Fidelity Investments
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Location
Headquarters: Boston, Massachusetts, United States, North America
Region: Massachusetts
Country: US
Continent: North America
About
Fidelity Investments is a leading global financial services company focused on helping individuals and institutions achieve their financial objectives through investment management, retirement services, brokerage, and wealth management. Headquartered in the United States, Fidelity operates internationally and provides a wide range of products including mutual funds, retirement accounts, and financial planning services. The company emphasizes long-term investing, research-driven guidance, and diversified investment solutions across diverse markets.
Fidelity Investments provides financial services including investment management, retirement planning, and brokerage to individuals, families, and institutions. The company manages a vast portfolio of assets, offering products such as mutual funds and wealth management solutions to help clients achieve their financial goals.
FMR LLC
1946
for_profit
active
Industries
Primary Industry: Finance
Categories
Funding & Financials
secondary_market
1700000000
over-1b
private
Investors
Founders
Edward Johnson
Leadership
Lawrence Conover — Vice President, Corporate Actions
Stephen McCall — Director, Cloud Technologist
Lorna Martyn — Head of Corporate Technology Services
William Noonan — Vice President of Strategic Information Security Officer
Leilani Farol — Head of Office of the CISO
Eric Wells — Senior Vice President - Technology Compliance
Priya Ramachandran — Senior Manager - Data Analytics and Insights
Jennifer Samalis — Senior Vice President
Technology Stack
Products
Brokerage Account: An account that allows individuals to manage their own investments including stocks, ETFs, mutual funds, and CDs with access to free resources.
Roth IRA: A retirement savings account offering tax-free growth and flexible contributions to balance long-term goals with short-term needs.
Rollover IRA: An account to consolidate retirement funds from previous employers’ plans without taxes or penalties, typically used after job changes or nearing retirement.
Wealth Management: A service providing personalized financial planning and investment management through dedicated advisors to grow and protect client wealth.
Retirement Planning: A service to assist individuals in managing and planning their retirement savings, either independently or with professional guidance.
Cash Management Products: Financial products designed to help clients manage spending and saving effectively through various cash management solutions.