Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 3 companies across 1 category.
Claim this profile. Work at Fidelity? Verify your work email to unlock the full buyer list.
Founded in 1946 as a mutual fund manager, Fidelity evolved into one of the largest diversified financial services firms globally, offering retail brokerage, retirement plan administration, institutional custody, and wealth management. Over the decades, Fidelity increasingly embedded financial products into its platform for both consumers and employers — including securities-backed lending, workplace retirement plans, and stock plan services. In the 2020s, Fidelity leaned into open banking infrastructure via its co-founding and leadership of Akoya, positioning itself as a data access gatekeeper for the US financial system.
Other Retirement / Wealth providers in the index, by the number of companies that disclose them. A count of public disclosures, not a ranking of the products.
An embeddable badge for Fidelity’s own site — it always shows this page’s current rank, so it stays accurate as new disclosures land. States its own denominator; never claims a number this page doesn’t.
<a href="https://www.embeddedfinanceindex.com/vendors/fidelity?ref=badge">
<img src="https://www.embeddedfinanceindex.com/api/badge/fidelity.svg"
alt="Ranked #11 of 37 in Retirement / Wealth — Embedded Finance Index 2026">
</a>
<img src="https://www.embeddedfinanceindex.com/api/badge/fidelity/install" width="1" height="1" alt="" style="display:none">3 companies are linked to Fidelity in the Embedded Finance Index 2026, through their own public disclosures or Fidelity's published customer list, including Booking Holdings, Verizon and Simon Property Group.
Fidelity is an embedded-finance provider in Retirement / Wealth. It ranks #11 of 37 Retirement / Wealth providers by linked companies.
Fidelity has applied for a conversion to national bank charter for Fidelity Digital Asset Services, LLC → national bank with the OCC. Status: conditional approval (2025-12-12).
The most-named Retirement / Wealth alternatives to Fidelity are Drivewealth (16 buyers), Vestwell (15 buyers), guideline (11 buyers), Betterment at Work (6 buyers), Atomic Brokerage (4 buyers) and betterment (4 buyers).
Fidelity was founded by Edward C. Johnson II and is founded in 1946, headquartered in Boston, Massachusetts, USA.
Get a read on where your own stack stands against Fidelity and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.