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl, Google Tag Manager, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Fidato Wealth's headquarters? Fidato Wealth is located in Middleburg, Ohio, United States.Who are Fidato Wealth's competitors? Alternatives and possible competitors to Fidato Wealth may include Cerity Partners, Mariner Wealth Advisors, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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