Fidelity Investments, Inc.

Fidelity Investments, Inc.

Fidelity Investments, Inc.

Overview
Date Founded

1973

Headquarters

245 Summer Street, Boston, 02210, United States

Type of Company

Private

Employees (Worldwide)

41.4K

Industries

Investment Services & Portfolio Management
Internet Software & Services
Securities & Commodities Exchanges
IT Consulting & Services
Accounting & Financial Services
Other Business & Consulting Services

Company Description

FMR LLC (Fidelity Management and Research) or Fidelity Investments is an American multinational financial services corporation. It is one of the largest mutual fund and financial services groups in the world. Founded in 1946, the company has since served North American investors. Fidelity Ventures is its venture capital arm. Fidelity International Limited (FIL), was an international affiliate founded in 1969, serving most countries in the rest of the world. In September 2011, FIL was rebranded as 'Fidelity Worldwide Investment'. Fidelity Investments manages a large family of mutual funds provides fund distribution and investment advice services, as well as providing discount brokerage services, retirement services, wealth management, securities execution and clearance, life insurance and a number of other services.

Website

http://www.fidelity.com

Contact Data
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In The News
Plan Sponsor
January 16, 2020
Investment Product and Service Launches
The Boston Globe
January 16, 2020
Fidelity's 'bond queen' will retire
Tampa Bay Times
January 15, 2020
Tax-free bonds remain a popular investment
Tampa Bay Times
January 15, 2020
Negative sentiments grow among investors
Business Wire
January 15, 2020
Fidelity® Continues to Expand and Diversify Its Asset Management Capabilities With Launch of New Bond Model Portfolios; Fidelity's New Suite of Models for Financial Advisors Includes Four Fixed Income Strategies Using Mutual Funds and ETFs; New Model Port

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Executives & Employees
See More
Franco Desantis

Founder

Jeffery Piorkowski

Founder

Jana Sonthi

Owner

Clive Moss

Owner

Howel Evans

Owner

Yvonne Sherry

Owner

Sandra Sparacino

Owner

Brian Jerome

Owner

Shantha Hallur

Proprietor

Abigail Johnson

Chairman & Chief Executive Officer

Board of Directors
Abigail Johnson

Chairman & Chief Executive Officer at Fidelity Investments, Inc.

Gerard J. McGraw

Chief Financial Officer & Director at Fidelity Investments, Inc.

John J. Remondi

Director & Executive Vice President at Fidelity Investments, Inc.

James C. Curvey

Former President & Chief Operating Officer at Fidelity Investments, Inc.

Michael Engber Wilens

President, Enterprise Services Business at Fidelity Investments, Inc.

Edward C. Johnson IV

President at Pembroke Real Estate LLC

Edward Crosby Johnson III

Former HNW Case Manager at Fidelity Investments, Inc.

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Fidelity Investments, Inc.
Recent Transactions
Details Hidden

Fidelity Investments, Inc. raised money in a private placement transaction

Details Hidden

Fidelity Investments, Inc. raised money in a private placement transaction

Details Hidden

Fidelity Investments, Inc. raised money in a private placement transaction

Transaction Clients
The Trade Desk, Inc.

Advised on The Trade Desk, Inc. issued Class A Voting Common Stock

Transaction Advisors
Legal Advisor
A&L Goodbody

Advised onAlkermes Plc issued Ordinary Shares

Legal Advisor
Akerman LLP

Advised onFiesta Restaurant Group, Inc. issued Common Stock

Legal Advisor
Cadwalader, Wickersham & Taft LLP

Advised onAlkermes Plc issued Ordinary Shares

Legal Advisor
Joshua Apfelroth

Advised onAlkermes Plc issued Ordinary Shares

Associate
Lisa A. Atkins

Advised onAlkermes Plc issued Ordinary Shares

Chair, Restaurant Sector Team
Wayne A. Wald

Advised onFiesta Restaurant Group, Inc. issued Common Stock
Advisors & Consultants
Consultant
The Energy Project

The Energy Project energizes people and transforms companies, offering a detailed blueprint for fueling a fully engaged workforce. Drawing on the multidisciplinary science of high performance, we do this at three levels: We train people to perform sustainably at the highest levels by more skillfully managing their energy across four dimensions: physical, emotional, mental and spiritual to develop actionable strategies that help them to become more energized, focused and productive. We teach leaders to become Chief Energy Officers, who mobilize, inspire, focus, direct and regularly recharge the energy of those they lead. We partner with companies to help them better meet the core needs of their employees, so they’re freed, fueled and inspired to bring the best of themselves to work every day. Demand is exceeding our capacity. Time is the resource we’ve traditionally relied on to get more done. The problem with time is that it’s finite, and most of us no longer have additional hours left to invest at work. Energy, by contrast, can be expanded and regularly renewed. Drawing on the multidisciplinary science of high performance, The Energy Project has developed a set of simple principles and highly actionable practices for more effectively managing energy to drive higher levels of engagement, productivity, and innovation. Our clients range from companies such as Google, Coca Cola, Target, Sony, Ernst & Young, and Pfizer to organizations such as the Los Angeles Police Department, the Cleveland Clinic, Kipp Schools and many others.

Legal Advisor
Christopher A. Rose

Partner at Morgan, Lewis & Bockius LLP

Consultant
John A. Quelch

Honorary Consul General at Government of Morocco

Legal Advisor
Robert J. Alessi

Partner at DLA Piper
Clients
Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries. We offer investment consulting and retirement planning services through Morningstar Associates, LLC and Ibbotson Associates; registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. We also offer Morningstar® Managed Portfolios, an asset management service for financial advisors, through Morningstar Investment Services, Inc., a registered investment advisor, broker/dealer, and a subsidiary of Morningstar, Inc.

Signature Bank - New York

Signature Bank engages in the provision of commercial bank services. It operates through the Commercial Banking and Specialty Finance segments. The Commercial Banking segment comprises of commercial real estate lending, commercial and industrial lending, and commercial deposit gathering activities. The Specialty Finance segment consists of financing and leasing products. The company was founded by John Tamberlane, Scott Aaron Shay, and Joseph J. DePaolo in September 2000 and is headquartered in New York, NY.

Ladenburg Thalmann Financial Services, Inc.

Ladenburg Thalmann Financial Services, Inc. is a holding company, which engages in investment banking and research, institutional sales and trading, asset management services, wholesale life insurance brokerage, and trust services through its subsidiaries. It operates through the following segments: Independent Advisory and Brokerage Services; Ladenburg; and Insurance Brokerage. The Independent Advisory and Brokerage segment includes the investment advisory and brokerage services provided by independent advisory and brokerage subsidiaries. The Ladenburg segment comprises investment banking, sales and trading and asset management services, and investment activities. The Insurance Brokerage segment focuses in the wholesale insurance brokerage activities. The company was founded in February 1996 and is headquartered in Miami, FL.
Key Stats and Financials As of 2019
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$15.1B
Political Donations
$1,000
2014
John Larson

$1,000
2014
Martha Dubina Roby

$1,000
2014
Patrick Erin Murphy

Investments
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Malwarebytes Corp.

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Knox Industries, Inc.

Knox Industries, Inc. engages in the development of a digital asset risk management platform. The company is headquartered in Montreal, Canada.

Investors
Details Hidden
James C. Curvey

Former President & Chief Operating Officer at Fidelity Investments, Inc.

Details Hidden
Edward Crosby Johnson III

Former HNW Case Manager at Fidelity Investments, Inc.

Details Hidden
Abigail Johnson

Chairman & Chief Executive Officer at Fidelity Investments, Inc.

Suppliers
Envestnet, Inc. Engineering, Construction & Architecture | Chicago, IL

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the Envestnet and Envestnet/Yodlee business segments. The Envestnet segment provides wealth management software and services to empower financial advisors and institutions. The Envestnet/ Yodlee segment offers a data aggregation and data intelligence platform for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

Zip Co. Ltd. Consumer Finance | Sydney, NS

Zip Co. Ltd. provides integrated solutions to small, medium and enterprise merchants across numerous industries, both online and in-store. It offers point-of-sale credit and digital payment services to consumers and merchants. The company was founded on June 24, 2013 and is headquartered in Sydney, Australia.

Appian Corp. Industrial Machinery & Manufacturing | Reston, VA

Appian Corp. provides business process management (BPM) solutions. Its BPM tools automate and measures business processes. The firm's products include BPM software, case management, mobile application development, and platform-as-a-service. The company was founded by Matt Calkins, Robert C. Kramer, Marc Wilson, and Michael Beckley in 1999 and is headquartered in Reston, VA.

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