When was Fidelity Investments founded?

Fidelity Investments was founded in 1946.

Where is Fidelity Investments located?

Fidelity Investments is located in Boston, United States .

Who is the current CEO of Fidelity Investments?

Anne Richards and Abby Johnson are the current CEOs of Fidelity Investments.

How many employees does Fidelity Investments have?

Fidelity Investments has 24000 employees as of Dec 31, 2023.

When was the latest funding round of Fidelity Investments?

Fidelity Investments's latest funding round was on Jan 16, 2024.

Where does Fidelity Investments rank among its competitors?

Fidelity Investments ranks 2 amongst 11005 active competitors.

Who are the top competitors of Fidelity Investments?

Fidelity Investments' top competitors are Investec, UTI Mutual Fund and Landis+Gyr.

Fidelity Investments - 2025 Company Profile, Team, Funding & Competitors - Tracxn

Fidelity Investments is a public company based in Boston (United States), founded in 1946 by Edward Johnson. It operates as a Provider of financial advisory services. Fidelity Investments has raised an undisclosed amount in funding. The company has 11005 active competitors, including 288 funded and 1060 that have exited. Its top competitors include companies like Investec, UTI Mutual Fund and Landis+Gyr.

Company Details

Provider of financial advisory services. It offers a wide range of services, including financial planning and advice, retirement plans, wealth management, trading, and brokerage services.

Website: www.fidelity.com/
Social
Phone Number: +1 **********
Registered Address: Boston, Massachusetts

Key Metrics

Founded Year

1946

Location

Boston, United States

Stage

Public

Latest Funding Round

Post IPO, Jan 16, 2024, $248K

Investors

Wells Fargo & 5 more

Ranked

2^nd among 11005 active competitors

Employee Count

24,000 as on Dec 31, 2023

Investment & Acquisitions

Bruce Markets & 450 more

Similar Companies

XP & 29704 more

Exit Details

Public

Fidelity Investments is associated with 4 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
FID GROUP INVEST a.s. CIN: 27437469 Czech Republic, Active	Mar 16, 2006	-	-	-
FIDELITY INVEST s.r.o. CIN: 03840778 Czech Republic, Active	Feb 27, 2015	-	-	-
FIDELITY WORKPLACE SERVICES LLC CIN: 2785850 United States, Active	Jul 03, 2002	-	-	-
FMR LLC CIN: 43532603 United States, Active	Dec 26, 999	-	24000 (as on Dec 31, 2023)	-

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Fidelity Investments has raised funding over 30 rounds. Its first funding round was on Sep 02, 2009.

Fidelity Investments has 6 institutional investors including Wells Fargo, Oxeon Partners and Burman Family Holdings.

Here is the list of recent funding rounds of Fidelity Investments:

Date of funding	Funding Amount	Round Name	Post money valuation	Revenue multiple	Investors
Jan 16, 2024	$248K	Post IPO	6564743	2724058	-
Oct 31, 2023	$14.1M	Post IPO	7678637	8213845	-
Mar 31, 2023	$818M	Post IPO	6703143	4270885	-

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View details of Fidelity Investments's funding rounds and investors

The founders of Fidelity Investments is Edward Johnson. Anne Richards and Abby Johnson are the CEOs of Fidelity Investments.

Here are the details of Fidelity Investments' key team members:

Edward Johnson: Former Founder of Fidelity Investments.
Contact Info: 1 email address
Anne Richards: CEO of Fidelity Investments.
Abby Johnson: CEO of Fidelity Investments.

View details of Fidelity Investments's Founder profiles and Board Members

Fidelity Investments' employee count trend

Fidelity Investments has 24,000 employees as of Dec 23. The total employee count is 4.0% more than what it was in Dec 22. Here is Fidelity Investments's employee count trend over the years:

Employee count trend for Fidelity Investments

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Top competitors of Fidelity Investments include Investec, UTI Mutual Fund and Landis+Gyr. Here is the list of Top 10 competitors of Fidelity Investments, ranked by Tracxn score:

Overall Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Investec 1974, London (United Kingdom), Acquired	Provider of global banking, investment, and wealth management services	-	Swedfund, Randvest Capital & 1 others	75/100
2nd	Fidelity Investments 1946, Boston (United States), Public	Provider of financial advisory services	-	Wells Fargo, Oxeon Partners & 4 others	75/100
3rd	UTI Mutual Fund 2001, Mumbai (India), Public	Provider of mutual fund, portfolio management, and retirement planning services	$142M	T. Rowe Price, SBI & 2 others	72/100
4th	Landis+Gyr 1896, Zug (Switzerland), Public	Provider of end-to-end energy management solutions	$1.03B	aPriori Capital Partners, Triodos Investment Management & 3 others	72/100
5th	Guggenheim Partners 1999, New York City (United States), Acquired	Provider of asset management and investment advisory services	$21M	OnRamp Insurance Conference, Burch Creative Capital & 1 others	70/100
6th	USAA 1922, San Antonio (United States), Acquired	Integrated financial service company	-	-	69/100
7th	Deutsche Bank 1870, Frankfurt Am Main (Germany), Public	Diversified banking and financial services firm	-	Cerberus Capital Management, Capital Group & 5 others	69/100
8th	Principal 1879, Des Moines (United States), Public	Provider of retirement, investment, and insurance products and services	-	Stone Point Capital	69/100
9th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth, financial management, and investment advisory services	-	Bain Capital Private Equity, IFC Asset Management Company	69/100
10th	S&P Global 1917, New York City (United States), Public	Platform offering business intelligence solutions that combine data and actionable analytics for clients	-	Temasek, European Union	69/100

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Fidelity Investments has made 443 investments in companies including Bruce Markets and Applied Intuition. Fidelity Investments has also acquired 8 companies including Shoobx and ADT. Here is the list of investments & acquisitions:

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Jun 25, 2025	Investments	Bruce Markets	2024	Chicago, United States
Jun 17, 2025	Investments	Applied Intuition	2017	Mountain View, United States
May 20, 2025	Investments	Acrisure	1946	Grand Rapids, United States

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Here is the latest report on Fidelity Investments's sector:

Free

Asset Management - Sector Report

Edition: May, 2025 (61 Pages)

View all reports related to Fidelity Investments

Media has covered Fidelity Investments for a total of 361 events in the last 1 year, 206 of them have been about company updates and 9 about people movement.