COMPANY INFO
Fidelity Investments, officially known as Fidelity Management & Research Company (FMR), was founded in 1946 by Edward C. Johnson II. It is a private financial services company headquartered in Boston, Massachusetts, with approximately 77,000 employees as of 2024, offering investment management, brokerage, retirement services, and wealth management globally through its website fidelity.com.
Fidelity Investments, officially known as Fidelity Management & Research Company (FMR), is a private financial services powerhouse founded in 1946 by Edward C. Johnson II. Headquartered in Boston, Massachusetts, and employing over 77,000 people as of 2024, Fidelity Investments operates globally across investment management, brokerage, retirement services, and wealth management. The company is widely recognized for its innovation in the financial services industry and its expansive reach, supporting millions of investors worldwide.
Fidelity Investments funding efforts have been strategic and robust, with funding over 30 rounds that include 27 Post IPO rounds and 3 Debt rounds. Since inception, Fidelity Investments has raised substantial capital, with the largest single round being an $818 million Post IPO round in March 2023. While specific round purposes are often undisclosed, these Post IPO and Debt financings underpin Fidelity’s enduring growth, global expansion, and investment in new financial products such as digital assets. Key institutional investors, including Wells Fargo, have been instrumental in bolstering Fidelity Investments' financial foundation, helping the company maintain its leadership in the financial services industry.
This most recent Post IPO round reinforces Fidelity Investments’ ongoing commitment to capital efficiency and operational flexibility, supporting continued innovation and expansion in its core business segments.
In this funding round, Fidelity Investments secured additional resources to further its product offerings and accelerate digital transformation initiatives, including its digital assets and personalized financial services.
The largest funding round to date, this capital infusion was used to strengthen Fidelity Investments’ balance sheet, expand market reach, and fuel research and development in emerging financial technologies and services.
Wells Fargo is a leading U.S. financial services company and one of Fidelity Investments’ major institutional backers. Their involvement underscores confidence in Fidelity Investments' funding strategy and supports the company’s capacity for large-scale financial innovation.
Oxeon Partners is an influential healthcare and financial investment firm. As a key investor, Oxeon Partners plays an advisory role in guiding Fidelity Investments’ investment strategies and collaborative ventures within the broader financial sector.
Burman Family Holdings represents long-term, strategic investment in Fidelity Investments, providing patient capital and strategic guidance to support sustainable growth and product diversification.
These institutional investors collectively contribute expertise, capital, and network access to reinforce Fidelity Investments’ resilience and position in an evolving global finance marketplace.
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