Fidelity Investments

Fidelity Investments is a diversified financial services company based in the United States. Its stated mission is to strengthen the financial well-being of its customers and deliver better outcomes for the clients and businesses it serves, which the company also frames as helping customers and clients achieve their financial objectives. Its businesses serve individuals, families, employers, wealth management firms and institutions.

The company reported assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion, as of March 31, 2025. The two measures capture different things: assets under administration generally cover accounts a firm holds, records or services for clients, while discretionary assets are those over which it has authority to make investment decisions on clients' behalf. Serving employers alongside individuals and families allows a financial services firm to reach savers both through the workplace and directly, which fits the company's stated focus on meeting the unique needs of a broad and growing customer base.

Fidelity has been privately held for 78 years and employs more than 77,000 associates across the United States, Ireland and India. Private ownership is relatively unusual among financial firms of this size, and it frees the company from the quarterly reporting pressures faced by publicly listed peers. The company's U.S. website, Fidelity.com, is intended only for individuals in the United States, and visitors from other countries are offered a route to Fidelity International, reflecting the jurisdiction-specific rules that govern the offer and sale of securities.