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Fidelity

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4.5 de 5 estrelas
48 avaliações
  • Perfis 4
  • Categorias 4
Classificação média por estrelas
4.5
Atendendo clientes desde
1946

Profile Name

Star Rating

35
10
3
0
0

Fidelity Reviews

Review Filters
Profile Name
Star Rating
35
10
3
0
0
Andrew J.
AJ
Andrew J.
Global Health + Safety Innovation | Future of Insurtech + Fintech + Traveltech | Intersection of Technology + Humanity | Change Management | Advisor | Speaker | Board Member
02/09/2024
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Orgânico

Excellent service & product

|Fidelity Private Shares
The Fidelity Shoobx is so easy for investor and cap table management. Their customer support and service is off the charts great. I've been a customer for three (3) years and have recommended to others many times.
Lum V.
LV
Lum V.
Corporate Finance and FP&A Transformation
01/13/2024
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Orgânico

Shoobx is a must for any startup!

|Fidelity Private Shares
Everything. Workflows, Templates, Support. We have found Shoobx to be incredibly valuable. Can't imagine having started an Inc. withouth the help of Shoobx. I just wish I had Shoobx like help in other areas of the business. Truly well done!
JP
Juanita P.
09/02/2023
Avaliador validado
Fonte da Revisão: Avaliação Orgânica do Perfil do Usuário

Solid reputation, robust investment options

|Fidelity 401(k) Plan Services
Diverse Investment Options, simple web interface, low costs and education resources

About

Contact

HQ Location:
Boston, US

Social

@Fidelity

What is Fidelity?

Fidelity is a leading financial services company that provides a wide range of investment solutions, including brokerage services, retirement planning, wealth management, and asset management. Established in 1946, Fidelity is known for its robust trading platforms, research tools, and educational resources designed to help individuals and institutions manage their investments effectively. The company emphasizes customer service and innovative technology to enhance the investment experience. For more information, visit their website at https://www.fidelity.com.

Details

Ano de Fundação
1946