Fidelity

Investment Management & Financial Servicesfidelityinvestments.ie

Fidelity Investments is a privately held global financial services firm offering asset management, brokerage, fund operations, and emerging digital asset services primarily to individual investors across 11 countries, with major operational hubs in Dublin and Galway, Ireland.

Company typePrivate
Founded1946
HeadquartersDublin, Ireland
Headcount5,001–10,000
GTM typeB2B and B2C
OfferingServices

What Fidelity does

Fidelity Investments is a privately held global financial services firm founded in 1946 and headquartered in Boston, Massachusetts, with operations across 11 countries. The firm provides investment management, wealth management, asset management, and brokerage services primarily to individual investors, and operates Ireland-based hubs in Dublin and Galway through FISC Ireland Ltd., Ireland having been the company's first international location. The firm is privately held, controlled through FMR LLC by the founding Johnson family, and does not publicly disclose detailed ownership or investor information.

The firm's core offerings include asset management services (mutual funds, ETFs, and portfolio management), fund and brokerage operations providing back-office fund administration, trading, and brokerage support, technology solutions that develop internal fintech and platform infrastructure, and an emerging crypto, digital assets, and Web3 services line. It also operates Fidelity European Trust (LON:FEV), a wholly owned European equities investment trust pursuing long-term growth through a bottom-up approach. Distribution is primarily direct-to-consumer, supplemented by field sales capabilities for enterprise clients, with consumer engagement supported across LinkedIn, Facebook, YouTube, Instagram, TikTok, and Glassdoor.

Fidelity's revenue model is anchored in asset management fees, brokerage commissions, and related financial services revenue tied to customer holdings, transactions, and product usage. Pricing details are not publicly disclosed, consistent with the company's private status. The firm has been consecutively recognized as one of Ireland's Best Employers from 2021-2026, received the LinkedIn Top Companies Ireland 2025 designation, and earned the Grand Prix 2026 and Long Term Commitment to Ireland Award from the Invest in Ireland Awards, alongside an Investors in Diversity Gold accreditation.

Fidelity firmographics

Firmographics

Name: Fidelity
Legal name: FISC Ireland Ltd.
Website: https://fidelityinvestments.ie
Company type: Private
Founded year: 1946
Operating status: Operating
Headcount range: 5,001–10,000 employees
Short description: Fidelity Investments is a privately held global financial services firm offering asset management, brokerage, fund operations, and emerging digital asset services primarily to individual investors across 11 countries, with major operational hubs in Dublin and Galway, Ireland.
Ownership category
akta.pro rank

Fidelity industry classification

Industry

Product category: Investment Management & Financial Services
NAICS: Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Open-End Investment Funds (525910)
SIC: Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
akta.pro primary industry: Index Mutual Funds (Non-ETF) (FSAAAEAE)
akta.pro secondary industries: Fund Services & NAV Support (Fund Accounting Interfaces) (FSAFALAJ), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Money Market Funds (FSAAAEAC)

Keywords

Investment management services
Asset management
Mutual funds
Wealth management
Financial services

Where Fidelity is headquartered

Location

Headquarters

HQ city: Dublin
HQ country: Ireland
HQ region: Europe

Offices3 records

Markets served

Fidelity business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Distribution channels1 record

Marketing channels6 records

Fidelity product offering

Product offering

Core offering

Fidelity provides investment management, asset management, and brokerage services to individual investors through mutual funds, ETFs, and portfolio management offerings. The firm also operates fund and brokerage back-office operations and an emerging set of crypto, digital assets, and Web3 services. Fidelity European Trust (LON:FEV) is operated as a subsidiary focusing on European equities.

Product overview

Fidelity is a diversified financial services firm offering a comprehensive portfolio of investment and wealth management products. The core offerings include asset management services (mutual funds and ETFs), fund and brokerage operations, and emerging digital asset services. The company also operates Fidelity European Trust, an investment trust focused on European equities. Fidelity operates globally with significant presence in Dublin and Galway, Ireland, providing technology-driven financial solutions to individual investors and institutional clients.

Differentiator

Problem solved

Functional benefit

Products and services

Asset Management Services

Companies that use Fidelity

Customer profile

Segments1 record

Ideal customer profiles2 records

Fidelity technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Fidelity partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Fidelity competitors and assessment

Company assessment

Direct peers

Charles Schwab: Major brokerage and wealth management firm competing with Fidelity across retail investing, retirement accounts, and asset management products, with overlapping fund families and trading platforms.
Invesco: Global investment management firm with active and passive funds (including QQQ), ETFs, and institutional services. Comparable to Fidelity across mutual funds, ETFs, and retirement products.
BlackRock: The world's largest asset manager and dominant ETF provider (iShares). Directly comparable to Fidelity in mutual funds, ETFs, institutional asset management, and increasingly in digital assets and private markets.
State Street Global Advisors: Asset management arm of State Street, known for SPDR ETFs and institutional index investing. Directly competes with Fidelity in passive products, ETFs, and institutional asset servicing.
Franklin Templeton: Global asset manager with mutual funds, ETFs, and alternative investments. Directly competes with Fidelity in retail and institutional asset management across multiple geographies including EMEA.
T. Rowe Price: Major global asset manager competing directly with Fidelity in active mutual funds, retirement plans, and institutional investment management, with similar target customer base.
Vanguard: One of the world's largest asset managers, primarily competing with Fidelity in mutual funds, ETFs, and retirement/wealth management for individual investors. Direct overlap in index and active fund products.

Emerging players

Coinbase: Leading cryptocurrency exchange and digital asset platform. Comparable to Fidelity's emerging Crypto, Digital Assets, and Web3 Services product line, with overlap in retail crypto trading and institutional custody.

Broad incumbents

JPMorgan Asset Management: Asset management division of JPMorgan Chase offering mutual funds, ETFs, and institutional investment services. Comparable to Fidelity across retail and institutional channels with the backing of a larger universal bank.
Morgan Stanley Investment Management: Investment management arm of Morgan Stanley offering actively managed funds, alternatives, and wealth solutions. Overlaps with Fidelity in asset management, retirement, and high-net-worth advisory services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

Fidelity financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Fidelity leadership team

Management profile

Number of profiles

Profiles7 records

Fidelity subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Fidelity funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Fidelity M&A and investment

M&A and investment

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fidelity

What does Fidelity do?

Is Fidelity a public or private company?

Fidelity is a private company. It is classified as family owned and is currently operating.

When was Fidelity founded?

Fidelity was founded in 1946. It employs 5,001 to 10,000 people.

Where is Fidelity based?

Fidelity is headquartered in Dublin, Ireland, in the Europe region.

Who are Fidelity's main competitors?

Direct peers on record are Charles Schwab, Invesco, BlackRock, State Street Global Advisors, Franklin Templeton, T. Rowe Price and Vanguard. Coinbase is listed as an emerging player. Broad incumbents are JPMorgan Asset Management and Morgan Stanley Investment Management.

Does Fidelity have an API?

No public API is recorded for Fidelity.

What industry is Fidelity in?

Fidelity's product category is Investment Management & Financial Services. Its primary akta.pro industry code is FSAAAEAE, Index Mutual Funds (Non-ETF), with a secondary code of FSAFALAJ, Fund Services & NAV Support (Fund Accounting Interfaces). Its NAICS code is 523940 and its SIC code is 6282.