Buyer
Fidelity (Personal)
Workplace + retail + RIA custody triad.
Sector footprint
One company, every side of the market
WealthThis site
Fidelity (Personal)
Workplace + retail + RIA custody triad.
Capability matrix
| Capability | Fidelity (Personal) |
|---|---|
| managed | ● |
| planning | ● |
| banking | ● |
| lending | ● |
| insurance | ● |
Parent organization
Fidelity (Personal)
Founded
Not yet sourced
Scale
$4.7T AUM
Companies alongside it
Peers grouped as discount — the nearest comparables in the same part of the market.