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Fidelity Investments - aVenture Company Research

Fidelity Investments

AddedFeb 10, 2024

UpdatedSep 1, 2026

Fidelity Investments

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

HQ

Founded

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

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

Fidelity Investments - Quick Facts

Who are Fidelity Investments' competitors?

Companies similar to Fidelity Investments include Wealthfront, Goldman Sachs, Western & Southern Financial Group and Morgan Stanley.

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

Fidelity Investments - Similar Companies

Public

Wealthfront

wealthfront.com

Goldman Sachs

goldmansachs.com

Western & Southern Financial Group

Morgan Stanley

Morningstar

morningstar.com

Astraeus

astraeuswealth.com

Envestnet

envestnet.com

BlackRock

blackrock.com

Finvest

getfinvest.com

Fiserv

fiserv.com

CataMetrics Management

AdvisorEngine

advisorengine.com

Farther

farther.com

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

Fidelity Investments - Products & Services

Bond Ladder Tool
Fidelity tool that builds a portfolio of bonds maturing at staggered intervals.
Competing Products
Fidelity Investments — Investment Management
Fidelity Investments Investment Management delivers active and passive strategies across mutual funds, ETFs, and institutional mandates.
Competing Products
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
eMoney Pro
eMoney Pro is eMoney Advisor's cash-flow-based financial planning workstation for advisors, owned by Fidelity Investments.
Competing Products