Fidelity Investments

Fidelity Investments is a globally recognized, privately owned financial services organization founded in 1946 and headquartered in Boston. With over $15 trillion in assets under administration and 77,000 employees worldwide, the firm is committed to strengthening its clients’ financial well‑being and delivering superior outcomes across a full spectrum of financial solutions.

Fidelity serves a wide array of clients, including individual investors, employers, financial advisors, institutions, and charitable donors. For individuals, Fidelity provides accessible investment services—offering financial planning, educational resources, zero account minimums, and commission-free trading. Employers rely on Fidelity for comprehensive benefits administration, encompassing 401(k) plans, health and welfare programs, student loan support, and emergency savings programs.

Financial advisors and wealth-management professionals are supported through Fidelity’s technology platforms—such as Wealthscape and FMAX Essentials—as well as robust advisory tools, custodial services, and alternative investment access. Institutional clients benefit from advanced research, risk management, trading, and custody solutions. Fidelity Charitable empowers philanthropic giving through one of the largest donor-advised fund programs in the U.S.

Fidelity continually invests in innovation, harnessing proprietary research, ESG insights, and digital technologies—including crypto custody and trading services. Their alternative investments lineup features private equity, credit strategies, liquid alts, and ETFs, including the recently launched managed futures ETF. Fidelity’s scale enables deep market insight, stability, and the agility to meet evolving financial needs.