Fidelity Investments

Fidelity Investments is a prominent global financial services company based in Boston, Massachusetts. Founded in 1946, it specializes in investment management, retirement planning, wealth management, and brokerage services. With over $11.7 trillion in assets under management, Fidelity serves more than 21 million individual and corporate customers. The company offers a wide range of financial products, including mutual funds, exchange-traded funds (ETFs), stocks, bonds, retirement accounts, annuities, life insurance, and cash management solutions. Fidelity is recognized for its innovative approach, having introduced features like mutual funds with check-writing capabilities and no-fee index funds known as Fidelity ZERO Funds. It also provides discount brokerage services and was an early adopter of computerized and online trading platforms. Fidelity caters to a diverse clientele, including individual investors, financial advisors, institutions, and retirement plan sponsors. The company focuses on delivering comprehensive financial solutions and educational resources to enhance financial literacy and support long-term wealth accumulation. It remains privately owned by the Johnson family through its parent entity, FMR LLC, and is led by Chair and CEO Abby Johnson.