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.
Business Model Analysis
Annual Revenue: $37.7B
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'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 makes money from asset-based fees, advisory and managed-account fees, brokerage and spread revenue, workplace retirement administration, custody and clearing services, institutional services, and digital-asset offerings.
Asset-Based and Advisory Fees, Brokerage, Cash, and Transaction Economics, Workplace and Retirement Services, Custody, Clearing, and Institutional Services.
Fidelity wins because it combines trusted brand scale with direct customer relationships, workplace retirement distribution, asset management, brokerage, advice, clearing, custody, and technology in one private company.