How to Invest in Fidelity Investments in 2026: A Realistic Guide
No, Fidelity Investments is not publicly traded. Retail investors usually have to look at public peers, or at private secondary markets for accredited investors if a Fidelity listing is available.
Fidelity Investments is back in the spotlight because it keeps expanding in areas retail investors care about: brokerage, retirement, custody, advisor tools, and digital assets. In the past year alone, it has rolled out new ETF share classes, launched a stablecoin, and kept pushing deeper into workplace and wealth management.
That makes the question easy to understand: if Fidelity is this big and this active, how can you invest in it? The short answer is that you usually can’t buy Fidelity stock on an exchange today, so the realistic paths are indirect ownership through public peers or, for accredited investors, limited access through private secondary markets. Here’s what that actually means.
What is Fidelity Investments?
Fidelity Investments is a broad financial services platform founded in 1946 and headquartered at 245 Summer Street in Boston, Massachusetts. Its businesses include asset management, brokerage, retirement recordkeeping, clearing and custody, wealth management, and digital asset services. Fidelity says it serves individual investors, employers, advisors, and institutions.
The scale is huge. In its 2025 Annual Report, Fidelity reported $37.7 billion in revenue, $24.9 billion in operating expense, $12.7 billion in operating income, $18.0 trillion in assets under administration, and $7.1 trillion in managed assets. The company also says it has 80,000+ associates, which helps explain why it matters so much across retirement, workplace plans, and advisor platforms.
