Fidelity - Company Profile
Save hours of research with our analyst-prepared profile on Fidelity. Get financials, SWOT, and competitor insights in one place—your competitors might already have it.
Financial Analysis and Report
Fidelity is a premier financial services company providing investment management, retirement services, and brokerage solutions tailored to individual and institutional clients. Established in 1946, Fidelity has been a pioneer in personal finance, helping millions of investors achieve their financial goals.
Visual Insights
Fidelity Revenue Growth
Fidelity Market Distribution
Request the full company profile on Fidelity and save hours of research with ready-to-use insights.
About Fidelity
Fidelity has a rich history of innovation in the financial sector, leading the way in technologies that empower investors and promote financial literacy.
| Detail | Information |
|---|---|
| Founding Year | 1946 |
| Headquarters | Boston, Massachusetts, USA |
| Industry | Financial Services |
Key Executives
Fidelity's executive leadership brings decades of experience in finance, technology, and customer service.
| Name | Position |
|---|---|
| Abigail Johnson | Chairman and CEO |
| Ken A. Hevert | SVP, Retirement Income and Investment Strategy |
| Diane C. Ralston | Senior Vice President, Marketing |
Business Segments
Fidelity operates across several business segments to meet diverse client needs ranging from everyday investors to large institutions.
| Segment | Description |
|---|---|
| Investment Management | Management of mutual funds and other investment vehicles. |
| Wealth Management | Customized financial strategies and investment advice. |
| Retirement Services | Solutions and education for retirement planning. |
Company Financials
Fidelity has shown strong financial performance with consistent revenue growth and a sizable asset portfolio.
| Metric | Value |
|---|---|
| Total Revenue (2022) | $24.3 billion |
| Net Income (2022) | $5.9 billion |
| Assets Under Management | $4.3 trillion |
SWOT Analysis
Fidelity's competitive analysis reveals a solid standing in strengths but highlights the need to stay vigilant against industry challenges.
| Strengths | Weaknesses | Opportunities | Threats |
|---|---|---|---|
| Strengths | Strong brand reputation and wide range of services. | ||
| Weaknesses | High competition in the financial services sector. | ||
| Opportunities | Growth in digital advice platforms and international expansion. | ||
| Threats | Increased regulatory scrutiny and market volatility. |
Competitive Landscape
Fidelity remains a strong contender amidst a changing competitive landscape, leveraging its diversified services.
| Competitor | Market Position |
|---|---|
| Charles Schwab | Aggressive in low-cost investing. |
| Vanguard | Leader in index fund investing. |
| Morgan Stanley | Strong presence in wealth management. |
Get a Detailed Financial Analysis of Fidelity
- ✔ Access Fidelity’s revenue, profitability, and growth metrics.
- ✔ Benchmark financials against key competitors.
- ✔ Forecast future performance with reliable market models.
- ✔ Make informed investment and strategic decisions.