{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/fidelity-com","markdownUrl":"https://nowen.ai/agents/fidelity-com.md","jsonUrl":"https://nowen.ai/agents/fidelity-com.json","name":"Fidelity Investments","nickname":"Fidelity","website":"https://www.fidelity.com","industry":"Wealth Management","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:21:14.038Z","summary":"Fidelity Investments is a leading financial services firm offering investment management and retirement planning for individuals and institutions.","description":"Fidelity Investments is a leading financial services company providing investment management, retirement planning, and wealth guidance for individuals and institutions. It offers guidance, educational resources, and research to help people plan, invest, and manage wealth across life stages, focusing on accessible tools and responsible investing.","mission":"To help people achieve financial security by offering trusted guidance, accessible investing, and practical planning tools.","directory":{"industryName":"Wealth Management","agentCount":17,"indexable":true,"hubUrl":"https://nowen.ai/industry/wealth-management"},"aiReaderFamilies":["Anthropic","Amazon"],"boonFrontDoor":{"url":"https://boon.ai/agents/fidelity-com","label":"Become a supplier to Fidelity Investments through Boon","sub":"Your AI agent prepares the application."},"products":[{"name":"Annuities","type":"Product","url":"https://www.fidelity.com/annuities/overview","summary":"Secure your financial future with flexible annuity options for retirement income.","description":"Fidelity's annuities provide retirement income solutions with a variety of payout options to fit long-term planning and wealth preservation.","pricing":{},"features":[{"name":"Lifetime Income Options","value":"Guarantee Income for Life","valueDescription":"Ensure financial security during retirement by opting for payment structures that provide a steady income stream for as long as you live."},{"name":"Diverse Payout Options","value":"Choose Your Payment Terms","valueDescription":"Tailor your retirement income strategy by selecting from a range of payout structures to meet your individual needs."},{"name":"Tax-Deferred Growth","value":"Grow Your Savings Tax-Free","valueDescription":"With annuity contracts, your earnings accumulate without immediate tax implications, enhancing your long-term investment potential."},{"name":"Investment Flexibility","value":"Tailor Your Investments","valueDescription":"Customize your annuity to align with your risk tolerance and financial goals, benefiting from a variety of investment options."},{"name":"Death Benefit Options","value":"Provide for Your Beneficiaries","valueDescription":"Safeguard your loved ones by guaranteeing a financial benefit from your annuity in the case of untimely death."}]},{"name":"Term Life Insurance","type":"Product","url":"https://www.fidelity.com/life-insurance/term-life-insurance/overview","summary":"Provides affordable coverage options for financial protection during a specific term.","description":"Term life insurance product offering affordable coverage for a specified term, with optional riders and conversion features.","pricing":{},"features":[{"name":"Affordable Premiums","value":"Focus on Budget-Friendly Options","valueDescription":"Get the protection you need without straining your financials."},{"name":"Flexible Term Lengths","value":"Select Desired Coverage Duration","valueDescription":"Opt for the term length that best matches your financial responsibilities and goals."},{"name":"Convertibility Option","value":"Easily Switch to Permanent Coverage","valueDescription":"Provides flexibility to adjust your coverage as your life circumstances change."},{"name":"Immediate Coverage","value":"Activate Coverage Without Delay","valueDescription":"Get instant peace of mind knowing your loved ones are protected from day one."},{"name":"Optional Riders","value":"Customize Your Coverage","valueDescription":"Tailor your policy to fit your unique needs and circumstances."}]},{"name":"Health Savings Accounts","type":"Product","url":"https://www.fidelity.com/go/hsa/why-hsa","summary":"Optimize your healthcare spending with a tax-advantaged Health Savings Account.","description":"Health savings account (HSA) enabling tax-advantaged saving for medical expenses with integrated tools.","pricing":{},"features":[{"name":"Tax Advantages","value":"Reduce Your Taxable Income","valueDescription":"Lowering your taxable income through HSA contributions offers significant savings, enhancing your overall financial wellness."},{"name":"Flexible Spending","value":"Easily Save and Invest","valueDescription":"Grow your savings through investments and make direct payments for medical expenses, simplifying your budgeting process."},{"name":"Rollover Feature","value":"Grow Your Savings Over Time","valueDescription":"The ability to roll over unspent funds empowers you to plan for long-term health costs, enhancing financial security."},{"name":"Integrated Tools","value":"Utilize Comprehensive Resources","valueDescription":"Accessing integrated tools helps you efficiently manage and plan your healthcare spending, ensuring informed financial decisions."}]},{"name":"Mutual Funds","type":"Product","url":"https://www.fidelity.com/mutual-funds/overview","summary":"Invest in professionally managed mutual funds for diverse portfolios.","description":"Mutual funds offering professionally managed, diversified portfolios across asset classes.","pricing":{},"features":[{"name":"Professional Management","value":"Access to Expertise","valueDescription":"Investment professionals analyze market trends and adjust portfolios to optimize returns."},{"name":"Diversification","value":"Reduces Investment Risk","valueDescription":"By investing in a mix of assets, mutual funds help mitigate the risks associated with individual stocks or bonds."},{"name":"Liquidity","value":"Easy Transactions","valueDescription":"Shares can be sold at the end of any trading day, providing liquidity that is advantageous for investors."},{"name":"Affordability","value":"Lower Minimum Investment","valueDescription":"This allows a wider range of investors to participate and build a diversified portfolio."},{"name":"Variety of Choices","value":"Diverse Fund Options","valueDescription":"Options include equity funds, bond funds, and balanced funds, catering to various risk appetites and objectives."}]},{"name":"ETFs","type":"Product","url":"https://www.fidelity.com/etfs/investing-in-etfs","summary":"Diversify your portfolio with flexible, low-cost ETFs that offer real-time trading.","description":"Exchange-traded funds offering diversified investments that trade on exchanges with intraday liquidity.","pricing":{},"features":[{"name":"Real-Time Trading","value":"Trade Anytime During Market Hours","valueDescription":"Enjoy the flexibility of buying or selling ETFs at any point during market hours, similar to stocks."},{"name":"Low Expense Ratios","value":"Minimize Investment Costs","valueDescription":"Lower costs mean more of your money stays invested, potentially enhancing long-term returns."},{"name":"Diversification","value":"Access to Broad Market Segments","valueDescription":"Invest in a diverse range of securities without purchasing each individually, reducing risk exposure."},{"name":"Tax Efficiency","value":"Minimize Capital Gains Taxes","valueDescription":"Efficient trading mechanisms in ETFs often lead to fewer taxable events."},{"name":"Accessibility","value":"Start Investing with Low Capital","valueDescription":"Begin investing in diversified portfolios with relatively small amounts of money."}]},{"name":"Direct Indexing","type":"Product","url":"https://www.fidelity.com/direct-indexing/overview","summary":"Customize Your Investments With Tax Efficiency.","description":"Direct indexing allows investors to create a customized portfolio by replicating an index while providing tax benefits through tax-loss harvesting and tax-efficient stock selection.","pricing":{},"features":[{"name":"Tax-Loss Harvesting","value":"Offset Taxes With Losses","valueDescription":"This feature allows investors to sell securities at a loss to offset capital gains, ultimately lowering tax liabilities."},{"name":"Custom Stock Selection","value":"Tailor Your Portfolio","valueDescription":"Investors can select specific stocks rather than traditional ETFs, allowing for a more personalized investment strategy."},{"name":"Index Replication","value":"Replicate Market Indices","valueDescription":"Investors can achieve desired market exposure with the flexibility to modify their portfolios as needed."},{"name":"Flexible Investment Strategies","value":"Implement Unique Strategies","valueDescription":"Finance professionals can devise and execute tailored strategies that align with investor goals, all while maintaining tax efficiency."},{"name":"Lower Fees Compared to Managed Funds","value":"Reduce Investment Costs","valueDescription":"Direct indexing can save investors money in management fees compared to typical actively managed funds, paving the way for better returns."}]},{"name":"529 College Savings","type":"Product","url":"https://www.fidelity.com/529-plans/overview","summary":"Tax-advantaged savings for education expenses.","description":"529 college savings plans that help families save for education with potential tax advantages.","pricing":{},"features":[{"name":"Tax Advantages","value":"Maximize Growth With Tax Benefits","valueDescription":"Invest your contributions to allow them to grow without being diminished by tax liabilities, optimizing your savings potential."},{"name":"Use for Various Educational Expenses","value":"Cover All Essential Costs","valueDescription":"Ensure that your savings can fully support a diverse range of educational costs, making higher education more accessible."},{"name":"Flexible Contributions","value":"Contribute As You Prefer","valueDescription":"Adapt your contributions based on your financial situation or educational goals, providing control over your savings."},{"name":"Investment Options","value":"Select Investments That Suit You","valueDescription":"Personalize your investment approach to align with your financial goals and comfort level, enhancing potential growth."},{"name":"Ease of Account Management","value":"Manage Your Account Easily","valueDescription":"Utilize technology for convenient monitoring and adjustments to your savings plan, simplifying the management of your account."}]},{"name":"Fixed Income, Bonds & CDs","type":"Product","url":"https://www.fidelity.com/fixed-income-bonds/overview","summary":"Access diverse fixed income options to enhance your investment portfolio and secure steady income.","description":"Fixed income products including bonds and certificates of deposit designed to generate income and preserve capital.","pricing":{},"features":[{"name":"Income Generation","value":"Generate Steady Income","valueDescription":"With fixed income investments, clients can enjoy reliable income streams from regular interest payments while mitigating risks associated with market volatility."},{"name":"Investment Diversity","value":"Discover Various Investment Options","valueDescription":"Investors can explore a diverse range of fixed income options, helping them optimize their portfolios according to risk tolerance and income needs."},{"name":"Capital Preservation","value":"Safeguard Your Investments","valueDescription":"Investing in fixed income products can help protect capital by providing a stable alternative to more volatile asset classes like stocks."},{"name":"Tax Benefits","value":"Enjoy Tax-Exempt Income","valueDescription":"Investors can benefit from the tax advantages of municipal bonds, potentially resulting in higher after-tax returns for their portfolio."},{"name":"Market Insights","value":"Access Expert Research","valueDescription":"Stay informed on market trends and economic factors with Fidelity's extensive research resources supporting fixed income investment strategies."}]},{"name":"Wealth Management","type":"Service","url":"https://www.fidelity.com/wealth-management/overview","summary":"Get personalized financial strategies to manage your wealth effectively.","description":"Wealth management services providing tailored planning, investment management, and advice, aimed at helping clients achieve their financial goals through personalized strategies.","pricing":{},"features":[{"name":"Personalized Financial Planning","value":"Receive Tailored Advice","valueDescription":"Engage in a deep-dive assessment to align financial strategies with personal goals, including retirement, education funding, and legacy planning."},{"name":"Investment Management","value":"Optimize Your Portfolio","valueDescription":"Leverage professional investment strategies to maximize portfolio performance while managing risks based on market conditions and client objectives."},{"name":"Expert Advice","value":"Access Expert Guidance","valueDescription":"Build a solid financial foundation through collaboration with experienced advisors who provide insights and guide investment decisions."},{"name":"Holistic Wealth Management","value":"Manage Wealth Holistically","valueDescription":"Receive comprehensive support that intertwines various aspects of wealth management, ensuring all areas align with your financial goals."},{"name":"Ongoing Portfolio Review","value":"Regular Strategy Adjustments","valueDescription":"Beneficial analysis and tweaking of investment strategies as client needs evolve and market landscapes shift."},{"name":"Tax-efficient Strategies","value":"Maximize After-Tax Returns","valueDescription":"Utilize tailored tactics to enhance investment efficiency while mitigating tax implications."}]},{"name":"Robo Investing Plus Advice","type":"Service","url":"https://www.fidelity.com/managed-accounts/fidelity-go/overview","summary":"Simplify investing with automated management and advisor support for personalized financial assistance.","description":"Robo investing plus advice combines automated portfolio management with optional human advisor support.","pricing":{},"features":[{"name":"Automated Portfolio Management","value":"Manage Investments Automatically","valueDescription":"The program automatically adjusts the portfolio to ensure it aligns with your financial goals, minimizing the need for constant monitoring."},{"name":"Goal-Oriented Investing","value":"Align Investments With Goals","valueDescription":"This feature allows users to set and prioritize their financial objectives, ensuring that investment strategies reflect their unique financial aspirations."},{"name":"Human Advisor Access","value":"Consult With Advisors As Needed","valueDescription":"Clients can connect with a human advisor for personalized guidance, leveraging the technology with the benefit of expert insights."},{"name":"Cost-Effective Investment","value":"Invest Without High Fees","valueDescription":"This service provides a cost-effective approach to investment management, making sophisticated financial services more accessible."}]},{"name":"Managed Accounts","type":"Service","url":"https://www.fidelity.com/managed-accounts/overview","summary":"Enjoy professional management and personalized investment strategies.","description":"Managed accounts provide professional money management and ongoing account oversight.","pricing":{},"features":[{"name":"Ongoing Account Oversight","value":"Ensures Active 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Savings"},{"url":"https://www.fidelity.com/fixed-income-bonds/overview","text":"Fixed Income, Bonds & CDs"},{"url":"https://www.fidelity.com/wealth-management/overview","text":"Wealth Management"},{"url":"https://www.fidelity.com/managed-accounts/fidelity-go/overview","text":"Robo Investing Plus Advice"},{"url":"https://www.fidelity.com/managed-accounts/overview","text":"Managed Accounts"}]}