Jeffrey Fidelman
AeroLeads people directory · profile

Jeffrey Fidelman Email & Phone Number

Investment Banking for Startups at Fidelman & Company
Location: New York City Metropolitan Area, United States 11 work roles 1 school
1 work email found @fidelmanco.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@fidelmanco.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Investment Banking for Startups
Location
New York City Metropolitan Area, United States

Who is Jeffrey Fidelman? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jeffrey Fidelman is listed as Investment Banking for Startups at Fidelman & Company, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at fidelmanco.com and a matched LinkedIn profile for Jeffrey Fidelman.

Jeffrey Fidelman previously worked as CEO and Principal at Fidelman & Company and Registered Representative at Fidelman Finance. Jeffrey Fidelman holds Bachelor'S Degree from Harvard University.

Company email context

Email format at Fidelman & Company

This section adds company-level context without repeating Jeffrey Fidelman's masked contact details.

{first}@fidelmanco.com
86% confidence

AeroLeads found 1 current-domain work email signal for Jeffrey Fidelman. Compare company email patterns before reaching out.

Profile bio

About Jeffrey Fidelman

Jeffrey founded Fidelman & Company in 2015 to serve the growing need for fundraising strategy among early to mid-stage companies and has since grown the firm to over 40 remote individuals. He has acted as an interim CFO/COO for dozens of companies through their financial transactions including capital raises, business sales, and business purchases. Jeffrey started his career in residential real estate as a broker and quickly expanded into commercial real estate and finance. He was then a Portfolio Manager at Morgan Stanley focused on syndicate and pre/post market trading; Vice President at HSBC leading revenue strategy for Manhattan (banking, lending, insurance, and retail); Partner at a Venture fund focused on early-stage, tech and tech-enabled companies. After leaving the venture fund, Jeffrey began advising some of the fund portfolio companies and others that didn't make it which, eventually, turned into Fidelman & Company.Jeffrey graduated cum laude from Harvard University.

Listed skills include Real Estate, Wealth Management, Financial Analysis, Fixed Income, and 47 others.

Current workplace

Jeffrey Fidelman's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelman & Company
Fidelman & Company
Investment Banking for Startups
AeroLeads page
11 roles

Jeffrey Fidelman work experience

A career timeline built from the work history available for this profile.

Ceo And Principal

Current

Westport, Connecticut, Us

We get you funded.Fidelman & Company helps founders and funds raise capital, prepare for the sale of a business, or acquire a company. We prepare the pitch deck, financial model, valuation analysis, business plan, due diligence documents, and everything else needed for a transaction. The Fundraise as a Service (FaaS) is our answer to the lack of venture banking – a dedicated IR rep on your team that gets you meetings with investors.

Oct 2015 - Present

Registered Representative

Current

Westport, Ct, Us

Providing capital solutions to early to mid-stage companies and emerging managers.• M&A Advisory• Fundraising• Transaction Management• Capital StructuringJeffrey Fidelman is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC.

May 2023 - Present

Fundraising Consultant

Current

Work From Anywhere, Remote, Oo

• Hired by over 100 companies to assist with fundraising collateral and other management consulting deliverables• Produced consistent results across clients, leading to over 80% successful capitalizations• Deliverables include: • Financial Modeling • Business Strategy • Fundraising Presentations • Capital Structure • Valuation Analysis • Market Researchhttps://www.toptal.com/finance/resume/jeffrey-fidelman

Oct 2016 - Present

Interim Cfo

Current

Chicago, Illinois, Us

Interim-CFO assisting with fundraising strategy; creating or reviewing and revising investor presentations, financial models, valuation analysis, and capital structure in preparation for equity and/or debt funding. Clients include mid-stage startups to Fortune 1000 companies.

Apr 2021 - Present

Partner & Mentor

Current

Palo Alto, California, Us

Working with StartupGrind members to deliver Fundraising, Growth, and Go To Market Strategy.

Jul 2021 - Present

Chief Operating Officer

Greenwich, Connecticut, Us

Oversaw business development from licensing in Bermuda as a Class 3A insurance carrier to building a pipeline of over $1Bn in policy applications. Led team in successful partnerships with several banking institutions and securing A+ rated reinsurance.

Nov 2016 - Nov 2018

Chairman

Ivy Startup Conference is connecting investors with startups from the Ivy League circuit in order to cultivate networks and share pragmatic insights.November 10th, 2016 @ The Microsoft Flagship Store on 5th Avenue

Jun 2015 - Dec 2016

Founder

Cogifter

Responsible for all faucets of development of the platform and business. Worked closely with engineers to finalize platform within 6 months, then with UX/UI designers to best position the content for highest engagement. Presented at multiple conferences and drove over $50k in gross merchandise volume through the platform in year 1.

Mar 2013 - Nov 2016

Partner

Onevest

• Established early-stage venture capital fund sponsored by a family office • Originated, Underwrote, and Invested in 45 SEED stage companies• Worked directly with founders to prepare for Series A financing by assisting with their fundraise collateral• Managed all deliverables including investor presentations, financial models, and valuation analysis• Deployed ~$125 million within the first year

Feb 2015 - Sep 2015

Vice President, Wealth Management

London, Gb

• Managed the lending, banking, wealth management, and insurance products across the NYC region• Designed strategy for business development and implemented the same across all bank branches in NYC• Increased revenue for NYC by 200%

Oct 2013 - Feb 2015

Portfolio Manager

New York, Ny, Us

• Piloted the international PM program after Morgan Stanley merged with Smith Barney• Executed syndicate, pre- and post-market trading for a portfolio of over $350 AUM• Performed in-depth market analysis for presentation to investor board meetings

Mar 2012 - Oct 2013
1 education record

Jeffrey Fidelman education

  • Harvard University
    Harvard University
    Bachelor'S Degree
FAQ

Frequently asked questions about Jeffrey Fidelman

Quick answers generated from the profile data available on this page.

What company does Jeffrey Fidelman work for?

Jeffrey Fidelman works for Fidelman & Company.

What is Jeffrey Fidelman's role at Fidelman & Company?

Jeffrey Fidelman is listed as Investment Banking for Startups at Fidelman & Company.

What is Jeffrey Fidelman's email address?

AeroLeads has found 1 work email signal at @fidelmanco.com for Jeffrey Fidelman at Fidelman & Company.

Where is Jeffrey Fidelman based?

Jeffrey Fidelman is based in New York City Metropolitan Area, United States while working with Fidelman & Company.

What companies has Jeffrey Fidelman worked for?

Jeffrey Fidelman has worked for Fidelman & Company, Fidelman Finance, Toptal, Paro.Io, and Startup Grind.

How can I contact Jeffrey Fidelman?

You can use AeroLeads to view verified contact signals for Jeffrey Fidelman at Fidelman & Company, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Fidelman attend?

Jeffrey Fidelman holds Bachelor'S Degree from Harvard University.

What skills is Jeffrey Fidelman known for?

Jeffrey Fidelman is listed with skills including Real Estate, Wealth Management, Financial Analysis, Fixed Income, Hedge Funds, Mutual Funds, Start Up Ventures, and Financial Advisory.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.