Mutual Fund

Fidelity Investments

Investment Details

Investor Type
Mutual Fund

Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital

Stage Focus
Early Stage, Growth, Late Stage, Buyout

Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods

Investment Size:
1,000,000 to 100,000,000 USD

Investor Details Founded: 1946

Fidelity Investments, established in 1946, is a leading multinational financial services corporation headquartered in Boston, Massachusetts. As one of the world's largest asset managers, Fidelity offers a comprehensive suite of services, including mutual funds, retirement plans, brokerage services, and wealth management. The firm manages assets totaling approximately $15.1 trillion as of 2024, serving over 40 million individual investors globally. Fidelity's commitment to innovation is evident in its early adoption of online services and continuous development of investment products tailored to diverse client needs. The company's influence extends across various sectors, making it a pivotal player in the global financial landscape.

Requirements
  • Accredited investor status
  • Minimum investment of $1 million
  • Alignment with Fidelity's investment strategies and sectors
Portfolio Companies
  • Uber Technologies
  • SpaceX
  • Airbnb
  • Stripe
  • Robinhood