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Fidelity Investments

Fidelity Investments
LENDER SERVICE
1946 FOUNDED
40,000 PROFESSIONALS
22 FINANCED COMPANIES
9 FINANCINGS
9 SERVICED INVESTORS
Description

Founded in 1946, Fidelity Investments is a financing advisory firm based out of Boston, Massachusetts. The firm provides services such as brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services. The firm manages equity, fixed income, and balanced mutual funds. As an investor firm invests in the public equity and fixed income markets across the globe.

Year Founded
1946
Service Provider Type
Lender
Primary Office
  • 245 Summer Street
  • Boston, MA 02210
  • United States

+1 (617) 000-0000

Fidelity Investments Financings (9)

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Jaggaer Aug 2019 00000 0000000
0000 000000 000000 Oct 2017 00000 0000000
000000000 000000 0 Nov 2016 00000 0000000
0000000 00000000 Apr 2016 00000 0000000
000 0000000 000000 Sep 2013 00000 0000000
0*00000 Aug 2012 00000 0000000
000000 00000000 Dec 2002 00000 0000000
Adelphia Communications May 2002 00000 0000000
Monterey Design Systems Dec 2000 00000 0000000
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Fidelity Investments Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Fidelity Investments Co-Lenders (54)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
3i Group Lender London, United Kingdom 1 00000
00|00 00000000 Lender Carmel, IN 0 00000
00000 000 00000000 Financing Advisory Cedar Rapids, IA 0 00000
00000000 000000000 Other Service Provider Type Northbrook, IL 0 00000
00000000 0000000 ( Business Development Company Washington, DC 0 00000
000000000 0000000 Lender New York, NY 0 00.00
000000, 000000 & 0 LP Consultants New York, NY 0 00000
0000000 0000000 Lender Chicago, IL 0 00.00
Apollo Investment Business Development Company New York, NY 1 00000
Ares Credit Group Lender Los Angeles, CA 1 00.00
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Fidelity Investments Subsidiaries (7)

Company Name Industry Location Founded
eMoney Advisor Other Financial Services Conshohocken, PA 2000
0000 0000000000 00 Other Communications and Networking London, United Kingdom 0000
00000000 000000000 Financing Advisory Tonbridge, United Kingdom 0000
0-00000 0000000 00 Venture Capital Cambridge, MA 0000
0000000000 0000000 PE/Buyout Boston, MA 0000
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Fidelity Investments Team (65)

Name Title Related Financings Office Contact
Info
Abigail Johnson President, Chairman & Chief Executive Officer 0 Boston, MA
Michael Durbin President, Fidelity Wealth Technologies Boston, MA
Michael Wilens President of Enterprise Services Boston, MA
Nancy Prior President of Investments Income Division 0 Boston, MA
Kathleen Murphy JD President of Personal Investing Boston, MA

13 Former Team Members

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Fidelity Investments Board Members (3)

Name Representing Role Since Contact
Info
Abigail Johnson Fidelity Investments President, Chairman & Chief Executive Officer 000 0000
Edward Johnson III Fidelity Investments Chairman Emeritus 000 0000
Robert Reynolds Ph.D Fidelity Investments Chairman & Chief Operating Officer 000 0000