Fidelity Investments Overview
Pro stress-test →Fidelity is a privately held financial services firm with more than 74,000 associates and headquarters in Boston, with a global presence spanning nine countries across North America, Europe, Asia and Australia. The company operates across wealth management, asset management, brokerage, and retirement services, managing trillions in assets for millions of clients worldwide.
Strategic Profile
Pro stress-test →Fidelity manages $7 trillion in assets, up 19% from the previous year, and oversees about $5.5 billion in trades, which is up 25% from the previous year. In Q1 of 2026, Fidelity saw 38% of incoming portfolios with an allocation to active ETFs—up from 13% in 2022. The company is positioning itself as a leader in active ETFs and digital investment solutions, leveraging proprietary quantitative research capabilities.
Competitive Landscape
Pro stress-test →Fidelity competes with major asset managers and brokerages including Vanguard, Charles Schwab, BlackRock, and Merrill Lynch. Active ETF usage is on the rise across all major asset classes, with 38% of incoming portfolios including active ETF allocations in Q1 2026, up from 13% in 2022. Fidelity's competitive advantage lies in its integrated business model spanning retirement services, wealth management, and asset management, combined with proprietary quantitative research capabilities and a large internal ETF suite.
Industry Context
Fidelity Investments operates in Financial Services - Wealth Management, Asset Management, and Brokerage.
Key facts
Founded: 1949 · Headquarters: Boston, US · Employees: 74,000+