
Investments
464Portfolio Exits
176Funds
3Partners & Customers
10About 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.

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Research containing Fidelity Investments
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CB Insights Intelligence Analysts have mentioned Fidelity Investments in 6 CB Insights research briefs, most recently on May 16, 2023.


Latest Fidelity Investments News
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.

Fidelity Investments Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
9/28/2023 | Series B | Evozyne | $81M | Yes | 3 | |
9/14/2023 | Series C | Generate Biomedicines | $273M | No | 4 | |
9/14/2023 | Series I | Databricks | $503.71M | No | 11 | |
8/23/2023 | Series B | |||||
8/21/2023 | Series B |
Date | 9/28/2023 | 9/14/2023 | 9/14/2023 | 8/23/2023 | 8/21/2023 |
---|---|---|---|---|---|
Round | Series B | Series C | Series I | Series B | Series B |
Company | Evozyne | Generate Biomedicines | Databricks | ||
Amount | $81M | $273M | $503.71M | ||
New? | Yes | No | No | ||
Co-Investors | |||||
Sources | 3 | 4 | 11 |
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 | Public | 13 | ||
9/11/2023 | Reverse Merger | 4 | |||
7/19/2023 | IPO | Public | 3 | ||
Date | 9/19/2023 | 9/11/2023 | 7/19/2023 | ||
---|---|---|---|---|---|
Exit | IPO | Reverse Merger | IPO | ||
Companies | |||||
Valuation | |||||
Acquirer | Public | Public | |||
Sources | 13 | 4 | 3 |
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 | $10M | Acquired | 18 | ||
10/23/2020 | ||||||
2/2/2015 | ||||||
10/17/2005 | ||||||
11/17/2004 | Other Venture Capital |
Date | 1/10/2023 | 10/23/2020 | 2/2/2015 | 10/17/2005 | 11/17/2004 |
---|---|---|---|---|---|
Investment Stage | Seed / Angel | Other Venture Capital | |||
Companies | |||||
Valuation | |||||
Total Funding | $10M | ||||
Note | Acquired | ||||
Sources | 18 |
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 | |||||
Fidelity Private Credit Fund |
Closing Date | 5/16/2018 | ||
---|---|---|---|
Fund | Women's Leadership Fund | Crypto Fund | Fidelity Private Credit Fund |
Fund Type | |||
Status | |||
Amount | |||
Sources | 1 |
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 | ||||
10/7/2022 | Partner |
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 | ||
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 . | |||
Sources | 3 | 1 | 1 |
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 | |
Name | Abby Johnson | ||||
---|---|---|---|---|---|
Work History | |||||
Title | Chief Executive Officer | ||||
Status | Current |
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