Best Software for 2025 is now live!
Product Avatar Image

Fidelity

Show rating breakdown
48 reviews
  • 4 profiles
  • 4 categories
Average star rating
4.5
Serving customers since
1946

Profile Name

Star Rating

35
10
3
0
0

Fidelity Reviews

Review Filters
Profile Name
Star Rating
35
10
3
0
0
Liam O.
LO
Liam O.
12/16/2024
Validated Reviewer
Verified Current User
Review source: Organic

Perfect Web Application for Seed Startups

I really like their cap table management & document tracking features. I would be extremely disorganized without this product.
DF
Denielle F.
10/31/2024
Validated Reviewer
Verified Current User
Review source: Organic

Super happy with moving our CapTable from Carta to Fidelity!

First, my customer support partner was AMAZING! Craig was instrumental in helping me switch over from Carta to Fidelity. He was patient, made himself available and extremely supportive in all aspects of building out our platform. Second, the platform is user friendly and been great for pulling reporting quickly.
Nicole Z.
NZ
Nicole Z.
Assistant Engineer at Turner Construction Company
10/22/2024
Validated Reviewer
Verified Current User
Review source: Organic

Love Fidelity

Easy Access lots of investment options!!

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

Year Founded
1946