Fidelity Investments
Invest today and plan for tomorrow
Fidelity Investments is a large financial services firm offering a broad range of products including brokerage accounts, retirement plans (IRA, 401k), HSAs, 529 education savings accounts, and wealth management services. The platform supports individual investors and businesses with tools for trading, investing, and financial planning. Fidelity also provides access to dedicated advisors for personalized wealth management strategies.
Users open accounts (brokerage, IRA, HSA, 529, etc.) with no account fees or minimums and can trade US stocks and ETFs commission-free, invest on their own or through managed options, and access advisory services.
Individual investors, retirees, and businesses seeking financial planning and investment services
Background.
- Status
- launched
- Business model
- freemium
- Company
- Fidelity Investments
Similar projects.
Editorial take on the space this project sits in — momentum signals, adjacent moves, our call on whether the wedge is real. Get pinged when we publish a new read or when the landscape shifts.
Have a take on this space?
Tell us what you’d build differently, where you think the incumbents miss, or what we’ve gotten wrong about this project. Comments + reactions are coming soon.