Our Advantage
Access to the Power of Fidelity Investments
From its very beginning, Fidelity Investments has been an early adopter of technology that is used to enhance customer relationships.
The core Fidelity businesses of investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions, as well as through 5,500 intermediary firms, lay the foundation for our Financial Technology leadership.
Our unique funding relationship allows us to access a vast global network of expertise and contacts to deliver a depth of resources for FinTech companies that is unique in the world of private equity including:
- Unparalleled investment expertise that spans the venture, growth equity and LBO stages
- Global reach with offices in the U.S., Europe, Asia and India
- Deep expertise across the full range of FinTech sectors
- A proven track record of successful landmark deals
- Access to business opportunities and the resources of Fidelity Investments, one of the world’s largest financial services providers
In addition, we have access to immense resources, including a FinTech Advisory Board, a Global Technology Board and CIO Roundtables made up of industry executives who offer market perspective and helpful insight for our portfolio company management teams.
We have a great track record in Financial Technology but that is only half the story. We’re helping to build companies for long term value. Our fund structure, with Fidelity as our sole LP, allows us to be patient with our capital. That means we don’t have arbitrary investment timeframes in mind.
We Seek Quality Companies for New Investment
We are actively seeking quality companies for new investment. If you have an opportunity that meets our investment criteria, please contact:
Jill Roosevelt
SVP Business Development
Jill.Roosevelt@fidelity.com
Phone: +1 617.563.8389