About Fidelity

Who we serve

We help over 50 million individuals feel confident in their most important financial goals, manage employee benefit programs that help over 27,500 businesses support their employees’ total well-being, and support more than 16,000+ wealth management firms and institutions with innovative investment and technology solutions to grow their businesses.

We continue to challenge the status quo and harness innovation to move faster and create value for our customers and clients, developing new products and services to stay ahead of their distinct and evolving financial needs.

Our diverse businesses and independence give us insight into the entire market and the stability and scale needed to think and act for the long term as we deliver value to our customers and clients.

individual investors

We provide financial planning, advice, and educational resources to help investors—including young and first-time investors—make their goals a reality. Our straightforward pricing delivers value—with no account fees, no minimums to open a retail brokerage account, commission-free trades and more.


We work closely with employers to create dynamic, integrated benefit programs for their employees, including retirement savings, health and welfare, stock plan services, emergency savings, charitable giving and student loan repayment programs.

advisors & institutions

We help wealth management firms and institutions navigate the changing industry landscape to grow their businesses and meet their clients’ financial needs. In addition to our insights, expertise and exceptional client experience, we provide investment and technology products and solutions, clearing and custody services, and institutional trading products, services and execution to thousands of firms.

charitable donors

Fidelity Charitable, an independent public charity with a donor-advised fund program, makes charitable giving accessible, simple and effective for more than 300,000 donors and counting.


We are constantly innovating to serve our customers’ evolving needs. Always challenging the status quo means exploring new technologies to enhance the customer experience and deliver even more value.

Our Presence

With more than 75,000 associates working tirelessly to meet the needs of our customers, Fidelity’s global presence spans 11 countries across North America, Europe, Asia and Australia.

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Fidelity Boston Star
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Fidelity Boston Star

Boston Headquarters

Regional Office

Investor Center

Headquartered in Boston, Fidelity serves its customers through 215 Investor Centers in the U.S. and 14 regional sites across the globe, including India and Ireland.

Find an investor center

our history

"Take intelligent risks rather than follow the crowd." This was the inspiration with which Edward C. Johnson 2d founded the company, and it continues to guide us forward as a pioneer in the world of investing. As the financial industry evolves and customer needs become more complex, Fidelity has and continues to innovate, and transform itself to be ready for the financial landscape of tomorrow, while ensuring we are meeting the needs of our customers today.

by the numbers

When our customers do well, we do well. As a privately held company, we use our investor mindset to make sound judgments for the long term on behalf of our customers and our business.

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over 50 million

individual investors**

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$13.7 trillion

assets under administration***

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$5.3 trillion

total discretionary assets****

As of March 31, 2024

Learn how Fidelity is helping over 50 million individuals realize their unique financial goals and aspirations.

Asset Management
Find financial information about Asset Management, including its equity, fixed income, high income and alternatives, and global asset allocation divisions.

*Fidelity now offers the Fidelity ZERO Total Market Index Fund (FZROX), Fidelity ZERO International Index Fund (FZILX), Fidelity ZERO Large Cap Index Fund (FNILX), and Fidelity ZERO Extended Market Index Fund (FZIPX) available to individual retail investors who purchase their shares through a Fidelity brokerage account.
**Individual investors total includes 44.2 million customers who have direct relationships with Fidelity through retail, workplace, and the Health Care Group and 5.6 million customers who have indirect relationships, including customers served by advisors who have clearing and custody relationships with Fidelity Institutional Wealth Management Services.
***Fidelity Internal Information as of March 31, 2024.
****Includes all Fidelity investment products, such as mutual funds and managed accounts.