FIDELITY
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.
FIDELITY
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
Board_member
Board_member
Current Employees Featured
Laura Bowden DIrector of User Experience Research - Planning & Guidance @ Fidelity
DIrector of User Experience Research - Planning & Guidance
Lawrence Conover Vice President Corporate Actions @ Fidelity
Vice President Corporate Actions
Midhun Salim Research Analyst @ Fidelity
Research Analyst
Jon Dougherty VP, Risk Technology & Strategic Services @ Fidelity
VP, Risk Technology & Strategic Services
Stephen McCall Director, Cloud Technologist @ Fidelity
Director, Cloud Technologist
Eric Wells Senior Vice President - Technology Compliance @ Fidelity
Senior Vice President - Technology Compliance
Jennifer Samalis Senior Vice President @ Fidelity
Senior Vice President
1992-01-01
Xin Wang Principal Data Scientist @ Fidelity
Principal Data Scientist
2020-01-01
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
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
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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