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Fidelity Investments
AddedFeb 11, 2024
UpdatedJun 30, 2026
Fidelity Investments

Fidelity Investments

Seed

A privately held US multinational operating as investment manager and fintech company.

HQ
Boston, MA, US
Founded
1946
Overview
M & A
Analysis
Compare
Fundraising
Employees
News
Website

Fidelity Investments is a privately held US multinational financial services corporation operating both as one of the world's largest investment managers and as a fintech/wealthtech company. Founded in 1946 and headquartered in Boston, Fidelity administers $18 trillion in assets and manages $7.1 trillion discretionarily (2025). Led by CEO Abigail Johnson with approximately 80,000 employees, Fidelity offers brokerage, wealth management, retirement and workplace solutions, ETFs, institutional clearing, and digital assets including spot Bitcoin and Ethereum ETFs.

As an operating company, Fidelity owns eMoney Advisor (maker of the eMoney Pro financial planning platform) and offers Fidelity Personalized Planning & Advice for 401(k) plan participants. The firm has expanded into fintech with the Fidelity Digital Dollar stablecoin, tokenized Treasury fund share class, AI-driven planning tools, the Trader+ advanced trading platform, and the Wealthscape institutional wealth platform.

Fidelity Investments - M & A Snapshot

Open M & A

  • eMoney Advisor

    Acquired by Fidelity Investments • $250M • Apr 2, 2015

Fidelity Investments - Products & Services

  • Fidelity Investments — Investment Management logo

    Fidelity Investments — Investment Management

    Fidelity Investments Investment Management delivers active and passive strategies across mutual funds, ETFs, and institutional mandates.

    Competing Products

    Morgan Stanley logo
    Western & Southern Financial Group logo
  • Fidelity Personalized Planning & Advice logo

    Fidelity Personalized Planning & Advice

    Fidelity Personalized Planning & Advice is Fidelity's workplace managed-account service for 401(k) plan participants, layering professional advice on retirement plans.

    Competing Products

    Morningstar logo
  • eMoney Pro logo

    eMoney Pro

    eMoney Pro is eMoney Advisor's cash-flow-based financial planning workstation for advisors, owned by Fidelity Investments.

    Competing Products

    Morningstar logo
    Envestnet logo

Fidelity Investments - Similar Companies

Public logo

Public

Western & Southern Financial Group logo

Western & Southern Financial Group

Morgan Stanley logo

Morgan Stanley

morganstanley.com

Morningstar logo

Morningstar

morningstar.com

Envestnet logo

Envestnet

envestnet.com

BlackRock logo

BlackRock

blackrock.com

Wealthfront logo

Wealthfront

wealthfront.com

Finvest logo

Finvest

getfinvest.com

Fiserv logo

Fiserv

fiserv.com

CataMetrics Management logo

CataMetrics Management

Farther logo

Farther

farther.com

Fidelity Investments - Quick Facts

Who are Fidelity Investments' competitors?

Companies similar to Fidelity Investments include Western & Southern Financial Group, Morgan Stanley, Morningstar and Envestnet.

When was Fidelity Investments founded?

Fidelity Investments was founded in 1946.

Where is Fidelity Investments' headquarters located?

Fidelity Investments' headquarters is located in Boston, MA, US.

When was Fidelity Investments' last funding round?

Fidelity Investments' most recent funding round was for $2.5M (USD) in December 2023.

How much has Fidelity Investments raised to-date?

As of Dec 28, 2023, Fidelity Investments has raised a total of $144.3M (USD).

How many employees does Fidelity Investments have?

Fidelity Investments has 80,000 employees as of Dec 31, 2025.

Fidelity Investments - Classification

Industry
  • Financial Services
  • Financial Services Companies
  • Financial Technology Companies
  • Investment Companies
Ownership
  • Private
Technology
  • FinTech
Geographic Exposure
  • Global
  • North America
Model
  • B2B
  • B2C
Revenue
  • Advisory Fees
  • Brokerage Fees
  • Management Fees
Customer
  • Employers
  • Institutional
  • Retail
Tags
  • Employee Owned
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
Show 15 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 524000Insurance Carriers and Related Activities
  • 524100Insurance Carriers
  • 524110Direct Life, Health, and Medical Insurance Carriers
  • 524113Direct Life Insurance Carriers
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6300Insurance Carriers
  • 6310Life Insurance
  • 6000Depository Institutions
  • 6700Holding And Other Investment Offices
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6720Investment Offices
  • 6282Investment Advice
  • 6722Management Investment Offices, Open-end