About Fiducia
Fiducia is a financial advisor data service for wealth technology, asset management, and service teams selling to financial advisors. It brings together advisor contact research, firm intelligence, and custom prospect lists.
What Fiducia does
Our focus is advisor contact research, firm intelligence, and custom prospect lists.
- All Advisor Data
- Registered Investment Advisors
- Broker-Dealer Reps
- Certified Financial Planners
- Wealth Managers
Who Fiducia is for
We serve wealth technology, asset management, and service teams selling to financial advisors.
Our approach
Advisor and firm context matters when defining a financial-services audience. Registration and business information should be evaluated against the intended use and current official records.
How to work with Fiducia
Describe the outcome you need, the audience or workflow involved, and your requirements. Confirm the scope, pricing, deliverables, and timing with the team before committing to a project or paid service.
The founder behind Fiducia
Rome Thorndike
Rome Thorndike is the Founder & CEO of Fiducia, which helps businesses identify and reach financial advisors with data built for the wealth-management market. Before moving into enterprise technology, he held analyst and vice president roles at Wells Fargo. He went on to sell enterprise software at Microsoft and Salesforce and lead sales at Datajoy through its acquisition by Databricks. He holds an MBA from UC Berkeley Haas.
Connect on LinkedInKey facts
- Website
- getfiducia.com
- Focus
- Financial advisor data service
- Audience
- Wealth technology, asset management, and service teams selling to financial advisors
- Founder
- Rome Thorndike
- Professional role
- Founder & CEO of Fiducia
- Profile
- Rome Thorndike on LinkedIn
- Contact and corrections
- Contact the team
Frequently asked questions
Who is Fiducia for?
Fiducia serves wealth technology, asset management, and service teams selling to financial advisors. Its focus is advisor contact research, firm intelligence, and custom prospect lists.
Who is behind the site?
Rome Thorndike is the Founder & CEO of Fiducia, which helps businesses identify and reach financial advisors with data built for the wealth-management market. He previously held analyst and vice president roles at Wells Fargo and enterprise sales roles at Microsoft and Salesforce.
How can I ask a question or suggest a correction?
Include the relevant page URL and enough detail to identify your request. For factual corrections, include a current source so the information can be checked.