Innovation Blog

Fidelity Investments: FinTech Startup Challenges 2020 


Fidelity Investments’ mission is to strengthen and secure our clients’ financial well-being while delivering unmatched value. Founded in Boston 72 years ago, Fidelity has been focused on this mission since day one and this focus has enabled us to grow into a company with over 30 million customers and over $7 trillion in assets under administration. We have the opportunity, every day, to improve people’s financial lives and help them achieve their big life goals, whether that’s paying off their own student debt, sending a child to college, or living the retirement they have always imagined.

Hear Fidelity Investments’ 2020 Challenges:


We have a deep admiration and appreciation for the work that startups do and have a long history of working with startups as both investors and customers. We are excited to work with startups that are passionate about helping people with their most important financial goals and want to have impact at scale.


To help us deliver on our mission, we have identified 3 challenge areas where we are eager to work with companies who bring new thinking and innovative solutions:

  1. Scalable Personalized Financial Planning and Execution: Our goal is to help our millions of customers achieve great outcomes, based on their goals. This requires personalized planning and advice but also personalized and scalable execution. We are looking for innovative solutions across this entire activity, whether it’s engaging clients about their goals, doing the front-end planning, advice execution, tracking/reporting or communicating performance and progress to clients. We believe that advances in automation and machine learning open up new ways of delivering at scale, and we are eager to work with companies that have solutions in this space.
  2. Scaling Operations: We continue to grow and are looking for solutions that help us drive efficiency in our operations. For example, we are interested in the application of Natural Language Processing to help us more efficiently process forms and extract data from documents. Millions of people count on us to quickly and accurately handle their requests, and we are constantly looking for ways to improve our capabilities.
  3. RegTech: Regulations continually change and evolve, and our job is to stay on top of this changing environment for ourselves and our clients. We are looking for companies who are focused on creating new RegTech solutions that enable companies to seamlessly and efficiently implement and monitor regulatory compliance.


We look forward to meeting people and companies who are focused on these challenges. We offer you the opportunity to have impact at scale, to work with a company committed to doing the right things the right way, and the resources to help you be successful in any work we do together.

Hear other FinTech Partner Challenges here!

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