Insights

Trusted niche Fidato Wealth specializes in wealth management and retirement planning for highly compensated professionals and families in Ohio, indicating a strong, targeted advisory offering that can be cross-sold to similar client segments in nearby markets.

Human-focused The firm emphasizes personalized, human-centric financial planning and legacy investments, presenting opportunities to position premium, customized services such as family office-like planning for multi-generational wealth clients.

Recognition leverage Consistent top advisor honors and prior-year recognitions provide social proof to accelerate outreach to prospective clients and referral partners seeking credible, award-winning wealth management firms.

Community partnerships Past involvement with charitable and community initiatives suggests potential for collaborative campaigns with local nonprofits, schools, and employer-sponsored programs to generate introductions and referrals.

Scalable tech stack The use of modern online tools and web infrastructure indicates readiness for digital client acquisition, onboarding, and ongoing engagement, enabling scalable outreach to similar professional networks.

Fidato Wealth Tech Stack

Fidato Wealth uses 8 technology products and services including Facebook Pixel, oEmbed, Twemoji, and more. Explore Fidato Wealth's tech stack below.

  • Facebook Pixel
    Analytics
  • oEmbed
    Dev Tools
  • Twemoji
    Font Scripts
  • Google Fonts API
    Font Scripts
  • WP Engine
    Platform As A Service
  • HTTP/3
    Web & Portal Technology
  • ThemeIsle Menu Icons
    Web Platform Extensions
  • Better Click To Tweet
    Wordpress Plugins

Fidato Wealth's Email Address Formats

Fidato Wealth uses at least 1 format(s):
Fidato Wealth Email FormatsExamplePercentage
First@fidatowealth.comJohn@fidatowealth.com
100%

Frequently Asked Questions

What is Fidato Wealth's phone number?

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You can contact Fidato Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fidato Wealth's official website and social media links?

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Fidato Wealth's official website is fidatowealth.com and has social profiles on LinkedIn.

How much revenue does Fidato Wealth generate?

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As of July 2026, Fidato Wealth's annual revenue is estimated to be $10M - $25M.

What is Fidato Wealth's NAICS code?

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Fidato Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Fidato Wealth have currently?

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As of July 2026, Fidato Wealth has approximately 9 employees across 1 continents, including North America. Key team members include Partner & Lead Wealth Advisor: B. E.Client Service Specialist: G. W.Financial Planning Specialist: B. T.. Explore Fidato Wealth's employee directory with LeadIQ.

What industry does Fidato Wealth belong to?

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Fidato Wealth operates in the Financial Services industry.

What technology does Fidato Wealth use?

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Fidato Wealth's tech stack includes Facebook PixeloEmbedTwemojiGoogle Fonts APIWP EngineHTTP/3ThemeIsle Menu IconsBetter Click To Tweet.

What is Fidato Wealth's email format?

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Fidato Wealth's email format typically follows the pattern of First@fidatowealth.com. Find more Fidato Wealth email formats with LeadIQ.

When was Fidato Wealth founded?

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Fidato Wealth was founded in 2008.
Fidato Wealth logo

Fidato Wealth

Financial ServicesOhio, United States2-10 Employees

Fidato Wealth is a financial services firm based in Middleburg Heights, Ohio, that focuses on guiding individuals, families, and business owners through wealth management, retirement planning, and business advisory. The firm emphasizes personalized, non‑cookie‑cutter advice, seeking to understand clients’ unique ambitions before tailoring recommendations, with a particular focus on highly compensated professionals. Its approach centers on clarity, discipline, and personal connection as foundational elements of client relationships, aiming to help clients shape their future and invest in their legacy.

Operating in the wealth management space, Fidato targets a client base that includes families and business owners seeking comprehensive financial planning and advisory services. The organization has been recognized in industry lists as a top advisor and has engaged in community partnership efforts, such as involvement with Shoes and Clothes for Kids, reflecting activity beyond core advisory services. The company has a multi‑year track record of professional recognition and operates with a people‑oriented philosophy within the Ohio market.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Fidato Wealth's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Fidato Wealth's revenue is estimated to be in the range of $10M - $25M

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