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 7 acquisitions, including ADT, Affinity Bank and Avtek. 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
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
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Investments & Acquisitions
ADT
& 6 more
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People of Fidelity Investments
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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.
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.
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A government-backed foundation providing seed-stage investments to support small businesses.
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Investor details for Fidelity Investments
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Investments & Acquisitions by Fidelity Investments
Fidelity Investments has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include ADT, Affinity Bank and Avtek.
Investment portfolio details for Fidelity Investments
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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Verified entity values are shown only after access is granted.
| 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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Cloud-based video conferencing is offered for various endpoints.
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Commercial banking services are offered to businesses and individuals.
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Locked | Locked | 2002 | Locked |
Complete acquisition details for Fidelity Investments
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- Transaction dates
- Acquired stakes
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- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Fidelity Investments
Detailed financials for Fidelity Investments
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Fidelity Investments Comparisons
Peer comparison for Fidelity Investments
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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.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Fidelity Investments
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Verified entity values are shown only after access is granted.
Latest news on Fidelity Investments
Complete news archive for Fidelity Investments
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Frequently Asked Questions about Fidelity Investments
Fidelity Investments was founded in 1946 and raised its 1st funding round 63 years after it was founded.
Fidelity Investments is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Abby Johnson is the current CEO of Fidelity Investments.
Fidelity Investments is a funded company, having raised a total of $517.99M across 32 funding rounds to date.
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.
Fidelity Investments's top competitors include Investec, UTI Mutual Fund and S&P Global.
Fidelity Investments has made 7 acquisitions, including ADT, Affinity Bank, and Avtek.
Fidelity Investments has 2 investors. Key investors include Kenneth Warren & Son, and National Science Foundation.