Insights

Strategic Focus Fidato Wealth emphasizes personalized, relationship-driven wealth management for individuals, families, and business owners, signaling a potential need for high-touch advisory services, financial planning optimization, and scalable family office solutions.

Growth Readiness With 11-50 employees and revenue in the 10-25M range, Fidato Wealth appears positioned for growth or succession planning services, including scalable tech-enabled platforms, CRM enhancements, and retirement/exit planning for business owners.

Technology Footprint Current tech stack (WordPress, Shopify/WooCommerce, Google Cloud, Office 365, WP Engine, PHP, Vimeo) indicates reliance on consumer-facing websites and digital services; opportunities exist to offer enhanced cybersecurity, data analytics, client portals, and affluent digital onboarding.

Industry Recognition Repeated Top Advisor and Top RIA rankings suggest strong market standing; leverage with marketing automation, thought leadership programs, and strategic partnerships to further differentiate and expand client acquisition.

Community & Impact Active involvement in charitable initiatives (Shoes and Clothes for Kids) points to a values-driven brand; potential cross-sell of charitable giving platforms, donor-advised funds, and client engagement programs aligned with ESG and community impact.

Similar companies to Fidato Wealth

Fidato Wealth Tech Stack

Fidato Wealth uses 8 technology products and services including WordPress, Shopify, WooCommerce, and more. Explore Fidato Wealth's tech stack below.

Fidato Wealth's Email Address Formats

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

Frequently Asked Questions

What is Fidato Wealth's phone number?

Minus sign iconPlus sign icon
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?

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

How much revenue does Fidato Wealth generate?

Minus sign iconPlus sign icon
As of October 2026, Fidato Wealth's annual revenue is estimated to be $10M - $25M.

What is Fidato Wealth's NAICS code?

Minus sign iconPlus sign icon
Fidato Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Fidato Wealth have currently?

Minus sign iconPlus sign icon
As of October 2026, Fidato Wealth has approximately 12 employees across 1 continents, including North America. Key team members include Partner & Lead Wealth Advisor: B. E., Client Service Specialist: G. W. and Financial Planning Specialist: B. T. Explore Fidato Wealth's employee directory with LeadIQ.

What industry does Fidato Wealth belong to?

Minus sign iconPlus sign icon
Fidato Wealth operates in the Financial Services industry.

What technology does Fidato Wealth use?

Minus sign iconPlus sign icon
Fidato Wealth's tech stack includes WordPress, Shopify, WooCommerce, Google Cloud, Office 365, WP Engine, PHP and Vimeo.

What is Fidato Wealth's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Fidato Wealth was founded in 2008.
Fidato Wealth logo

Fidato Wealth

Financial ServicesOhio, United States11-50 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
11-50

Section iconFunding & Financials

  • $10M - $25M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.