About Fidelity

"We strive to treat every customer moment as an opportunity to help each person, family, and business realize their unique financial goals and aspirations."


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Introduced new proprietary alternative investments research via WealthscapeSM, expanding capabilities to support financial advisors’ adoption of alternative investments.

Launched the Fidelity® Wise Origin® Bitcoin Fund10, one of the industry’s first spot bitcoin exchange-traded products. The fund held $10.17 billion assets under management as of March 31, 2024.

Expanded Guaranteed Income Direct across the nation, allowing workplace plan participants to create lifetime income by enrolling all or a portion of their retirement savings into an immediate annuity.

Increased our exchanged-traded fund (ETF) lineup, with the launch of the Fundamental Active ETF suite and Fidelity Low Duration Bond ETF, expanding our product offering to 66.

Introduced Fidelity’s Student Debt Retirement employer benefit, an innovative workplace solution to help employees boost retirement savings while paying down student loan debt.

Promoted financial education through Women Talk Money, a series of roundtable discussions and workshops that equip over 570,000 community members with resources that help unlock their money's full potential.