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Fidelity Investments company logo
Diversified Financial Services
FINANCE | Investment Firms & Funds
fidelity.com

Investments

464

Portfolio Exits

176

Funds

3

Partners & Customers

10

About Fidelity Investments

Fidelity Investments provides financial services and investment resources helping individuals and institutions meet financial objectives. It engages in investment management through its research company. The company was founded in 1946 and is based in Boston, Massachusetts.

Headquarters Location

245 Summer Street

Boston, Massachusetts, 02210,

United States

800-343-3548

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Expert Collections containing Fidelity Investments

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Find Fidelity Investments in 3 Expert Collections, including E-Commerce.

E

E-Commerce

22 items

S

Synthetic Biology

382 items

C

Conference Exhibitors

5,302 items

Latest Fidelity Investments News

Massachusetts fines Fidelity $750,000 for rubber-stamping options trading applications

Oct 2, 2023

Business front of Fidelity Investments in the Financial District. (Angela Rowlings/Boston Herald, file) October 2, 2023 at 5:31 p.m. The Bay State has fined Fidelity Brokerage Services $750,000 over the company’s past practice of rubber-stamping options trading applications. Secretary of the Commonwealth William Galvin has handed down the fine to Fidelity in response to what he has referred to as a “half-hearted and lackadaisical attitude” toward safeguarding retail investors. In the consent order filed by Galvin’s Securities Division, the state notes that Fidelity has taken steps to improve its application review systems and online applications since last January. That’s when the Division filed a complaint alleging that Fidelity failed to properly vet customers who applied to be approved for options and margin trading. The Securities Division had said Fidelity’s application review system allowed customers to submit multiple applications, each time with the information altered until the customers met the requirements to be approved. The complaint detailed examples of repeated applications with inflated financials, investment experience, and employment information that Fidelity reviewers failed to notice — despite already having contrary information in the Fidelity system. “Options trading is considered to be particularly risky due to options’ relative complexity, their lack of liquidity, and the fact that just breaking even requires one to accurately predict short-term price fluctuations in the underlying asset,” Galvin’s office said in a statement. “Brokers determine an investor’s suitability for different levels of options trading based on their income, net worth, trading experience, and general knowledge of investing,” his office added. In addition to the $750,000 administrative fine paid to the state, Fidelity Brokerage Services has been censured by the Securities Division. Fidelity must also submit a report to the Division on the findings of an internal review of policies and procedures, including the improvements that have been made to compliance training. Fidelity said in a statement, “Fidelity fully cooperated with the Massachusetts Securities Division. As acknowledged by the MSD, Fidelity has already addressed the issue and has made enhancements to its system for approving customers for options trading.”

Fidelity Investments Investments

464 Investments

Fidelity Investments has made 464 investments. Their latest investment was in Evozyne as part of their Series B on September 9, 2023.

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Fidelity Investments Investments Activity

investments chart

Fidelity Investments Portfolio Exits

176 Portfolio Exits

Fidelity Investments has 176 portfolio exits. Their latest portfolio exit was Instacart on September 19, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

9/19/2023

IPO

$99M

Public

13

9/11/2023

Reverse Merger

$99M

4

7/19/2023

IPO

$99M

Public

3

7/14/2023

IPO

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$99M

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10

7/14/2023

Acq - Pending

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$99M

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10

Date

9/19/2023

9/11/2023

7/19/2023

7/14/2023

7/14/2023

Exit

IPO

Reverse Merger

IPO

IPO

Acq - Pending

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

Public

Public

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Sources

13

4

3

10

10

Fidelity Investments Acquisitions

9 Acquisitions

Fidelity Investments acquired 9 companies. Their latest acquisition was Shoobx on January 10, 2023.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

1/10/2023

Seed / Angel

$99M

$10M

Acquired

18

10/23/2020

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$99M

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10

2/2/2015

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$99M

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10

10/17/2005

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$99M

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0

11/17/2004

Other Venture Capital

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$99M

$99M

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0

Date

1/10/2023

10/23/2020

2/2/2015

10/17/2005

11/17/2004

Investment Stage

Seed / Angel

Other Venture Capital

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$10M

$99M

Note

Acquired

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Sources

18

10

10

0

0

Fidelity Investments Fund History

3 Fund Histories

Fidelity Investments has 3 funds, including Women's Leadership Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

5/16/2018

Women's Leadership Fund

1

Crypto Fund

10

Fidelity Private Credit Fund

10

Closing Date

5/16/2018

Fund

Women's Leadership Fund

Crypto Fund

Fidelity Private Credit Fund

Fund Type

Status

Amount

Sources

1

10

10

Fidelity Investments Partners & Customers

10 Partners and customers

Fidelity Investments has 10 strategic partners and customers. Fidelity Investments recently partnered with Coinbase on July 7, 2023.

Date

Type

Business Partner

Country

News Snippet

Sources

7/1/2023

Partner

United States

Coinbase will be Fidelity’s surveillance partner for Bitcoin ETF

Securities and Exchange Commission Deems Nasdaq and Cboe Applications `` Inadequate '' Due to Lack of Surveillance-Sharing Agreement Disclosure

3

5/25/2023

Partner

United States

Bryant University Ushers in Bold New Era of Excellence and Innovation with Campus Expansion

`` Fidelity Investments and Bryant University have a more than 20-year relationship and , for roles located on our Smithfield campus , we hire more current and former Bryant students than from any other higher educational institution .

1

12/31/2022

Licensee

United States

1

10/19/2022

Partner

United States

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10

10/7/2022

Partner

United States

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10

Date

7/1/2023

5/25/2023

12/31/2022

10/19/2022

10/7/2022

Type

Partner

Partner

Licensee

Partner

Partner

Business Partner

Country

United States

United States

United States

United States

United States

News Snippet

Coinbase will be Fidelity’s surveillance partner for Bitcoin ETF

Securities and Exchange Commission Deems Nasdaq and Cboe Applications `` Inadequate '' Due to Lack of Surveillance-Sharing Agreement Disclosure

Bryant University Ushers in Bold New Era of Excellence and Innovation with Campus Expansion

`` Fidelity Investments and Bryant University have a more than 20-year relationship and , for roles located on our Smithfield campus , we hire more current and former Bryant students than from any other higher educational institution .

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Sources

3

1

1

10

10

Fidelity Investments Team

114 Team Members

Fidelity Investments has 114 team members, including current Chief Executive Officer, Abby Johnson.

Name

Work History

Title

Status

Abby Johnson

Chief Executive Officer

Current

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Name

Abby Johnson

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Work History

Title

Chief Executive Officer

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Status

Current

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