Entities

Fidelity Investments

Nickname
Fidelity
Location
Founding Date
1946

Fidelity Investments is one of the largest brokers in the United States. It offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products to a diverse set of customers: from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money.

OFFERINGS


For Individual Investors

Fidelity provides the financial planning and advice investors need, including retirement planning, wealth management, brokerage services, college savings, and more. 


For Employers

Fidelity works closely with employers to create dynamic benefit programs for their employees, including employee retirement savings, health and welfare, stock plan services, and more.


For Advisors and Institutions

Fidelity provides investment and technology products and solutions, clearing and custody services, and institutional trading products, services, and execution to thousands of wealth management firms and institutions.


Charitable Donors

Fidelity Charitable, an independent public charity with a donor-advised fund program, can help you support the charitable causes you care about and fulfill your philanthropic goals.


Innovators

Always challenging the status quo means exploring new technologies to harness innovation. Fidelity fosters a culture that encourages new ideas and embracing agile approaches to move faster for customers.


RECENT MILESTONES


2018


Assets under management: $11.1 trillion (as of June 30, 2021)