highperformr logo

Fidelity Investments's Overview

Total employees80895
HeadquartersBoston
Founded1946

Fidelity Investments is a leading multinational financial services corporation based in the United States. It stands as one of the largest asset managers globally, offering a diverse range of services including investment management, retirement planning, brokerage services, wealth management, and life insurance. Fidelity serves millions of individual investors, employers, and institutions, providing tools, resources, and expertise to help clients achieve their financial goals.

Where is Fidelity Investments's Headquarters?

Fidelity Investments officeFidelity Investments officeFidelity Investments officeFidelity Investments office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the central hub for executive leadership, corporate strategy, administrative functions, and key operational divisions.

Notable Features:

Modern office building complex situated in a prominent downtown Boston location, reflecting the company's stature in the financial industry. Often features advanced technology infrastructure and collaborative workspaces.

Work Culture:

Generally characterized by a professional, client-focused, and data-driven environment. Emphasis on integrity, innovation, and collaboration, typical of a large, established financial institution. Culture can vary by department, with technology and customer service hubs potentially having distinct dynamics.

HQ Significance:

The Boston headquarters signifies Fidelity's deep roots in the city where it was founded and its position as a major player in the US financial landscape. Its location facilitates interaction with other financial institutions and talent pools.

Values Reflected in HQ: The headquarters' location, scale, and modern infrastructure reflect Fidelity's values of stability, customer focus, innovation, and long-term investment in its operations and people.

Location:

Beyond its extensive network in the US, Fidelity Investments maintains a global presence to support its international business activities and leverage global talent. Key functions supported globally include technology development and support (e.g., India, Ireland), investment management operations, research, and client services for specific international markets. Major international centers are located in countries like Ireland, UK, India, China, and Japan.

Street Address:

245 Summer Street

City:

Boston

State/Province:

MA

Country:

USA

Fidelity Investments's Global Presence

Smithfield, RI, USA

Address: 100 Magellan Way (Example Building - Fidelity has a large campus here)

Serves as a key East Coast operational center, leveraging regional talent for large-scale service delivery and back-office functions.

Westlake, TX, USA

Address: 1 Destiny Way (Example Building - Fidelity has a large campus here)

Acts as a major hub for Central and Western US operations and client support, attracting talent from the Dallas-Fort Worth metroplex.

Merrimack, NH, USA

Address: 900 Salem St (Example Building - Fidelity has a large campus here)

Key northern New England campus providing operational scale and access to regional tech and financial services talent.

Durham, NC, USA

Address: 100 New Millennium Way (Example Building - Fidelity has a large campus here)

Strategic location in the Research Triangle Park area, tapping into a strong pool of technology and research talent.

Covington, KY, USA

Address: 100 Howe Drive (Example Building - Fidelity has a large campus here)

Serves as a significant operational hub in the Midwest, supporting nationwide functions and leveraging regional talent.

Buying Intent Signals for Fidelity Investments

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Fidelity Investments

As of April 2025, Fidelity Investments' leadership includes:

Abigail P. Johnson - Chairman and Chief Executive Officer
Maggie Serravalli - Chief Financial Officer
Brooke Forbes - Head of Technology
Kevin Barry - Head of Workplace Investing
Michael Durbin - Head of Fidelity Institutional
Sharon Brovelli - Head of Personal Investing (Interim)

Investors of Fidelity Investments

Fidelity Investments has been backed by several prominent investors over the years, including:

Privately Held
Johnson Family (Primary Ownership)
FMR LLC Employees/Shareholders (Various employee stock plans)

Executive New Hires/Exits in the Last 12 Months

Hire1
Exits1

Over the past year, Fidelity Investments saw some notable transitions in its senior leadership, particularly within Personal Investing and Technology divisions. Key changes included departures and subsequent interim appointments or new hires for critical leadership roles.

Departures

Joanna Rotenberg, Joanna Rotenberg departed her role as Head of Personal Investing after several years.

New Appointments:

Terry Slattery, Terry Slattery joined Fidelity as Head of Platform Technology, reporting to the Head of Technology.
Sharon Brovelli, Sharon Brovelli took over as Interim Head of Personal Investing.

Technology (Tech Stack) used by Fidelity Investments

Discover the tools Fidelity Investments uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Fidelity Investments Email Formats and Examples

Fidelity Investments primarily utilizes the 'first.last@fidelity.com' email format for its employees. This is a common pattern for large corporations.

first.last@fidelity.com

Format

jane.doe@fidelity.com

Example

80%

Success rate

News and media

InvestmentNewsMay 16, 2024

Fidelity Institutional launches wealth advisory service unit

Fidelity Institutional announced the launch of Fidelity Wealth Advisory Solutions, a new business unit aimed at providing RIAs and independent advisors with enhanced tools and services for wealth management....more

Pensions & InvestmentsApril 25, 2024

Fidelity enhances student debt tool for workplace participants

Fidelity Investments updated its Student Debt Tool, offering more resources and personalized insights for employees participating in workplace retirement plans to manage their student loan debt alongside saving for retirement....more

Financial Advisor MagazineMarch 27, 2024

Fidelity Charitable Donors Recommended Record $11.8B In Grants In 2023

Fidelity Charitable reported that its donors recommended a record $11.8 billion in grants to non-profits in 2023, highlighting the significant role of donor-advised funds in philanthropy....more

ReutersFebruary 13, 2024

Fidelity trims valuations for Reddit, payments firm Stripe

Fidelity Investments adjusted the carrying value of its holdings in private companies Reddit and Stripe, reflecting reassessments of market conditions and valuations for late-stage private tech firms....more

Highperformr’s free tools for company research

Explore Employees by Region or Country

See where a company’s workforce is located, by country or region.

View Funding Details

View past and recent funding rounds with amounts and investors.

Understand Revenue Insights

Understand company revenue estimates and financial scale.

Track Active Job Openings

Track active roles and hiring trends to spot growth signals.

Review Product and Offerings

Discover what a company offers—products, platforms, and solutions.

Get SIC or NAICS Codes

Get the company’s official SIC and NAICS classifications.

Analyze Website Traffic Trends

Analyze visitor volume, engagement, and top traffic sources.

Discover Social Profiles and Engagement

Explore LinkedIn, Twitter, and other active social profiles.

Identify Top Competitors

Identify top competitors based on similar business traits.

Research and Discover Companies with Highperformr — Smarter, Faster

Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.

Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.

  • Track intent signals to find buyers who are actively in-market
  • Enrich contacts and companies instantly, no need to switch tools
  • Automate workflows to stay ahead of every change
  • Connect your CRM & tools for seamless data sync and activation

Thousands of companies, including Fidelity Investments, are just a search away.