Insights

Client-Centric Approach FiduciaryVest specializes in providing objective, independent advisory services for institutional clients such as retirement plans, foundations, and hospital endowments, indicating a potential need for tailored fiduciary solutions and compliance support.

Growth and Recognition The firm was recognized as a top charitable financial advisor in 2020, highlighting its credibility and active engagement in philanthropy, which may open opportunities for partnerships or expanded services in charitable fund management.

Leadership Expansion Recent strategic hiring of a CFA as Managing Principal suggests the company is investing in expert leadership to deepen its institutional client offerings, presenting a chance to collaborate on high-level investment consulting services.

Technology Utilization Utilizing platforms like WordPress, Chart.js, and PHP, FiduciaryVest demonstrates a digital presence that can be leveraged for outreach and to offer innovative online fiduciary tools or educational content to prospects.

Market Positioning With a revenue range of up to $10 million and a niche focus, FiduciaryVest targets a distinct segment within the competitive financial advisory landscape, creating opportunities for customized, high-touch engagement with similar mid-sized institutional clients.

Similar companies to FiduciaryVest, LLC

FiduciaryVest, LLC Tech Stack

FiduciaryVest, LLC uses 8 technology products and services including WordPress, Chart.js, jQuery Migrate, and more. Explore FiduciaryVest, LLC's tech stack below.

WordPress
Content Management System
Chart.js
Javascript Graphics
jQuery Migrate
Javascript Libraries
Google Maps
Maps
SWFObject
Miscellaneous
PHP
Programming Languages
Bluehost
Web Hosting
Gravity Forms
Web Platform Extensions

Media & News

FiduciaryVest, LLC's Email Address Formats

FiduciaryVest, LLC uses at least 1 format(s):

FiduciaryVest, LLC Email Formats	Example	Percentage
First.Last@fiduciaryvest.com	John.Doe@fiduciaryvest.com	44%
Last@fiduciaryvest.com	Doe@fiduciaryvest.com	8%
First.MiddleLast@fiduciaryvest.com	John.MichaelDoe@fiduciaryvest.com	4%
First.Last@fiduciaryvest.com	John.Doe@fiduciaryvest.com	44%

Frequently Asked Questions

Where is FiduciaryVest, LLC's headquarters located?

FiduciaryVest, LLC's main headquarters is located at 600 Galleria Parkway Atlanta, Georgia 30339 United States. The company has employees across 1 continents, including North America.

What is FiduciaryVest, LLC's phone number?

You can contact FiduciaryVest, LLC's main corporate office by phone at

+1-404-446-****

. 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 FiduciaryVest, LLC's official website and social media links?

FiduciaryVest, LLC's official website is fiduciaryvest.com and has social profiles on LinkedIn.

What is FiduciaryVest, LLC's SIC code NAICS code?

FiduciaryVest, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does FiduciaryVest, LLC have currently?

As of February 2026, FiduciaryVest, LLC has approximately 6 employees across 1 continents, including North America. Key team members include Chief Investment Officer: G. B.Director Of Business Development: J. D. C.Senior Consultant: M. K.. Explore FiduciaryVest, LLC's employee directory with LeadIQ.

What industry does FiduciaryVest, LLC belong to?

FiduciaryVest, LLC operates in the Financial Services industry.

What technology does FiduciaryVest, LLC use?

FiduciaryVest, LLC's tech stack includes WordPressChart.jsjQuery MigrateGoogle MapsSWFObjectPHPBluehostGravity Forms.

What is FiduciaryVest, LLC's email format?

FiduciaryVest, LLC's email format typically follows the pattern of First.Last@fiduciaryvest.com. Find more FiduciaryVest, LLC email formats with LeadIQ.

When was FiduciaryVest, LLC founded?

FiduciaryVest, LLC was founded in 2005.

FiduciaryVest, LLC

Q: What is FiduciaryVest, LLC's official website and social media links?

FiduciaryVest, LLC's official website is fiduciaryvest.com. FiduciaryVest, LLC has social profiles on LinkedIn.

Q: How many employees does FiduciaryVest, LLC have currently?

FiduciaryVest, LLC has approximately 6 employees.

Q: What technology does FiduciaryVest, LLC use?

FiduciaryVest, LLC's tech stack includes Microsoft 365, Open Graph, Sendinblue, MonsterInsights, Facebook.

Financial ServicesGeorgia, United States2-10 Employees

FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients.  We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. 

By design, we are free from the influences of any revenue sources other than direct compensation by our clients.

We believe that each client has unique investing needs and risk-taking context.

We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.