How Much Did fidelity Raise? Funding & Key Investors

Date August 22, 2025
F

fidelity

COMPANY INFO

The actual company name is Fidelity Investments, founded in 1946 by Edward C. Johnson II. It has approximately 77,000 employees as of 2024, operates in the financial services industry, and its website is fidelity.com. Fidelity Investments is one of the largest asset managers in the world, providing a wide range of financial services including investment management, retirement planning, brokerage services, and wealth management. The company is headquartered in Boston, Massachusetts, and is known for its extensive mutual funds, 401(k) plans, and innovative financial products.

How Much Did Fidelity Investments Raise? Funding & Rounds and Investors

Fidelity Investments is one of the world’s largest asset management and financial services companies. Founded in 1946 by Edward C. Johnson II, Fidelity Investments is headquartered in Boston, Massachusetts, and employs approximately 77,000 people as of 2024. Operating in the financial services industry, the company offers a wide array of products and services including investment management, retirement planning, brokerage services, mutual funds, 401(k) plans, and wealth management solutions.

Fidelity Investments funding history is both extensive and unique, reflecting its position as a financial industry powerhouse. Over its long-standing history, Fidelity Investments has raised funding over 30 rounds, including 27 Post IPO rounds and 3 Debt rounds. Notably, the company's largest funding round was a Post IPO round of $818 million on March 31, 2023, with its most recent funding round being a Post IPO round of $248,000 on January 16, 2024. Fidelity Investments funding strategy is rooted in continual growth and sustained expansion, primarily leveraging large-scale Post IPO investments, as well as targeted venture capital funds focused on late-stage private companies.

Funding Rounds

Post IPO - $248K - 2024-01-16

This Post IPO funding round was part of Fidelity Investments' ongoing efforts to support business operations and drive future growth.

Post IPO - $14.1M - 2023-10-31

This round focused on expanding Fidelity Investments' business capabilities, enabling further enhancement of its financial services portfolio.

Post IPO - $818M - 2023-03-31

The largest Post IPO round to date, this $818 million investment supported major growth initiatives and the strengthening of Fidelity Investments’ global presence.

Post IPO - $175M - 2022-08-10

This funding round was targeted at scaling company operations and supporting various business divisions' expansion needs.

Post IPO - $334M - 2022-04-08

Raised for strategic investments, this round enhanced Fidelity Investments’ position in the financial sector and allowed for targeted innovation.

Venture Capital Fund I - $250M - 2024-09-30

The final close of Fidelity Venture Capital Fund I brought in $250 million, attracting high net-worth individuals, family offices, and registered investment advisers. The fund is designed to invest in mid to late-stage private companies within the technology, media, and telecommunications sectors.

Key Investors

Wells Fargo

Wells Fargo is a diversified financial services company and a key institutional investor in Fidelity Investments funding rounds, often participating in large Post IPO investments and supporting Fidelity’s continued growth.

BlackRock Inc.

BlackRock, the world’s largest asset manager, has contributed significant investment to Fidelity Investments, strengthening ties between the two financial giants in various funding rounds.

Vanguard Group Inc.

Vanguard is a global investment management firm and plays a major role as an investor in Fidelity Investments by supporting its funding rounds and expansion strategies.

Windacre Partnership LLC

Windacre Partnership is involved as an institutional investor, providing both capital and industry insight to support Fidelity Investments’ long-term objectives.

State Street Corporation

State Street, a leading provider of financial services to institutional investors, has backed Fidelity Investments with sizable funding and strategic investment decisions.

Charles Schwab Investment Management Inc.

Charles Schwab Investment Management is a leading institutional investor in Fidelity Investments, participating in multiple funding rounds and helping fuel the company's ongoing growth and innovation.

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