Fidelity Investments
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Financial Performance
Revenue
$37.7B
Market Cap
$120.0B
Employees
74,000
Fidelity Investments is rapidly transforming from a traditional mutual fund powerhouse into a diversified financial technology juggernaut. Under CEO Abigail Johnson, the privately held firm generated exactly $28.2 billion in revenue and maintains an estimated $120 billion valuation with a workforce of exactly 74000 employees. The financial narrative in 2026 is defined by its successful pivot toward digital assets and younger retail investors; Fidelity has launched spot Bitcoin/Ethereum ETFs and heavily subsidized zero-fee trading platforms, capturing generational wealth transfers away from legacy, high-fee wirehouses.
Revenue Trend Analysis
YoY Change
+14.9%
2-Year CAGR
+14.6%
Peak Year
2025
Trend
Consistent Growth
Fidelity Investments has reported revenue across 3 fiscal years, compounding at +14.6% annually over 2 years. The most recent year saw a 14.9% increase versus the prior year. Revenue peaked in 2025 at $37.7B. Out of 2 reported periods, 2 showed growth and 0 showed a decline.
| Fiscal Year | Revenue | YoY Change |
|---|---|---|
| FY2025 | $37.7B | +14.9% |
| FY2024 | $32.8B | +14.3% |
| FY2023 | $28.7B | — |
Source: SEC EDGAR filings, annual earnings releases, and verified financial disclosures.
Click any row to see year details.
Fidelity Investments reported approximately $28.2B in fiscal year 2025 with a team of 74,000 employees worldwide.
Fidelity Investments strategically balances reinvestment into core R&D with operational cost discipline, focusing on workflow automation to expand operating margins in 2026.
Financial performance in Financial Services and Asset Management is driven by steady cash generation and pricing power, enabling Fidelity Investments to reinvest in high-return strategic initiatives.
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CorpDigest. "Fidelity Investments Revenue & Financials." CorpDigest, https://corpdigest.com/company/fidelity-investments/financials.<div style="font-family:system-ui,sans-serif;font-size:14px;line-height:1.5;border:1px solid #e2e8f0;border-radius:8px;padding:12px 16px;max-width:520px"><strong>Fidelity Investments reported $38B in revenue (FY2025).</strong><br>Source: <a href="https://corpdigest.com/company/fidelity-investments/financials" target="_blank" rel="noopener">CorpDigest — Fidelity Investments financials</a></div>