Fidelity Investments

OverviewSuggest Edit

Fidelity Investments (also known as Fidelity Brokerage Services) is a provider of financial services and investment resources. The Company manages a large family of mutual funds that provides fund distribution and investment advice services, as well as discount brokerage services, retirement services, wealth management, securities execution and clearance, life insurance, and a number of other services. It provides its services to individual investors, businesses, financial advisors, and institutions. The Company manages equity, fixed income, and balanced mutual funds. It invests in the public equity and fixed income markets.

TypePrivate
Founded1946
HQBoston, MA, US
Websitefidelity.com
Employee Ratings4.1

Latest Updates

Employees (est.) (Jan 2019)17,000(-62%)
Revenue (FY, 2017)$18.2 B(+15%)
Cybersecurity ratingAMore

Key People/Management at Fidelity Investments

Jeanne Thompson

Jeanne Thompson

Head of Workplace Solutions Thought Leadership
Kathleen Murphy

Kathleen Murphy

President & Personal Investor
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Fidelity Investments Office Locations

Fidelity Investments has offices in Boston, Albany, Albuquerque, Alexandria and in 155 other locations
Boston, MA, US (HQ)
155 Congress St
Albany, NY, US
59 Wolf Rd
Albuquerque, NM, US
2261 Q St NE #2A
Alexandria, VA, US
1725 Duke Street Suite GR05
Alpharetta, GA, US
7300 North Point Pkwy #103
Altamonte Springs, FL, US
175 E Altamonte Dr #1000
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Fidelity Investments Financials and Metrics

Summary Metrics

Founding Date

1946
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Fidelity Investments Revenue

Fidelity Investments's revenue was reported to be $18.2 b in FY, 2017 which is a 14.6% increase from the previous period.
USD

Revenue (FY, 2017)

18.2b

Revenue growth (FY, 2016 - FY, 2017), %

14.6%

EBIT (FY, 2017)

5.3b
USDFY, 2016FY, 2017

Revenue

15.9b18.2b

Revenue growth, %

15%

EBIT

3.5b5.3b

EBIT margin, %

22%29%
USDFY, 2016

Revenue/Employee

352.9k
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Fidelity Investments Operating Metrics

Fidelity Investments's Assets Under Management was reported to be $2.5t in Q1, 2018.
FY, 2017Q1, 2018

Assets Under Management

$2.45 t$2.46 t

Assets Under Administration

$6.8 t$6.85 t

Funds in Database

504504

Equity Mutual Funds

386386
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Fidelity Investments Acquisitions / Subsidiaries

Company NameDateDeal Size
Fidelity Digital Asset Services, LLCOctober 15, 2018

Fidelity Investments Cybersecurity Score

Cybersecurity ratingPremium dataset

A

96/100

SecurityScorecard logo

Fidelity Investments Online and Social Media Presence

Embed Graph

Fidelity Investments News and Updates

Fidelity Investments wins court battle with IRS over coal tax credits

Fidelity Investments on Wednesday won its court battle with the U.S. Internal Revenue Service over tax credits for the production of chemically treated coal.

New products help Fidelity Investments parent keep pace with rivals

(Reuters) - Fidelity Investments parent FMR LLC said its 2018 operating profit rose 18.6 percent to $6.3 billion as new products like no-fee index funds helped the Boston mutual fund firm counter falling markets and keep pace with bigger rivals.

UPDATE 1-New products help Fidelity Investments parent boost 2018 profit

Fidelity Investments parent FMR LLC said its 2018 operating profit rose 18.6 percent to $6.3 billion as new products like no-fee index funds helped the Boston mutual fund firm counter falling markets that reduced its total assets.

Fidelity Investments winds down $3.5 billion index fund

Fidelity Investments is winding down a fund that had more than $3 billion in assets last year, with the Boston-based money manager citing an overlap in holdings of other funds used in its target-date products to explain the rare move.

Fidelity Investments winds down $3.5 billion index fund

Fidelity Investments is winding down a fund that had more than $3 billion in assets last year, with the Boston-based money manager citing an overlap in holdings of other funds used in its target-date products to explain the rare move.

Fidelity Investments Frequently Asked Questions

  • When was Fidelity Investments founded?

    Fidelity Investments was founded in 1946.

  • Who are Fidelity Investments key executives?

    Fidelity Investments's key executives are Jeanne Thompson and Kathleen Murphy.

  • How many employees does Fidelity Investments have?

    Fidelity Investments has 17,000 employees.

  • What is Fidelity Investments revenue?

    Latest Fidelity Investments annual revenue is $18.2 b.

  • What is Fidelity Investments revenue per employee?

    Latest Fidelity Investments revenue per employee is $1.1 m.

  • Who are Fidelity Investments competitors?

    Competitors of Fidelity Investments include Franklin Templeton, HSA Bank and Principal Financial Group.

  • Where is Fidelity Investments headquarters?

    Fidelity Investments headquarters is located at 155 Congress St, Boston.

  • Where are Fidelity Investments offices?

    Fidelity Investments has offices in Boston, Albany, Albuquerque, Alexandria and in 155 other locations.

  • How many offices does Fidelity Investments have?

    Fidelity Investments has 192 offices.