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General Information



Cincinnati, USA
P.O. Box 770001
Cincinnati, OH, 45277
Boston, USA
82 Devonshire St
Boston, MA, 02109


vice president and security architect
Non-Executive Director
Board of Trustees

Service Providers


Fidelity Investments

Fidelity Investments is a provider of investment products and services. We are among the most diversified financial services companies in the world, offering a full range of product solutions for individual investors, employers, institutions and intermediaries. Our fundamental mission is to help customers and clients achieve their financial objectives. Fidelity has $4.2 trillion in assets under administration, including managed assets of $1.8 trillion, as of August 31, 2013.

Fidelity is one of the largest mutual fund companies1, the leading provider of workplace savings plans2 in the U.S., and the country’s No. 1 provider of Individual Retirement Accounts (IRAs)3. We offer retirement planning, portfolio guidance, brokerage services and many other financial products and services to more than 20 million individuals and institutions, as well as more than 5,000 financial intermediary firms.

Recent Milestones


Company Date Round Size Participants
WestWing 4/2014Venture Round€72M3
Domo 2/2014Series C$125M11
Turn 1/2014Series E$80M9
Pinterest 10/2013Series E$225M5
MongoDB, Inc. 10/2013Series F$150M9
KaloBios Pharmaceuticals 4/2012Private Equity$17M1
Zynga 2/2011Series C$490M4
Slide 1/2008Series D$50M2
Exit41 2/2007Venture Round$7M3



  1. Westwing, Rocket Internet’s Home Design Portal, Upsizes With Another $99M In Backing ( [edit]
  2. Business Intelligence SaaS Company Domo Raises $125M From TPG, Salesforce At An $825M Valuation ( [edit]
  3. Digital Ad Company Turn Raises $80M, Stays Vague On Possible IPO Plans ( [edit]
  4. Pinterest Raises Massive $225 Million Series E, Valuing The Firm At $3.8 Billion ( [edit]
  5. MongoDB Raises $150M For NoSQL Database Technology With Salesforce Joining As Investor ( [edit]
  6. VC Funding: Q2 2012 source [edit]
  7. TechCrunch ( []
  8. []
  9. EDGAR [edit]
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Last Edited 4/3/14

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