Fidelity Investments

Office address: 245 Summer Street, Boston, MA USA 
Year established: 1946 
Company type: finance 
Employees: 23,000 
Expertise: retirement, investments, online trading, asset management, IRA, 401(k), mutual funds, stocks, ETF, bonds, brokerage, cash management, annuities, life insurance, investing 
Parent company: FMR LLC 
CEO and key people: Abby Johnson, Chair and CEO 
Financing status:

Fidelity Investments is a leading global investment management, retirement planning, and wealth management company. With over $11.7 trillion in assets under management, Fidelity is one of the largest asset managers in the world.  

History of Fidelity Investments 

Fidelity Investments was founded in 1946 by Edward C. Johnson II. The company began as a small investment advisory firm; through the years, it became known for a number of notable firsts. 

The company introduced Trend and Capital funds in 1958, described as “two of the industry’s first aggressively managed equity funds.” In 1986, Fidelity Select Portfolios was the first to offer hourly pricing instead of end-of-day pricing. And in 2018, the company launched Fidelity ZERO Funds, the first of its kind in the industry. 

More recently, Fidelity became the first brokerage firm to offer financial education in the metaverse through “The Fidelity Stack” in Decentraland. 

Products and Services of Fidelity Investments 

Fidelity offers a wide range of products and services to its customers, including: 

  • mutual funds  
  • ETFs  
  • stocks
  • bonds 
  • ​​​​​​​retirement accounts including 401(k)s, IRAs, and Roth IRAs 
  • wealth management 

Culture at Fidelity Investments 

Fidelity has five commitments under its diversity and inclusion program: inclusion, transparency, diversity, opportunity, and accountability. These commitments extend to its people, customers, and the community. 

The company supports its people through an extensive benefits package that covers retirement, health and insurance, and learning and development. 

Fidelity has a strong sustainability program too. Priorities include using the company’s land in a responsible way, working with suppliers who prioritize ESG principles, and reducing the use of paper mail by 53% by 2025. 

About Fidelity Investments Chair and CEO Abby Johnson 

Abby Johnson is the third generation to lead Fidelity, following in the footsteps of her father and grandfather. She first joined the company in 1988 as an analyst and portfolio manager. She rose through the ranks, becoming president in 2013 and Chair and CEO in 2014.  

Johnson is an Art History graduate from Hobart and William Smith Colleges. She also earned an MBA from Harvard Business School.  

Under Johnson’s leadership, Fidelity ventured into the cryptocurrency market through a subsidiary called Digital Assets. This move reaffirms Fidelity’s reputation as a leader in the investment services industry. 

Future at Fidelity Investments 

Fidelity is committed to continued growth and innovation – introducing firsts is part of its DNA, after all. It continues to leverage technology in delivering products and services to its existing and potential customers. Along with this fast-paced growth in technology and innovation, Fidelity’s commitment to sustainability remains steadfast. There’s no doubt – Fidelity will continue to expand in scope, vision, and leadership. 


Bitcoin volatility is more pronounced in US trading hours

The cryptocurrency has gained 154% in the last 12 months

Fidelity International cuts 1,000 jobs across all regions, business lines

Firm lays off nine percent of its workforce as it looks to cut costs

Inside a leadership transition at Fiera Capital

Regional division, the appointment of a new CEO for Fiera Canada, and the future of a Canadian giant

Why young women need different investment strategies – experts

'Finding a financial adviser or mentor who can meet women where they’re at is really important'

Fidelity launches one-ticket global equity mutual fund

The new fund provides exposure to a liquid alternative mutual fund

Goodbye White LeBlanc as wealth firm goes independent under a new brand

The former line-up is beginning a new chapter as its embraces independence from the corporate structure

Fidelity Canada partners with Brookfield to offer private real estate opportunities

The new portfolio will offer Fidelity Canada clients access to high-quality real estate assets managed by Brookfield

Evolve plans new tech-focused ETF as next online revolution approaches

The fund would only include the Nasdaq 100 technology category firms; meanwhile Ninepoint has expanded the focus for its Bitcoin ETF; and US firms plan Bitcoin funds

How are increasingly fearful Canadians prepping for retirement?

Fidelity Investments Canada has published its latest retirement report showing growing concern among those planning for their post-work lives

Fidelity Investments Canada launches new ETFs

All-in-one ETFs listed on Cboe Canada exchange