Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products to a diverse set of customers: from 23 million people investing their own life savings, to 20,000 businesses needing help managing their employee benefit programs to 10,000 advisors and brokers needing technology solutions to invest their own clients’ money. Founded in 1946 and headquartered in Boston, Fidelity employs over 40,000 people with several regional centers across the United States and Canada. As of June 30, 2014, the company held assets under administration of $4.9 trillion, including managed assets of $2.0 trillion; it is one of the largest mutual fund companies in the U.S. and the No. 1 provider of both workplace savings plans and Individual Retirement Accounts (IRAs).

F-Prime Capital is a global venture capital firm investing in healthcare and technology.

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures.

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits.

EY is a global leader in assurance, consulting, strategy, tax and transactions services.

Goodwin Procter LLP is a national law firm with a growing international presence.

We have built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow.

The FCAT research team identifies and explores the emerging technology, sociocultural, and startup trends that will matter most to Fidelity over the next five to ten years.

Fidelity Investments’ in-house fintech incubator. We respond to our customers’ most complex challenges with new solutions—and bring these to scale.

Our mission is to help investors around the world to accumulate and grow their assets safely and efficiently.

Wolf & Company is a national CPA and business consulting firm with a regional feel providing, external audit, tax preparation, outsourced internal audit, model validations, IT security and penetration testing, and risk assessment automation to over 450 financial institutions. With over a century of experience working with financial institutions, we pride ourselves on personalized client service and unparalleled guidance. Through our collaborative service strategy, we understand our client’s challenges, and requirements and work with them to achieve their business goals while navigating potential obstacles.