Fidelity Investments is a privately held financial services company providing investment management, brokerage, retirement, wealth planning and workplace benefit solutions.
Fidelity Investments is a privately held financial services company founded in 1946 and headquartered in Boston, Massachusetts. It provides investment management, brokerage, retirement, wealth planning and workplace benefit solutions to individuals, employers, wealth management firms and institutions, and is led by CEO Abigail P. Johnson. The firm has remained under private ownership since its founding by Edward Johnson 2d.
Its activities span a range of regulated financial domains: mutual funds and exchange-traded funds, brokerage and investment accounts, employer-sponsored retirement plans, workplace benefits, cash management, education savings, health savings accounts, insurance and digital assets. The company also operates direct-to-investor mutual fund sales, a network of investor centres and digital investing services. Fidelity Management & Research, the original investment advisory firm established to advise the Fidelity Fund, remains part of the group.
Fidelity employs more than 80,000 associates and operates in 11 countries. Nearly 80 years after its founding, its stated emphasis is on investment choice, customer service, planning tools and personalised solutions, with the aim of strengthening customers' financial well-being.
