Fidelity

Company

Investment-firm

Last deal

$2M

Amount

Venture - Series Unknown

Stage

07.02.2024

Date

3

all rounds

$166.33M

Total amount

Financing round

General

About Company
Fidelity is a privately-owned investment manager that offers a wide range of financial services.

Industry

Sector :

Subsector :

Also Known As

Fidelity Investments, Fidelity Management & Research, FMR, Fidelity Investments, Inc.

founded date

01.01.1946

Number of employees

Last funding type

Venture - Series Unknown

IPO status

Private

Description

Fidelity is a privately-owned investment manager that provides a diverse set of financial services to individual investors, businesses, financial advisors, and institutions. Their services include investment management, retirement planning, estate planning, and life insurance. They manage equity, fixed income, and balanced mutual funds and conduct their own research for investment decisions. With headquarters in Boston and regional offices across the United States, Fidelity serves millions of customers and supports thousands of businesses and financial institutions with innovative investment and technology solutions.
Contacts

Phone number

Social url

Sub-Organizations
5
Fidelity Ventures

Fidelity Ventures

Fidelity Ventures is a venture capital firm that focuses on funding early-stage and growth equity technology companies.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Location

Boston, MA, USA

count Of Investments

91

count Of Exists

40
Fidelity Management and Research Company

Fidelity Management and Research Company

Fidelity Management and Research Company is a private investment manager that aims to make financial expertise accessible to everyone.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Location

Boston, MA, USA

count Of Investments

259

count Of Exists

25
Fidelity Labs

Fidelity Labs

Fidelity Labs is an in-house software incubator and digital studio for Fidelity Investments.

Sector

Software and Computer Services

Subsector

Software

Location

Boston, MA, USA
Similar Companies
1000
Fidelity Management and Research Company

Fidelity Management and Research Company

Fidelity Management and Research Company is a private investment manager that aims to make financial expertise accessible to everyone.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Location

Boston, MA, USA

count Of Investments

257

count Of Exists

25
Fidelity Canada

Fidelity Canada

Fidelity Canada is a leading provider of financial services, helping Canadians achieve their investment and savings goals.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Location

Toronto, ON, Canada

total rounds

2

count Of Investments

6
Fidelity International

Fidelity International

Fidelity International provides investment solutions and retirement expertise globally.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Location

London, UK
IEQ Capital

IEQ Capital

IEQ Capital is a Registered Investment Advisor with $17.7 billion in assets under management.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Asset Management

Location

West Los Angeles, Los Angeles, CA, USA

total rounds

1

Financials

Funding Rounds
11
3

Number of Funding Rounds

$166.33M

Money Raised

Their latest funding was raised on 07.02.2024. Their latest investor Scott Barber. Their latest round Venture - Series Unknown

Date 
Funding Round 
Investors 
Money Raised 
Lead 
07.02.2024
1
$2M
28.12.2023
1
$2.5M
03.05.2021
1
$17.5M
Investments
137
Date 
name 
Lead 
type 
Raised 
Applied Intuition

Applied Intuition

Applied Intuition is a technology company that provides advanced simulation and infrastructure tools for the autonomous vehicle industry.

Sector

Software and Computer Services

Subsector

Software

Keywords

Software, Semiconductors, Information Technology

Location

Mountain View, CA, USA

total rounds

8

total raised

$901.5M
Figma

Figma

Figma is a design platform for teams who build products together.

Sector

General Industrials

Subsector

Diversified Industrials

Keywords

Software

Location

San Francisco, CA, USA

total rounds

8

total raised

$549.13M

count Of Investments

2
Cardurion Pharmaceuticals

Cardurion Pharmaceuticals

Cardurion is a biotechnology company that develops therapeutics for cardiovascular diseases.

Sector

Pharmaceuticals and Biotechnology

Subsector

Biotechnology

Keywords

Biotechnology, Health Care, Life Science

Location

Boston, MA, USA

total rounds

6

total raised

$603.15M
Co-Investors
Investors
1
0

Number of lead investors

1

Number of investors

Investor 
Lead 
Round 
Partners 
No
Secondary Market, Venture - Series Unknown
Scott Barber

Scott Barber

count Of Investments

7
Acquisitions
3
Acquiree Name 
Date 
Price 
Acquisition Name 
Shoobx acquired by Fidelity

Shoobx acquired by Fidelity

acquirer

Fidelity
Fidelity

date

10.01.2023

type

Acquisition
Shoobx

Shoobx

Shoobx simplifies venture financing for startups, private companies, and investors.

Sector

Industrial Support Services

Subsector

Professional Business Support Services

Location

Boston, MA, USA

total rounds

2

total raised

$10M
eMoney Advisor acquired by Fidelity

eMoney Advisor acquired by Fidelity

acquirer

Fidelity
Fidelity

date

02.02.2015

type

Acquisition
eMoney Advisor

eMoney Advisor

eMoney Advisor provides web-based wealth-planning tools for financial services firms and individuals.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Keywords

Financial Services, Wealth Management, Information Technology

Location

Conshohocken, PA 19428, USA
SinoSheen Internet Investments acquired by Fidelity

SinoSheen Internet Investments acquired by Fidelity

acquirer

Fidelity
Fidelity

date

01.04.2006

type

Acquisition

price

$52.5M
SinoSheen Internet Investments

SinoSheen Internet Investments

SineSheen Investments is a company that invests in tech companies and real estate.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Location

Hong Kong Island, Hong Kong

total rounds

1

total raised

$6M
Exits
24
BridgeCo

BridgeCo

Microchip provides Microcontroller and Analog Semiconductors, enabling faster time to market and lower total system cost.

Sector

Technology Hardware and Equipment

Subsector

Semiconductors

Keywords

Semiconductors, Manufacturing, Software

Location

Dübendorf, Switzerland

total rounds

6

total raised

$82.8M
Aduro BioTech

Aduro BioTech

Aduro BioTech develops and sells therapies that use the body's immune system to treat diseases.

Sector

Pharmaceuticals and Biotechnology

Subsector

Biotechnology

Keywords

Biotechnology, Health Care, Biopharma

Location

Berkeley, CA, USA

total rounds

12

total raised

$359.66M
Kolltan Pharmaceuticals

Kolltan Pharmaceuticals

Kolltan Pharmaceuticals develops new-generation monoclonal antibody oncology therapeutics.

Sector

Pharmaceuticals and Biotechnology

Subsector

Biotechnology

Keywords

Biotechnology, Internet, Pharmaceuticals

Location

New Haven, CT, USA

total rounds

6

total raised

$146M

People

Employee Profiles
11455

Phil Hannafin

Senior manager, analytics and insights

Wesley Mccray

Senior talent acquisition consultant

Joe Stearns

Director, business development at fidelity family office

Ellie Bullitt

Vp, regional account executive

Brett Rome

Managing director

Darius Mcmillan

Financial consultant

Michelle Hoerber

Equity quant analyst, fmr equity

Samir Kelwada

Director, data analysis

Activity

Recent News
131
News Timeline

The graph reveals the ratio (%) of positive news articles in a chosen time range

week