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