Fidelity Charitable

Medfield, United States Founded: 1991 • Age: 35 yrs
Offers donor-advised funds for charitable donations, tax deductions, and investment growth.
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About Fidelity Charitable

Fidelity Charitable is a company based in Medfield (United States) founded in 1991. It operates as a B2C, and B2B. Fidelity Charitable offers products and services including Giving Account. Fidelity Charitable operates in a competitive market with competitors including KA Fund Advisors, Resolute Investment Managers, Driehaus, ARK Investment Management and John Hancock Investments, among others.

  • Headquarter Medfield, United States
  • Sectors
    Technology
    Government & Social Sector
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Fidelity Investments Charitable Gift Fund
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Government & Social Sector → Charitable & Nonprofit
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Fidelity Charitable

Fidelity Charitable offers a comprehensive portfolio of products and services, including Giving Account. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Facilitates charitable contributions with tax deductions and investment growth.

People of Fidelity Charitable
Headcount 500-1000
Employee Profiles 63
Employee Profiles
People
Ed Cole
Software Engineer
People
Amy Pirozzolo
Head Of Marketing
People
Cassandra Zink
Director, Social Media And Brand
People
Caroline Ariail
Manager, Digital Marketing

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Funding Insights of Fidelity Charitable

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Fidelity Charitable

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Fidelity Charitable

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Fidelity Charitable Comparisons

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Competitors of Fidelity Charitable

Fidelity Charitable operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as KA Fund Advisors, Resolute Investment Managers, Driehaus, ARK Investment Management and John Hancock Investments, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Mutual fund investment services are provided to clients.
domain founded_year HQ Location
Funds investment management is handled via a dedicated platform.
domain founded_year HQ Location
Fund investment management services are provided by Driehaus in Chicago.
domain founded_year HQ Location
Disruptive innovations are researched and invested in across economic sectors.
domain founded_year HQ Location
Investment funds are managed by John Hancock Investments in Boston.
domain founded_year HQ Location
Mutual funds and ETFs are managed for investment purposes.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Fidelity Charitable

Frequently Asked Questions about Fidelity Charitable

When was Fidelity Charitable founded?

Fidelity Charitable was founded in 1991.

Where is Fidelity Charitable located?

Fidelity Charitable is headquartered in Medfield, United States. It is registered at Medfield, Massachusetts, United States.

What does Fidelity Charitable do?

Fidelity Charitable operates as a public charity managing donor-advised funds, where individuals contribute cash or assets for immediate tax deductions. Contributions grow tax-free through investment options, allowing donors to recommend grants to charities at their pace. Based in the United States, it serves donors, advisors, companies, and nonprofits by simplifying philanthropy and providing tools for research and grants. The platform ensures easy access via mobile apps and online portals.

Who are the top competitors of Fidelity Charitable?

Fidelity Charitable's top competitors include KA Fund Advisors, REX Shares and First Trust Portfolios.

What products or services does Fidelity Charitable offer?

Fidelity Charitable offers Giving Account.

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