Fidelity Investor
Fidelity is a privately owned investment management firm that serves a wide range of clients. It offers services including IRAs, rollovers, annuities, discount brokerage, retirement planning, estate planning, wealth management, securities execution and clearance, and life insurance. They serve individual investors, businesses, financial advisors, and institutions. The firm manages equity, fixed-income, and balanced mutual funds and invests in public equity and fixed-income markets. It also conducts in-house research to inform its investment decisions.
Founder: Edward Johnson
Number of Investments: 561
AUM 2026: $5.8 trillion
Key Partner: Abigail Johnson (CEO)
Invests into
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Number Of Exists:
267
Funding Status:
private
Headquarters:
Boston,Massachusetts,United States,North America
Investor Type:
Public Market Investor
Founded Date:
1946-01-01
Employee Number:
10001+