Fidelity Wealth Services

Boston, MA

Est. 1946

60000+ employees

83 TrustRank™

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4.1/5

Review Score

6,800 reviews

75%

AI Visibility

TrustRank™ score

Industry Rank

Financial Advisors

91 / 93

DA / DR

Domain authority

60000+

Team Size

Employees

80 yrs

Experience

Founded 1946

About Fidelity Wealth Services

Fidelity's dedicated wealth management arm offering personalized financial planning for investors with $250K or more.

Services Offered

Wealth ManagementRetirement PlanningInvestment ManagementTax Planning

Minimum engagement: $250K AUM

AI Platform Visibility

ChatGPT68%

Perplexity75%

Google AI Overviews76%

Claude81%

Scores reflect how frequently Fidelity Wealth Services appears in AI-generated responses across tracked fee-only and fiduciary financial planning queries. Measured monthly via ProCloser.ai's LLM Pipeline across 500+ prompts per platform.

TrustRank™ 83/100 — How It's Calculated

25%

Client Reviews

25%

AI Visibility

25%

Market Share

25%

Brand Reputation

TrustRank™ is ProCloser.ai's composite scoring system. It combines verified review data from Google and Clutch, AI search mention frequency across ChatGPT, Perplexity, Google AI Overviews, and Claude, market share and deal volume metrics, and domain authority signals. Updated monthly.

Client Reviews

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