Insights

Independent Advisor Target mid-sized wealth clients and families in Southern Oregon and Northern California seeking independent, fee-only financial planning and investment management to align with fiduciary standards.

Asset Growth Leverage their recent equity stake activity and $1M–$10M revenue profile to position as a growth partner for clients with diversified portfolios, including IRAs, 401(k)/403(b), foundations, and endowments.

Regional Focus Capitalize on local and regional footprint (Medford area and broader coverage) to upsell personalized retirement planning, trust-adjacent services, and tax-efficient investment strategies tailored to the local market.

Tech Enablement Offer technology-enabled advisory processes using their stack (WordPress, Google Cloud, Tealium, Snowplow) to attract tech-savvy clients seeking transparent reporting, digital onboarding, and performance analytics.

Strategic Partnerships Position as a complementary partner to smaller institutions or organizations looking for independent advisory capabilities, including retirement plan consulting and fiduciary services for foundations and endowments.

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FIDELIS iM Tech Stack

FIDELIS iM uses 8 technology products and services including Crazy Egg, Snowplow, WordPress, and more. Explore FIDELIS iM's tech stack below.

Crazy Egg
Analytics
Snowplow
Analytics
WordPress
Content Management System
Shopify
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
WP Engine
Platform As A Service
Tealium
Tag Management

Media & News

Fidelisim invests into assets: stake in Air Products and Chemicals in the amount of $216K.
FIDELIS iM LLC purchased a new stake in Air Products and Chemicals in the 3rd quarter valued at about $216,000.
Nov 04, 2024 | www.marketbeat.com

FIDELIS iM's Email Address Formats

FIDELIS iM uses at least 2 email formats:

FIDELIS iM Email Formats	Example	Percentage
First@fidelisim.com	John@fidelisim.com	75%
First.Last@fidelisim.com	John.Doe@fidelisim.com	25%

Frequently Asked Questions

What is FIDELIS iM's phone number?

You can contact FIDELIS iM's main corporate office by phone at

+1-541-770-****

. 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 FIDELIS iM's official website and social media links?

FIDELIS iM's official website is fidelisim.com and has social profiles on LinkedIn.

How much revenue does FIDELIS iM generate?

As of August 2026, FIDELIS iM's annual revenue is estimated to be $1M - $10M.

What is FIDELIS iM's NAICS code?

FIDELIS iM's NAICS code is 52 - Finance and Insurance.

How many employees does FIDELIS iM have currently?

As of August 2026, FIDELIS iM has approximately 3 employees across 1 continents, including North America. Key team members include President / Certified Financial Planner™ Practitioner: K. D. and : C. N. Explore FIDELIS iM's employee directory with LeadIQ.

What industry does FIDELIS iM belong to?

FIDELIS iM operates in the Financial Services industry.

What technology does FIDELIS iM use?

FIDELIS iM's tech stack includes Crazy Egg, Snowplow, WordPress, Shopify, Microsoft 365, Google Cloud, WP Engine and Tealium.

What is FIDELIS iM's email format?

FIDELIS iM's email format typically follows the pattern of First@fidelisim.com. Find more FIDELIS iM email formats with LeadIQ.

When was FIDELIS iM founded?

FIDELIS iM was founded in 2012.

FIDELIS iM

Q: What is FIDELIS iM's official website and social media links?

FIDELIS iM's official website is fidelisim.com. FIDELIS iM has social profiles on LinkedIn.

Q: How many employees does FIDELIS iM have currently?

FIDELIS iM has approximately 3 employees.

Q: What technology does FIDELIS iM use?

FIDELIS iM's tech stack includes React, AddToAny, Apache Tomcat, Contact Form 7, Open Graph.

Q: What is FIDELIS iM's NAICS code?

FIDELIS iM's NAICS code is 52 (Finance and Insurance).

Financial ServicesOregon, United States2-10 Employees

FIDELIS iM operates as an independent, fee-only financial advisor and investment management firm based in Medford, in Southern Oregon. The firm provides tailored financial planning designed to help clients make prudent decisions, take appropriate actions, and pursue their objectives. As a small team, it focuses on asset management for a selective set of individuals, organizations, and company retirement plans.

Its main office is in Medford, and it serves clients in the greater Southern Oregon area, Central Oregon, and Northern California. The firm can manage a range of account types, including IRAs, qualified retirement plans, foundations and endowments, corporate accounts, and taxable accounts.