Fidelity Investments

Fidelity Investments is a privately held financial services firm founded in 1946 and headquartered in Boston. It provides investment management, retirement planning and brokerage services to individual investors, employers, wealth management firms and institutional clients, serving millions of customers. The firm employs over 78,000 associates across 11 countries and 14 global regional sites.

Its product range spans mutual funds, exchange-traded funds, retirement plans, employer-sponsored workplace benefits, wealth management solutions and brokerage services, with access to investment choices through digital channels, phone support and a network of 217 Investor Centers across the United States.

Technical work at the firm covers digital channels and platforms, phone-based customer support technology, brokerage and trading platforms, retirement plan administration systems and wealth management solutions. Operations combine these systems with a sizeable in-person presence to deliver services across multiple channels.

The company describes its culture as customer-centric, with an emphasis on service quality and personalised experiences across channels, alongside a focus on developing new solutions. Its private ownership structure is a distinguishing feature among firms of comparable scale in the sector.