Fidelity Investments
Overview
Fidelity Investments is a leading American multinational financial services corporation headquartered in Boston, Massachusetts. Founded in 1946 by Edward C. Johnson II, the company has grown to become one of the largest asset managers globally, overseeing approximately $5.9 trillion in discretionary assets under management as of March 31, 2025. Fidelity offers a comprehensive range of financial services, including investment management, asset management, risk management, stock brokerage, financial planning, wealth management, and retirement planning. Its diverse product offerings encompass annuities, mutual funds, exchange-traded funds, index funds, individual retirement accounts (IRAs), 401(k) plans, and 529 college savings plans. The company serves a broad clientele, including individual investors, employers, and institutions, with a workforce of over 77,000 employees across the United States, Ireland, and India. Under the leadership of CEO Abigail Johnson, Fidelity continues to innovate and expand its services, recently launching the Fidelity Trader+ platform to cater to the growing market of self-directed retail investors. This platform offers real-time analytics and customizable charts, reflecting Fidelity's commitment to meeting the evolving needs of its diverse customer base. Additionally, Fidelity has been actively involved in philanthropic initiatives, such as pledging $250 million to support underserved minority students through scholarships and mentorship programs, aiming to increase graduation rates and help students complete their education debt-free. This initiative underscores Fidelity's dedication to fostering economic mobility and addressing systemic barriers in education. With a rich history of growth and innovation, Fidelity Investments remains a prominent player in the financial services industry, continually adapting to the changing landscape to provide comprehensive solutions to its clients.
Investment Focus
- Accredited investor status
- Minimum investment of $1 million
- Alignment with Fidelity's investment strategies and sectors
- Minimum investment: $1,000,000
- Maximum investment: $1,000,000,000
- Geographical focus: United States, Canada, United Kingdom, Germany, France, Italy, Spain, Australia, Japan, China, India, Brazil, Mexico, South Korea, Singapore, Hong Kong, South Africa, Russia, Saudi Arabia, United Arab Emirates
- Industries: Technology, Healthcare, Financial Services, Consumer Goods, Energy, Utilities, Telecommunications, Real Estate, Materials, Industrials, Consumer Services, Basic Materials, Consumer Non-Durables, Transportation, Retail
- Industries: Financial Services, Investment Management, Asset Management, Risk Management, Stock Brokerage, Financial Planning, Wealth Management, Retirement Planning, Annuities, Mutual Funds, Exchange-Traded Funds, Index Funds, IRAs, 401(k)s, 529 Plans
Portfolio Companies
Reach Fidelity Investments directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Fidelity Investments
What sectors does Fidelity Investments invest in?
Fidelity Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Massachusetts, United States. Fidelity Investments is listed as a mutual fund in the ConnectSafely investor database.
What stage does Fidelity Investments invest at?
Fidelity Investments backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 1B.
Which regions does Fidelity Investments invest in?
Fidelity Investments invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Fidelity Investments?
Team members listed for Fidelity Investments include Elizabeth Hare (Vice President, Personal Investing) and Stephanie Trethaway (Senior Vice President, Workplace Investing Data & Services).
What companies has Fidelity Investments invested in?
Fidelity Investments's portfolio includes Johnson & Johnson, Apple Inc., Microsoft Corporation, Amazon.com Inc., Alphabet Inc., Berkshire Hathaway Inc., Visa Inc. and Procter & Gamble Co..
How do I contact Fidelity Investments?
Fidelity Investments's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
