What Does Fidelity Investments Do?

Total employees80895
HeadquartersBoston
Founded1946

Fidelity Investments Inc., commonly referred to as Fidelity, is an American multinational financial services corporation based in Boston, Massachusetts. Founded by Edward C. Johnson II in 1946, Fidelity is one of the largest asset managers in the world with trillions of dollars in assets under management and administration. The company offers a wide range of services including investment management, retirement planning, brokerage services, wealth management, securities execution and clearance, and life insurance. Fidelity serves individual investors, financial advisors, and institutions, aiming to make financial expertise broadly accessible and effective in helping people live the lives they want.

Where Is Fidelity Investments's Headquarters?

HQ Function

The Boston headquarters serves as the central hub for Fidelity's strategic direction, executive leadership, corporate governance, and the development of innovative financial solutions. It supports all major business lines and global operations.

Notable Features:

Located in the heart of Boston's financial district, the headquarters comprises modern office spaces designed for collaboration and innovation. Fidelity's Boston presence is significant and well-integrated into the city's business landscape, occupying several key buildings.

Work Culture:

Fidelity fosters a work culture centered on customer obsession, integrity, innovation, and collaboration. The HQ environment encourages continuous learning and development, with a focus on leveraging technology to improve financial outcomes for clients.

HQ Significance:

The Boston headquarters is significant as the birthplace and central nervous system of one of the world's largest financial services firms. Its location in a major financial hub facilitates access to talent, industry partnerships, and market insights.

Values Reflected in HQ: The headquarters' design and operations aim to reflect Fidelity's core values of integrity, customer focus, and innovation, providing an environment conducive to developing solutions that meet clients' financial needs.

Location:

While primarily focused on the U.S. market, Fidelity Investments (FMR LLC) has a global reach through its technology and operations centers that support its U.S. clients and business lines. Key international locations include technology and service centers in India (Bangalore, Chennai). These centers support software development, data processing, business process outsourcing, and research. It's important to note that Fidelity International Limited (FIL), a separate and independent company, serves investors outside of North America, with offices in Europe, Asia Pacific, and the Middle East.

Street Address:

245 Summer Street, Boston, MA 02210, USA

City:

Boston

State/Province:

Massachusetts

Country:

USA

Where Else Does Fidelity Investments Operate Around the World?

Smithfield, Rhode Island/USA

Address: 100 Magellan Way, Smithfield, RI 02917, USA

Serves as a major employment center in New England, supporting various business lines and contributing to Fidelity's technological advancements and client support infrastructure.

Merrimack, New Hampshire/USA

Address: 2 Contra Way, Merrimack, NH 03054, USA

Key site for Fidelity's innovation and engineering talent in the New England area, contributing to the development of cutting-edge financial technology.

Durham, North Carolina/USA

Address: 100 New Millennium Way, Durham, NC 27709, USA

Strategically located in the Research Triangle Park to leverage a rich talent pool in technology and finance, serving as a vital center for client engagement and operational excellence.

Westlake, Texas/USA

Address: 1 Destiny Way, Westlake, TX 76262, USA

Supports Fidelity's growth in the Southwest region, providing comprehensive financial services and acting as a significant technology and operations site.

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

Who's Leading Fidelity Investments? Meet the Executive Team

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 for Fidelity Investments
Kevin Barry - Head of Workplace Investing
Judy Marlinski - Head of Fidelity Institutional
Michael Durbin - Head of Fidelity Wealth

Who's Investing in Fidelity Investments?

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

Fidelity Investments is a privately held company. Major ownership is by the Johnson family, who founded the company, and FMR LLC employees and former employees through a share ownership plan.

What Leadership Changes Has Fidelity Investments Seen Recently?

Hire3
Exits0

Fidelity Investments continued to strengthen its leadership team over the past 12-18 months, with key appointments in technology, tax-exempt markets, and financial wellness, underscoring its focus on these strategic areas. This includes internal promotions and external hires to key leadership roles.

New Appointments:

Brooke Forbes, Brooke Forbes appointed as Head of Technology for Fidelity Investments.
Sangeeta Moorjani, Sangeeta Moorjani appointed to lead Tax-Exempt Market and Retirement Solutions.
Terry L. Alley, Terry L. Alley appointed as Head of Financial Wellness.

What Technology (Tech Stack) Is Used byFidelity 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 (FMR LLC) commonly uses the email format `firstname.lastname@fmr.com`. Variations might exist, such as `firstinitial.lastname@fmr.com` or emails ending in `@fidelity.com` for specific divisions or roles, especially customer-facing ones. FMR LLC is the parent company of Fidelity Investments.

firstname.lastname@fmr.com

Format

jane.doe@fmr.com

Example

75%

Success rate

What's the Latest News About Fidelity Investments?

Fidelity Investments News Release (Business Wire) • May 30, 2024

Fidelity's 2024 RIA Benchmarking Study Highlights Strategic Planning and Talent Development for Growth

Fidelity Institutional's latest study reveals that top-performing RIA firms are focusing on strategic long-range planning and investing in talent to achieve sustainable growth and scale their businesses effectively....more

Barron's • May 7, 2024

Fidelity Investments Launches Two New Enhanced Index ETFs, FLFL and FLLG

Fidelity Investments announced the launch of two new active equity ETFs: Fidelity Large Cap Value Enhanced Index ETF (FLFL) and Fidelity Large Cap Growth Enhanced Index ETF (FLLG), aiming to provide investors with enhanced index exposure....more

Fidelity Investments News Release • April 24, 2024

Fidelity Launches New Youth Financial Literacy Program With MLB Slugger and Entrepreneur Alex Rodriguez

Fidelity Investments announced a new program aimed at advancing youth financial literacy in underserved communities, partnering with Alex Rodriguez. The initiative includes a $250,000 contribution to Boys & Girls Clubs of America....more

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