FIDELITY BUSINESS MODEL CANVAS TEMPLATE RESEARCH
Fidelity's Business Model Canvas: Unlock Operational Playbook, Monetization & Scale
Unlock Fidelity's operational playbook with our Business Model Canvas-concise, practitioner-ready, and revealing how the firm creates value, scales distribution, and monetizes client trust; download the full Word/Excel canvas to benchmark strategy, inform investments, or adapt proven tactics for your business.
Partnerships
Strategic Tech Alliances with Microsoft and AWS
Fidelity partners with Microsoft Azure and Amazon Web Services to run 85% of its market-data ingestion and security tooling, scaling to 2.4 petabytes/day and cutting AI inference latency by 45% for real-time portfolio analytics.
Network of 3,700 Independent Investment Advisory Firms
Fidelity Institutional clears and custodians for about 3,700 independent RIAs, capturing roughly $1.2 trillion in RIA-advised assets (2025) by offering proprietary trading tech and back-office platforms that funnel high-net-worth client flows into Fidelity's custody ecosystem.
Corporate 401k Plan Sponsors for 25,000 Organizations
Fidelity partners with roughly 25,000 corporate 401(k) plan sponsors, securing workplace-savings flow that feeds retail acquisition as employees retire or roll over balances; these relationships help Fidelity administer over 30 million participant accounts and manage about $2.5 trillion in workplace retirement assets (2025).
Digital Asset Custody and Crypto Exchange Partners
Fidelity Digital Assets partners with institutions like Coinbase Custody and BitGo to custody Bitcoin and Ethereum, supporting $28B in client assets under custody (2025) and compliant trading for spot crypto ETFs.
These partnerships add regulated custody, AML/KYC controls, and liquidity via market makers, enabling sub-5bps execution for ETF flows and access to $150B+ pooled crypto liquidity.
- Custody partners: Coinbase Custody, BitGo
- Assets under custody: $28B (2025)
- ETF execution cost: ~<5 basis points
- Pooled crypto liquidity access: $150B+
- Regulatory controls: AML/KYC, SOC 2 compliant
Fintech Data Integration via Akoya and Open Banking
Fidelity co-founded Akoya, backing an API-based data-sharing network that had 100+ financial institutions and supported over 20 million connections by 2025, letting customers securely link Fidelity accounts to fintechs while keeping credentials private.
That role positions Fidelity as a trusted data hub, reducing screen-scraping risk and enabling compliant open-banking access for budgeting and wealth apps.
- Akoya: 100+ institutions, 20M+ connections (2025)
- Improves security: eliminates credential sharing
- Boosts integrations: seamless Fidelity-to-fintech sync
Fidelity's ecosystem scales petabytes, $4T+ custody, sub-5bps ETFs & 20M Akoya links
Fidelity's key partnerships (cloud, custodians, plan sponsors, crypto, Akoya) scale data (2.4 PB/day), custody ($28B crypto; $1.2T RIA-advised; $2.5T workplace, 2025), lower ETF execution to <5bps, and enable 20M+ Akoya connections for secure open-banking.
| Partner/Category | Metric (2025) |
|---|---|
| Cloud (Azure/AWS) | 2.4 PB/day, -45% AI latency |
| RIA custody | $1.2T AUA (3,700 RIAs) |
| Workplace plans | $2.5T, 30M accounts (25,000 sponsors) |
| Crypto custody | $28B AUC, $150B liquidity |
| Akoya | 100+ institutions, 20M+ connections |
What is included in the product
Detailed Word Document
A concise, pre-written Business Model Canvas for Fidelity outlining customer segments, channels, value propositions, revenue streams, key activities, resources, partners, cost structure, and governance-mapped to real-world operations and competitive advantages to support investor presentations and strategic decision-making.
Customizable Excel Spreadsheet
Condenses Fidelity's strategy into a digestible one-page snapshot with editable cells, saving hours of formatting and making it ideal for quick boardroom reviews, team collaboration, or side-by-side comparisons.
Activities
Management of $5.4 Trillion in Discretionary Assets
Fidelity manages $5.4 trillion in discretionary assets (FY2025), running active and passive strategies across equities, fixed income, and alternatives; portfolio managers use firm research and quantitative models targeting benchmark outperformance.
Coverage includes flagship mutual funds, 200+ sector ETFs, and customized institutional mandates-oversight spans risk budgeting, AUM allocation, and performance review with quarterly rebalance and compliance controls.
Processing 2.5 Million Average Daily Trades
Fidelity processes about 2.5 million average daily trades across equities, options, and fixed income in FY2025, running a low-latency brokerage stack that targets sub-millisecond order routing to retain retail and professional clients.
Development of Generative AI for Financial Planning
By 2026, Fidelity Investments has embedded generative AI across customer service and investment research, delivering 24/7 automated support and personalized financial plans to over 15 million digital users, cutting service costs by ~18% and boosting app NPS by 12 points while raising millennial engagement 25% year-over-year.
Custody and Clearing for Institutional Clients
Fidelity handles settlement and safekeeping for over $10 trillion in client assets (2025), providing custody and clearing services that support broker-dealers and 3,000+ third-party advisors, ensuring market integrity via strict risk controls and compliance programs.
- Custody: $10T+ AUA (2025)
- Clearing: supports 3,000+ advisors
- Risk: AML, CCP links, real-time monitoring
- Compliance: SEC, FINRA reporting
Educational Content Creation for 50 Million Members
Fidelity serves ~50 million customers and publishes thousands of webinars and articles annually-about 2,000+ webinars in 2025-boosting financial literacy and converting casual savers into long-term investors via practical topics like tax-loss harvesting, increasing AUM stickiness (Fidelity reported $4.6 trillion AUM in 2025).
- 50M customers served
- ~2,000+ webinars/year (2025)
- $4.6T AUM (2025)
- Focus: tax-loss harvesting, retirement planning
- Drives engagement and retention
Fidelity: $5.4T AUM, $10T Custody, 50M Clients-AI Boosts NPS +12 and Cuts Costs 18%
Fidelity manages $5.4T discretionary AUM and $10T custody (FY2025), serves ~50M customers, executes ~2.5M daily trades, and supports 3,000+ advisors; embeds generative AI across services reducing costs ~18% and raising app NPS 12 pts (2026).
| Metric | Value (FY2025) |
|---|---|
| Discretionary AUM | $5.4T |
| Custody AUA | $10T+ |
| Customers | ~50M |
| Daily trades | 2.5M |
| Advisors supported | 3,000+ |
Preview Before You Purchase
Business Model Canvas
The preview you see is the actual Fidelity Business Model Canvas-not a mockup-and is the same document you'll receive after purchase, formatted and ready to edit in Word and Excel.
Original: $10.00
-65%$10.00
$3.50FIDELITY BUSINESS MODEL CANVAS TEMPLATE RESEARCH
Fidelity's Business Model Canvas: Unlock Operational Playbook, Monetization & Scale
Unlock Fidelity's operational playbook with our Business Model Canvas-concise, practitioner-ready, and revealing how the firm creates value, scales distribution, and monetizes client trust; download the full Word/Excel canvas to benchmark strategy, inform investments, or adapt proven tactics for your business.
Partnerships
Strategic Tech Alliances with Microsoft and AWS
Fidelity partners with Microsoft Azure and Amazon Web Services to run 85% of its market-data ingestion and security tooling, scaling to 2.4 petabytes/day and cutting AI inference latency by 45% for real-time portfolio analytics.
Network of 3,700 Independent Investment Advisory Firms
Fidelity Institutional clears and custodians for about 3,700 independent RIAs, capturing roughly $1.2 trillion in RIA-advised assets (2025) by offering proprietary trading tech and back-office platforms that funnel high-net-worth client flows into Fidelity's custody ecosystem.
Corporate 401k Plan Sponsors for 25,000 Organizations
Fidelity partners with roughly 25,000 corporate 401(k) plan sponsors, securing workplace-savings flow that feeds retail acquisition as employees retire or roll over balances; these relationships help Fidelity administer over 30 million participant accounts and manage about $2.5 trillion in workplace retirement assets (2025).
Digital Asset Custody and Crypto Exchange Partners
Fidelity Digital Assets partners with institutions like Coinbase Custody and BitGo to custody Bitcoin and Ethereum, supporting $28B in client assets under custody (2025) and compliant trading for spot crypto ETFs.
These partnerships add regulated custody, AML/KYC controls, and liquidity via market makers, enabling sub-5bps execution for ETF flows and access to $150B+ pooled crypto liquidity.
- Custody partners: Coinbase Custody, BitGo
- Assets under custody: $28B (2025)
- ETF execution cost: ~<5 basis points
- Pooled crypto liquidity access: $150B+
- Regulatory controls: AML/KYC, SOC 2 compliant
Fintech Data Integration via Akoya and Open Banking
Fidelity co-founded Akoya, backing an API-based data-sharing network that had 100+ financial institutions and supported over 20 million connections by 2025, letting customers securely link Fidelity accounts to fintechs while keeping credentials private.
That role positions Fidelity as a trusted data hub, reducing screen-scraping risk and enabling compliant open-banking access for budgeting and wealth apps.
- Akoya: 100+ institutions, 20M+ connections (2025)
- Improves security: eliminates credential sharing
- Boosts integrations: seamless Fidelity-to-fintech sync
Fidelity's ecosystem scales petabytes, $4T+ custody, sub-5bps ETFs & 20M Akoya links
Fidelity's key partnerships (cloud, custodians, plan sponsors, crypto, Akoya) scale data (2.4 PB/day), custody ($28B crypto; $1.2T RIA-advised; $2.5T workplace, 2025), lower ETF execution to <5bps, and enable 20M+ Akoya connections for secure open-banking.
| Partner/Category | Metric (2025) |
|---|---|
| Cloud (Azure/AWS) | 2.4 PB/day, -45% AI latency |
| RIA custody | $1.2T AUA (3,700 RIAs) |
| Workplace plans | $2.5T, 30M accounts (25,000 sponsors) |
| Crypto custody | $28B AUC, $150B liquidity |
| Akoya | 100+ institutions, 20M+ connections |
What is included in the product
Detailed Word Document
A concise, pre-written Business Model Canvas for Fidelity outlining customer segments, channels, value propositions, revenue streams, key activities, resources, partners, cost structure, and governance-mapped to real-world operations and competitive advantages to support investor presentations and strategic decision-making.
Customizable Excel Spreadsheet
Condenses Fidelity's strategy into a digestible one-page snapshot with editable cells, saving hours of formatting and making it ideal for quick boardroom reviews, team collaboration, or side-by-side comparisons.
Activities
Management of $5.4 Trillion in Discretionary Assets
Fidelity manages $5.4 trillion in discretionary assets (FY2025), running active and passive strategies across equities, fixed income, and alternatives; portfolio managers use firm research and quantitative models targeting benchmark outperformance.
Coverage includes flagship mutual funds, 200+ sector ETFs, and customized institutional mandates-oversight spans risk budgeting, AUM allocation, and performance review with quarterly rebalance and compliance controls.
Processing 2.5 Million Average Daily Trades
Fidelity processes about 2.5 million average daily trades across equities, options, and fixed income in FY2025, running a low-latency brokerage stack that targets sub-millisecond order routing to retain retail and professional clients.
Development of Generative AI for Financial Planning
By 2026, Fidelity Investments has embedded generative AI across customer service and investment research, delivering 24/7 automated support and personalized financial plans to over 15 million digital users, cutting service costs by ~18% and boosting app NPS by 12 points while raising millennial engagement 25% year-over-year.
Custody and Clearing for Institutional Clients
Fidelity handles settlement and safekeeping for over $10 trillion in client assets (2025), providing custody and clearing services that support broker-dealers and 3,000+ third-party advisors, ensuring market integrity via strict risk controls and compliance programs.
- Custody: $10T+ AUA (2025)
- Clearing: supports 3,000+ advisors
- Risk: AML, CCP links, real-time monitoring
- Compliance: SEC, FINRA reporting
Educational Content Creation for 50 Million Members
Fidelity serves ~50 million customers and publishes thousands of webinars and articles annually-about 2,000+ webinars in 2025-boosting financial literacy and converting casual savers into long-term investors via practical topics like tax-loss harvesting, increasing AUM stickiness (Fidelity reported $4.6 trillion AUM in 2025).
- 50M customers served
- ~2,000+ webinars/year (2025)
- $4.6T AUM (2025)
- Focus: tax-loss harvesting, retirement planning
- Drives engagement and retention
Fidelity: $5.4T AUM, $10T Custody, 50M Clients-AI Boosts NPS +12 and Cuts Costs 18%
Fidelity manages $5.4T discretionary AUM and $10T custody (FY2025), serves ~50M customers, executes ~2.5M daily trades, and supports 3,000+ advisors; embeds generative AI across services reducing costs ~18% and raising app NPS 12 pts (2026).
| Metric | Value (FY2025) |
|---|---|
| Discretionary AUM | $5.4T |
| Custody AUA | $10T+ |
| Customers | ~50M |
| Daily trades | 2.5M |
| Advisors supported | 3,000+ |
Preview Before You Purchase
Business Model Canvas
The preview you see is the actual Fidelity Business Model Canvas-not a mockup-and is the same document you'll receive after purchase, formatted and ready to edit in Word and Excel.
Product Information
Product Information
Shipping & Returns
Shipping & Returns
Description
Fidelity's Business Model Canvas: Unlock Operational Playbook, Monetization & Scale
Unlock Fidelity's operational playbook with our Business Model Canvas-concise, practitioner-ready, and revealing how the firm creates value, scales distribution, and monetizes client trust; download the full Word/Excel canvas to benchmark strategy, inform investments, or adapt proven tactics for your business.
Partnerships
Strategic Tech Alliances with Microsoft and AWS
Fidelity partners with Microsoft Azure and Amazon Web Services to run 85% of its market-data ingestion and security tooling, scaling to 2.4 petabytes/day and cutting AI inference latency by 45% for real-time portfolio analytics.
Network of 3,700 Independent Investment Advisory Firms
Fidelity Institutional clears and custodians for about 3,700 independent RIAs, capturing roughly $1.2 trillion in RIA-advised assets (2025) by offering proprietary trading tech and back-office platforms that funnel high-net-worth client flows into Fidelity's custody ecosystem.
Corporate 401k Plan Sponsors for 25,000 Organizations
Fidelity partners with roughly 25,000 corporate 401(k) plan sponsors, securing workplace-savings flow that feeds retail acquisition as employees retire or roll over balances; these relationships help Fidelity administer over 30 million participant accounts and manage about $2.5 trillion in workplace retirement assets (2025).
Digital Asset Custody and Crypto Exchange Partners
Fidelity Digital Assets partners with institutions like Coinbase Custody and BitGo to custody Bitcoin and Ethereum, supporting $28B in client assets under custody (2025) and compliant trading for spot crypto ETFs.
These partnerships add regulated custody, AML/KYC controls, and liquidity via market makers, enabling sub-5bps execution for ETF flows and access to $150B+ pooled crypto liquidity.
- Custody partners: Coinbase Custody, BitGo
- Assets under custody: $28B (2025)
- ETF execution cost: ~<5 basis points
- Pooled crypto liquidity access: $150B+
- Regulatory controls: AML/KYC, SOC 2 compliant
Fintech Data Integration via Akoya and Open Banking
Fidelity co-founded Akoya, backing an API-based data-sharing network that had 100+ financial institutions and supported over 20 million connections by 2025, letting customers securely link Fidelity accounts to fintechs while keeping credentials private.
That role positions Fidelity as a trusted data hub, reducing screen-scraping risk and enabling compliant open-banking access for budgeting and wealth apps.
- Akoya: 100+ institutions, 20M+ connections (2025)
- Improves security: eliminates credential sharing
- Boosts integrations: seamless Fidelity-to-fintech sync
Fidelity's ecosystem scales petabytes, $4T+ custody, sub-5bps ETFs & 20M Akoya links
Fidelity's key partnerships (cloud, custodians, plan sponsors, crypto, Akoya) scale data (2.4 PB/day), custody ($28B crypto; $1.2T RIA-advised; $2.5T workplace, 2025), lower ETF execution to <5bps, and enable 20M+ Akoya connections for secure open-banking.
| Partner/Category | Metric (2025) |
|---|---|
| Cloud (Azure/AWS) | 2.4 PB/day, -45% AI latency |
| RIA custody | $1.2T AUA (3,700 RIAs) |
| Workplace plans | $2.5T, 30M accounts (25,000 sponsors) |
| Crypto custody | $28B AUC, $150B liquidity |
| Akoya | 100+ institutions, 20M+ connections |
What is included in the product
Detailed Word Document
A concise, pre-written Business Model Canvas for Fidelity outlining customer segments, channels, value propositions, revenue streams, key activities, resources, partners, cost structure, and governance-mapped to real-world operations and competitive advantages to support investor presentations and strategic decision-making.
Customizable Excel Spreadsheet
Condenses Fidelity's strategy into a digestible one-page snapshot with editable cells, saving hours of formatting and making it ideal for quick boardroom reviews, team collaboration, or side-by-side comparisons.
Activities
Management of $5.4 Trillion in Discretionary Assets
Fidelity manages $5.4 trillion in discretionary assets (FY2025), running active and passive strategies across equities, fixed income, and alternatives; portfolio managers use firm research and quantitative models targeting benchmark outperformance.
Coverage includes flagship mutual funds, 200+ sector ETFs, and customized institutional mandates-oversight spans risk budgeting, AUM allocation, and performance review with quarterly rebalance and compliance controls.
Processing 2.5 Million Average Daily Trades
Fidelity processes about 2.5 million average daily trades across equities, options, and fixed income in FY2025, running a low-latency brokerage stack that targets sub-millisecond order routing to retain retail and professional clients.
Development of Generative AI for Financial Planning
By 2026, Fidelity Investments has embedded generative AI across customer service and investment research, delivering 24/7 automated support and personalized financial plans to over 15 million digital users, cutting service costs by ~18% and boosting app NPS by 12 points while raising millennial engagement 25% year-over-year.
Custody and Clearing for Institutional Clients
Fidelity handles settlement and safekeeping for over $10 trillion in client assets (2025), providing custody and clearing services that support broker-dealers and 3,000+ third-party advisors, ensuring market integrity via strict risk controls and compliance programs.
- Custody: $10T+ AUA (2025)
- Clearing: supports 3,000+ advisors
- Risk: AML, CCP links, real-time monitoring
- Compliance: SEC, FINRA reporting
Educational Content Creation for 50 Million Members
Fidelity serves ~50 million customers and publishes thousands of webinars and articles annually-about 2,000+ webinars in 2025-boosting financial literacy and converting casual savers into long-term investors via practical topics like tax-loss harvesting, increasing AUM stickiness (Fidelity reported $4.6 trillion AUM in 2025).
- 50M customers served
- ~2,000+ webinars/year (2025)
- $4.6T AUM (2025)
- Focus: tax-loss harvesting, retirement planning
- Drives engagement and retention
Fidelity: $5.4T AUM, $10T Custody, 50M Clients-AI Boosts NPS +12 and Cuts Costs 18%
Fidelity manages $5.4T discretionary AUM and $10T custody (FY2025), serves ~50M customers, executes ~2.5M daily trades, and supports 3,000+ advisors; embeds generative AI across services reducing costs ~18% and raising app NPS 12 pts (2026).
| Metric | Value (FY2025) |
|---|---|
| Discretionary AUM | $5.4T |
| Custody AUA | $10T+ |
| Customers | ~50M |
| Daily trades | 2.5M |
| Advisors supported | 3,000+ |
Preview Before You Purchase
Business Model Canvas
The preview you see is the actual Fidelity Business Model Canvas-not a mockup-and is the same document you'll receive after purchase, formatted and ready to edit in Word and Excel.
