Fidelity Investments provides digital experiences and cash management products to help individuals reach their financial goals. They offer personalized experiences, helpful tools, and prioritize account security. The company is committed to accessibility, inclusion, and diversity, working with employers to design benefit packages for a diverse workforce.

Kevin Little

Fidelity Investments

OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource, and Work Management Platform that connects with various tools for a complete view into all work across an enterprise. They provide solutions for strategic portfolio management, adaptive project portfolio management, and professional service automation, among others.

OnePlan

Alpharia Brokerage assists businesses in financial needs and ownership transitions, helping acquire funds and manage investor relations. Self-described as helpful in difficult situations.

Alpharia Brokerage

Collective Capital provides a platform for investors to construct and manage a portfolio of high-growth technology companies through a self-directed process, self-described as having a unique approach in deal sourcing and investment support.

Collective Capital

Fidelity Digital Assets

Fidelity Workplace

Fidelity Center for Applied Technology®(FCAT)

Fidelity Labs

Women Talk Money

Fidelity for Institutional Investors

Fidelity for Wealth Managers

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates across the United States, Ireland, and India. 

For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.

For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

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Capital gains tax is the tax you may have to pay on the profits of investments you've sold in the current tax year. A key factor to consider is when you bought the investment - and whether it will be taxed as short or long-term gains. Get the full picture here: https://lnkd.in/eADA4hdT

How much do you really know about Roth IRAs? Test your knowledge in our latest edition of Fact or Fiction. 

Congratulations to all of the women selected for Barron’s 100 Most Influential Women in U.S. Finance! We're excited to share that a few of our leaders have been named to the list. #FidelityAssociate

Read more via Barron's: https://lnkd.in/duSCV4Z

Taxes just got a little less taxing 💪. Head to our tax hub for money-saving tips and strategies: https://lnkd.in/e_Zvv6Zn

Metric
Company Name	Fidelity Investments	OnePlan	Alpharia Brokerage	Collective Capital
Symbol
MSH ID	COM:FIDELITY	AI:ONEPLAN	BG:ALPHABANK	CO:CCVENTURES
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Technology	Commercial & Professional Services	Financial Services & Finance
Industry	Financial Services	Software Development	Financial Services	Venture Capital
Country	US	US	BG	US
Stage
Employee Count	74.72K
Website	fidelity.com	oneplan.ai	alphabank.bg	ccventures.co
LinkedIn	fidelity-investments			cloudcapitalventures
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	93.65M	47.77K
Web Traffic Growth	0.13	16.90
Valuation
Raised Capital	2.50M

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:FIDELITY

Fidelity Investments

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

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Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue