← Embedded Finance Index 2026/Vendor

Fidelity

Provider
Retirement / Wealth

Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 3 companies across 1 category.

fidelity.com ↗Also analysed as a company — its own stack →
CategoriesRetirement / Wealth
Rank#12 of 31 in Retirement / Wealth
Buyers3 companies
RegulatoryConditional approval · Conversion to national bank
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Charter application · Conditional approval
Fidelity Digital Asset Services, LLC → national bank · Conversion to national bank · OCC · New York, NY.
Conditional approval · Conditional Approval 1355 · 2025-12-12
Converts Fidelity's digital-asset custodian to a national trust bank.
OCC letter ↗
Who uses Fidelity
3 companies disclose Fidelity in their stack
Booking HoldingsVerizonSimon Property Group
Buyer mix · 3 of 3 classified
Marketplace / Travel · 1Telecommunications / Consumer & Business · 1Vertical SaaS / Real Estate · 1
US · 3
What the disclosures say
Booking Holdings
“Kivalia plan profile shows the Booking Holdings 401(k) Plan with Vanguard, Fidelity, Prudential and PIMCO funds.”
Verizon
“verizonbenefits.com/financial/401k-savings-plan explicitly states: 'You can start, stop or change your contributions anytime by logging in to your 401(k) account on Fidelity NetBenefits.' This is an internal employee benefit, not an embedded finance product offered to customers.”
Simon Property Group
“SEC Form 11-K filed by Simon Property Group for fiscal year 2023 names the 'Simon Property Group and Adopting Entities Matching Savings Plan.' Capitalize.com confirms the 401(k) plan provider is Fidelity, covering 6,782 employees.”
The complete buyer list and each company’s full embedded-finance stack are in the Embedded Finance Index report. Represent Fidelity? Claim this profile above to unlock your own full list.
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Alternatives to Fidelity

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.

Drivewealth17 buyers →Vestwell15 buyers →guideline8 buyers →Betterment at Work7 buyers →betterment4 buyers →Empower4 buyers →Apex Fintech Solutions3 buyers →Atomic Brokerage3 buyers →
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Ranked #12 of 31 in Retirement / Wealth — Embedded Finance Index 2026
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