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Fidelity - Company Profile

All the data and insights you need on Fidelity in one report.

  • • Save hours of research time and resources with our up-to-date Fidelity Strategy Report
  • • Understand Fidelity's position in the market, performance, and strategic initiatives
  • • Gain competitive edge and increase your chances of success

Fidelity Profile Overview

About Fidelity

Fidelity is a premier financial services corporation, recognized for empowering individuals and institutions with investment resources and tools that help them achieve their financial goals. With a commitment to customer service and innovation, Fidelity has established itself as a trusted partner for millions of investors worldwide. The company offers a broad spectrum of investment options, including mutual funds, retirement accounts, and brokerage services, enabling clients to navigate the complexities of the financial market efficiently.

Fidelity Executives

  • Abigail Johnson - Chairman and CEO
  • Timothy McCarthy - CFO
  • Kathleen Murphy - President of Personal Investing

Fidelity Locations and Subsidiaries

  • Headquarters: Boston, Massachusetts, USA
  • Branch Locations: Over 200 branches across the United States

Fidelity Business Segments

  • Wealth Management
  • Retirement Services
  • Brokerage and Trading Services

What’s included in this Fidelity company profile report?

  • 1. Company

    Fidelity

  • 2. Financials

    Comprehensive financial overview including revenue figures, profit margins, and balance sheet highlights.

  • 3. Competitors

    Key competitors include Charles Schwab, Vanguard, and Merrill Edge.

  • 4. Swot Analysis

    SWOT analysis emphasizing Fidelity's strengths in brand loyalty, technology adoption, and broad service offerings against threats of fintech disruptors.

  • 5. Growth Factors

    Growth factors such as an increase in retirement plan adoption, expansion of digital investment platforms, and a rising trend in sustainable investing.

  • 6. Hiring Strategy

    Fidelity's hiring strategy prioritizes diverse talent acquisition, with a focus on technology, customer service, and financial expertise.

  • 7. Business Strategy

    Fidelity's business strategy centers on technological innovation, customer-centric solutions, and expanding into emerging markets.

  • 8. Key Business Areas

    Primary focus areas include enhancing customer engagement platforms, expanding product offerings, and optimizing operational efficiency.

  • 9. Digital Ads Strategy

    Fidelity's digital advertising strategy involves targeted advertising, content marketing campaigns, and robust social media engagement.

  • 10. Competition Analysis

    In-depth analysis of the competitive landscape within the financial services sector, outlining Fidelity's strategic advantages and market positioning.

  • 11. Social Media Listening

    Insights gleaned from social media listening indicate customer preferences for personalized investment services and sustainable investment options.