About Fidelity Investments
Fidelity Investments is a company based in Boston (United States) founded in 1946.. Fidelity Investments has raised $517.99 million across 32 funding rounds from investors including Kenneth Warren & Son and National Science Foundation. Fidelity Investments has completed 6 acquisitions, including ADT, Avtek and PCS Ferguson. Fidelity Investments operates in a competitive market with competitors including Investec, Morgan Stanley, Northwestern Mutual, Principal and Guggenheim Partners, among others.
- Headquarter Boston, United States
- Stage Public
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$517.99 M (USD)
in 32 rounds
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Latest Funding Round
$248 K (USD), Post-IPO
Jan 16, 2024
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Investors
Kenneth Warren & Son
& 1 more
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Employee Count
Employee Count
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Investments & Acquisitions
ADT
& 5 more
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Software Development Team
281 people
Leadership Team
136 people
Data Analysis and Operations Team
69 people
Finance and Accounting
37 people
Senior Team
26 people
Sales and Marketing
14 people
Product Management Team
13 people
Creative and Marketing Team
10 people
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Funding Insights of Fidelity Investments
Fidelity Investments has successfully raised a total of $517.99M across 32 strategic funding rounds. The most recent funding activity was a Post-IPO round of $248 thousand completed in January 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 32
- Last Round Post-IPO — $248,000
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First Round
First Round
(21 Aug 2009)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jan, 2024 | Amount | Post-IPO - Fidelity Investments | Valuation |
investors |
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| Oct, 2023 | Amount | Post-IPO - Fidelity Investments | Valuation |
investors |
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| Mar, 2023 | Amount | Post-IPO - Fidelity Investments | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Fidelity Investments
Fidelity Investments has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Kenneth Warren & Son and National Science Foundation. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Founded Year | Domain | Location | |
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A government-backed foundation providing seed-stage investments to support small businesses.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Fidelity Investments
Fidelity Investments has strategically engaged in corporate development activities, having acquired 6 companies. Notable acquisitions include ADT, Avtek and PCS Ferguson. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Platform offering software to store and manage legal documents
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2013 | ||||
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Cloud-based video conferencing is offered for various endpoints.
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2008 | ||||
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Wealth management solutions are provided to financial institutions.
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2000 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Fidelity Investments
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Fidelity Investments Comparisons
Competitors of Fidelity Investments
Fidelity Investments 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 Investec, Morgan Stanley, Northwestern Mutual, Principal and Guggenheim Partners, 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 |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Fidelity Investments
Frequently Asked Questions about Fidelity Investments
When was Fidelity Investments founded?
Fidelity Investments was founded in 1946 and raised its 1st funding round 63 years after it was founded.
Where is Fidelity Investments located?
Fidelity Investments is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Who is the current CEO of Fidelity Investments?
Abby Johnson is the current CEO of Fidelity Investments.
Is Fidelity Investments a funded company?
Fidelity Investments is a funded company, having raised a total of $517.99M across 32 funding rounds to date. The company's 1st funding round was a Post-IPO of $818.23M, raised on Aug 21, 2009.
What does Fidelity Investments do?
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms. It offers financial planning and advice, along with tools for online trading. The company provides various investment options, including stocks, ETFs, mutual funds, and fixed income products. It also offers educational resources and customer support services.
Who are the top competitors of Fidelity Investments?
Fidelity Investments's top competitors include Investec, UTI Mutual Fund and S&P Global.
How many acquisitions has Fidelity Investments made?
Fidelity Investments has made 6 acquisitions, including ADT, Avtek, and PCS Ferguson.
Who are Fidelity Investments's investors?
Fidelity Investments has 2 investors. Key investors include Kenneth Warren & Son, and National Science Foundation.
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