Jeffrey Fidelman in

Jeffrey Fidelman

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Founder, CEO at Fundex
📍 New York City Metropolitan Area, United States

Jeffrey Fidelman is the CEO of Fidelman & Company, a firm dedicated to fundraising and M&A for startups. A Harvard University graduate with multiple FINRA certifications, he previously held roles at Morgan Stanley and HSBC. Clients describe him as knowledgeable, detail-oriented, and an expert guide for financial transactions.

He has acted as an interim CFO/COO for dozens of companies and has been hired by over 100 businesses through Toptal for fundraising strategy and management consulting.

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Experience
11 Years
Current Role
Founder, CEO
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jeffrey cares about

Startup Fundraising
His firm specializes in helping founders and funds raise capital by preparing pitch decks, financial models, and everything else needed for a transaction.
M&A Advisory
Provides capital solutions and transaction management for early to mid-stage companies, advising on business sales and acquisitions.
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Career

Work history

10-2025
Founder, CEO
Fundex
8-2025
Board Member
Harvard Alumni Entrepreneurs
1-2025
Fundraising Mentor
Founder Institute
5-2023
Registered Representative
Fidelman Finance
4-2022
Global CFO
TheSolveMD
In the press

Media appearances

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Education
Bachelor's degree
Harvard University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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