Company Information

Get to know Grupo Fidelis

Founded in 2005, Grupo Fidelis is an independent financial advisory firm based in Spain. The company specializes in providing personalized and comprehensive consulting services to families, family offices, and institutions. Their core mission is to preserve and grow client wealth through a holistic approach that integrates financial, tax, real estate, and corporate finance advisory. Operating with principles of independence, transparency, and trust, Grupo Fidelis is regulated by the Spanish National Securities Market Commission (CNMV) as a Financial Advisory Company (EAFI).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Grupo Fidelis

Spain

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.