Fidelity Investments is one of the largest privately held financial services corporations in the United States, specializing in asset management, brokerage services, and retirement planning. Headquartered in Boston, Massachusetts, the firm manages approximately $5.8 trillion in discretionary assets and $15.1 trillion in total assets under administration as of December 2024.
The company serves over 40 million individual investors and more than 28,800 businesses, making it one of the world's two largest mutual fund companies. Fidelity operates as a diversified financial institution offering investment management, wealth management, retirement services, and institutional financial services across the United States.
