Arbolus Intelligence

Fidelity Investments

fidelity.com · Boston, United States of America

Fidelity Investments is a diversified financial services firm that provides investment management, brokerage, retirement planning, wealth management, and workplace benefits services to individual investors, financial advisors, and institutions. The company generates revenue through asset management fees, brokerage commissions, advisory fees, and related financial services. It also offers technology platforms and recordkeeping services for employer-sponsored retirement and benefit plans.

  • Wealth & Investment Software
Listed in
Revenue
$28.0B
Employees
74,000
Founded
1946
Headquarters
Boston, United States of America

What 54 Arbolus experts think of Fidelity Investments

NPS scores are notably strong, with the majority of experts assigning scores between 7 and 10, indicating solid satisfaction and advocacy. Most users are at advanced stages of implementation, with many reporting usage exceeding one year. Both users and influencers highlight ease of use, integration of research and trading, and solid customer support as differentiators. A minority flagged areas needing improvement, such as advanced analytics and automation for power users.Overall Customer Sentiment: Positive

Who reviewed Fidelity Investments

Total customers 54 54 current · 0 former
Reviews growth +24 in six months
Seniority of respondents
  • C-Suite 75% (41)
  • Director 19% (10)
  • Manager 6% (3)
Finance Partner C-Suite NPS 8 Submitted Aug 2026
Engineering Manager C-Suite NPS 7 Submitted Aug 2026
Marketing Leader C-Suite NPS 10 Submitted Sep 2026

Employer names and spend open in the full report, along with the other 51 customers.

Everything 54 customers told us about Fidelity Investments.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

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Sentiment

40 Net Promoter Score, from 54 scored reviews
  • Promoters 29
  • Passives 18
  • Detractors 7

Cumulative NPS by month

+0 over 6 months
  • Apr 8
  • Jun 8
  • Jul 8
  • Aug 8
  • Sep 8
  • Oct 8

Net Promoter Score across 3 reviews, accumulated up to each month. Category median 12 across 3 companies.

Praised

  • Access to Human Advisors
  • User-Friendly Interface
  • Integrated Trading and Research Platform
  • Portfolio Customization

Criticised

  • AI and Automation Gaps
  • Advanced Functionality Needs
  • Portfolio Influence Limitations
  • Competitive Pressure on Analytics and Automation

What customers say

Access to Human Advisors
“A big advantage is the ability to talk to advisors without extra charges, unlike most competing platforms.”
User-Friendly Interface
“The system is easy to use and tracking is straightforward, with both web and app platforms working efficiently together.”
Integrated Trading and Research Platform
“I would recommend Active Trader Pro to peers because it offers research, portfolio management, and market data in one place for efficient trading.”

Renewal intent

Plan to renew 57%
  • Will renew 12
  • Undecided 9
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 59% 17 answers
  • Director 50% 4 answers
  • 8.8/10 Average score from customers who will renew
  • 7.9/10 Average score from undecided customers

Top alternatives

Most weighed by Fidelity Investments customers

Report

Customer Report - Oct 2026 Oct 2026 54 + 3

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