FIDELITY

fidelity-logo

Fidelity is a privately-owned investment manager focusing on a diverse set of customers. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the pub... lic equity and fixed income markets across the globe. It conducts in-house research to make its investments. It helps over 32 million people feel more confident in their most important financial goals, manage employee benefit programs for over 22,000 businesses, and support more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. Headquartered in Boston, Fidelity serves its customers through 12 regional offices and more than 190 Investor Centers in the United States.

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FIDELITY

Social Links:

Industry:
Asset Management Finance Financial Services Wealth Management

Founded:
1946-01-01

Status:
Active

Contact:
866-256-4934

Total Funding:
134.33 M USD

Technology used in webpage:
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Current Advisors List

adam-hochfelder_image

Adam Hochfelder Partner @ Fidelity
Board_member

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David Thomas Member of the Board of Trustees @ Fidelity
Board_member

Current Employees Featured

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Laura Bowden
Laura Bowden DIrector of User Experience Research - Planning & Guidance @ Fidelity
DIrector of User Experience Research - Planning & Guidance

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Lawrence Conover
Lawrence Conover Vice President Corporate Actions @ Fidelity
Vice President Corporate Actions

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Midhun Salim
Midhun Salim Research Analyst @ Fidelity
Research Analyst

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Jon Dougherty
Jon Dougherty VP, Risk Technology & Strategic Services @ Fidelity
VP, Risk Technology & Strategic Services

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Stephen McCall
Stephen McCall Director, Cloud Technologist @ Fidelity
Director, Cloud Technologist

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Eric Wells
Eric Wells Senior Vice President - Technology Compliance @ Fidelity
Senior Vice President - Technology Compliance

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Jennifer Samalis
Jennifer Samalis Senior Vice President @ Fidelity
Senior Vice President
1992-01-01

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Xin Wang
Xin Wang Principal Data Scientist @ Fidelity
Principal Data Scientist
2020-01-01

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Scott Macmillan
Scott Macmillan Diversity & Inclusion Program Analytics Support & Vice President of Cross-Channel Experimentation @ Fidelity
Diversity & Inclusion Program Analytics Support & Vice President of Cross-Channel Experimentation

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Tomas Zeman
Tomas Zeman Product Design Director, Fidelity Labs @ Fidelity
Product Design Director, Fidelity Labs
2020-01-01

Acquisitions List

Date Company Article Price
2015-02-02 eMoney Advisor eMoney Advisor acquired by Fidelity N/A
2006-04-01 SinoSheen Internet Investments SinoSheen Internet Investments acquired by Fidelity 52.5 M USD
2004-06-03 Production Control Services Production Control Services acquired by Fidelity N/A

Investments List

Date Company Article Money raised
2022-08-03 Zomato Fidelity investment in Post-IPO Equity - Zomato 30.88 B INR
2022-05-24 Mainspring Energy Fidelity investment in Series E - Mainspring Energy 150 M USD
2022-04-06 Coin Metrics Fidelity investment in Series C - Coin Metrics 35 M USD
2022-02-09 Chenjing Tech Fidelity investment in Series A - Chenjing Tech N/A
2022-01-20 Capital Markets Gateway Fidelity investment in Series B - Capital Markets Gateway N/A
2021-11-18 Farmers Business Network Fidelity investment in Series G - Farmers Business Network 300 M USD
2021-11-15 ThoughtSpot Fidelity investment in Series F - ThoughtSpot 100 M USD
2021-11-04 Osmoses Fidelity investment in Pre Seed Round - Osmoses 3 M USD
2021-10-22 Deepak Fertilisers Fidelity investment in Post-IPO Equity - Deepak Fertilisers 5.1 B INR
2021-09-27 Astera Labs Fidelity investment in Series C - Astera Labs 50 M USD

Newest Events participated

ai-in-finance-summit-toronto-2022_event_image Participated in AI In Finance Summit Toronto 2022 on 2022-11-09 as sponsor

kubecon-cloudnativecon-north-america-2021_event_image Participated in KubeCon + CloudNativeCon North America 2021 on 2021-10-11 as sponsor

grace-hopper-celebration-of-women-in-computing-2019_event_image Participated in Grace Hopper Celebration of Women in Computing 2019 on 2019-10-01 as sponsor

deep-learning-summit-boston-2019_event_image Participated in Deep Learning Summit, Boston 2019 on 2019-05-23 as sponsor

big-data-ai-leaders-summit-boston-2019_event_image Participated in Big Data & AI Leaders Summit Boston 2019 on 2019-04-11 as speaker

the-bond-buyers-california-public-finance-conference-2018_event_image Participated in The Bond Buyer's California Public Finance Conference 2018 on 2018-10-01 as sponsor

ceres-conference-2018_event_image Participated in Ceres Conference 2018 on 2018-04-24 as sponsor

ocp-us-summit-2018_event_image Participated in OCP U.S. Summit 2018 on 2018-03-20 as sponsor

Key Employee Changes

Date New article
2021-06-11 Fidelity Bank picks Pawtucket executive as chief commercial banking officer
2020-03-10 Fidelity names veteran Maggie Serravalli as CFO

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