Competitive Landscape
Competitors of Fidelity Investments
The leading market alternatives to Fidelity Investments in 2026 include Capital Group, Equitable, Piper Sandler and further verified platforms. Comparative intelligence benchmarks verified product capabilities, monetization models, and ecosystem positioning.
Direct Competitors
Verified direct market alternatives and primary competitors of Fidelity Investments.
Private asset manager serving institutions, advisers and individual investors.
United States · Est. 1931 · >5,000 team
Public US insurer and retirement services holding company.
1345 Avenue of the Americas, New York, NY 10105 · Est. 1859 · >5,000 team
Public investment bank for advisory, brokerage and asset management.
United States · Est. 1895
US private asset manager serving investors and financial intermediaries.
United States · Est. 1958 · 1,001–5,000 team
Asset manager offering funds, ETFs, advice and retirement services.
United States · Est. 1975 · >5,000 team
Independent institutional investment manager and advisory firm.
280 Congress Street, Boston, Massachusetts 02210 · Est. 1928 · 1,001–5,000 team
Capital markets and wealth management firm.
CA · 201–500 team
Global banking and financial services group under the Citi brand.
399 Park Avenue, New York, NY 10043 · Est. 1988 · >5,000 team
Companies in the same market segment
The following companies operate within the same market segment ("Investment Banking & Corporate Finance"). Category assignment is verified; this does not imply a direct competitive relationship.
UK-listed corporate finance and advisory group.
1 Bartholomew Close, London, EC1A 7BL · Est. 2007 · 50–200 team
Merchant-banking advisory and private equity for US middle-market companies.
United States · Est. 2016 · 10–49 team
Technology-focused investment adviser across public and private markets.
21 N. Third Street #250, Minneapolis, MN 55401 · <10 team
Private equity and strategic advisory firm focused on consumer sectors.
80 Pine Street, Suite 3202, New York, NY 10005 · 10–49 team
Boutique investment bank and merchant banking advisory firm.
150 King St W, 2nd Floor, Toronto, ON, Canada, M5H1J9 · <10 team
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