Fidelity Investments
Explore Fidelity Investments
Core profile pages, annual revenue records, and related research hubs for this company.
Fidelity Investments
Explore Fidelity Investments
Core profile pages, annual revenue records, and related research hubs for this company.
Acquisitions
0
Total Acquisitions
Fidelity's growth strategy is to deepen customer relationships across life stages: workplace savings, brokerage, planning, managed accounts, institutional custody, and digital assets. The firm is also investing in AI, digital service, cybersecurity, and platform simplification.
Fidelity's business model is built on scale across client assets, accounts, workplace relationships, and technology platforms. Revenue comes from asset-based management and advisory fees, retirement-plan administration, brokerage economics, cash spreads, custody and clearing services, and institutional products. The model benefits when customer assets and engagement grow.
Fidelity has no major acquisition list in this refreshed profile; the larger story is organic expansion and strategic pivots.
The pivot gave Fidelity multiple customer touchpoints and more durable platform economics.
Fidelity's growth strategy is to deepen customer relationships across life stages: workplace savings, brokerage, planning, managed accounts, institutional custody, and digital assets. The firm is also investing in AI, digital service, cybersecurity, and platform simplification.