Fidelity Investments
90
Quality Score
Transcendent
Fidelity Investments
High confidence
✍️ bumetric analysis
“
This app targets the active retail investor and wealth management segment, competing directly with established financial institutions and fintech platforms like Schwab and Robinhood. Its substantial rating count, approaching 3.2 million, combined with a high user satisfaction score, indicates robust, sustained traction and a mature product in a highly competitive space. The reported monthly revenue, while modest for a free app, suggests revenue generation primarily through brokerage fees and asset under management, rather than direct in-app purchases. For this finance category, a common monetization observation is the reliance on transaction-based fees or premium subscription tiers for advanced features and research. Direct app monetization is less common, with the app serving as a gateway to broader financial services.
BU Score 90 · Transcendent — category-leading momentum. The full Investment Matrix below scores 8 dimensions including monetisation, growth, and operational risk.
Track snapshot history and revenue forecast in the Performance section below.
💰 Monthly revenue · now vs forecast
● Right now
$2.0M
per month
→
12-mo forecast
$2.1M – $3.3M
per month
→
24-mo forecast
$2.5M – $4.7M
per month
BIG tier
💡 Grow this revenue
Free AI audit of this app’s store listing
- Title & subtitle keyword fit
- Description hook & conversion structure
- Screenshots, ratings, reviews strategy
Typical impact: +2-5× organic installs
📊 Performance Tracking LIVE
Loading…
Rating
—
Reviews
—
Forecast Revenue / mo
—
Snapshots tracked
0
since first record
🤖Also on Android
$2.3K/mo · 212K ratings · 4.1★
View →
ONE-TIME · BUILD
💰 Estimated build cost
$145K
↳ What it cost to build · not monthly revenue
Likely range $110K – $195K
$25K · MVP floor
$100K · indie scale
$500K+ · studio build
📈
Pays back in ~6 months at current MRR
Synthetic estimate. Inputs: category complexity, file size, screen count, monetization layer, platform reach, age × team-size proxy. Calibrated against 2024-2026 indie-agency rate surveys. Full math + source list on /methodology.
Where the money goes
| 🧱 MVP baseline (design + 1-store ship) | +$28K |
| 📱 5 unique screens × $4.5K | +$22K |
| 📦 Asset bundle (392 MB) | +$40K |
| ⚙ Finance complexity ×1.60 | +$54K |
Total estimate
$145K
ONE-TIME · EXIT VALUE
💵 Estimated acquisition value
$500K
↳ What it would sell for · not monthly revenue
Marketplace range $375K – $700K · 21× MRR multiple
💸
~3.4× return on build cost
Synthetic estimate. Multiple band derived from ad-supported + age, rating quality, category demand, and user-base maturity. Calibrated against 2024-2026 indie-app-marketplace closed-deal medians. Full math + comparable deal list on /methodology.
How the multiple was built
| 📺 Ad-supported base | 15× MRR |
| ⭐ ★ rating ≥ 4.7 (premium) | +15% |
| 🏷 Finance category multiple | +15% |
| ⭐ Mature user base (1M+ ratings) | +8% |
Final multiple
21× MRR
👥 Estimated audience size
187.0M
Lifetime downloads (US-equivalent)
Monthly active
52.0M
Daily active
20.5M
Synthetic estimate from ratings × category benchmarks. Calibrated against 2024-2026 mobile-attribution retention + DAU/MAU reports. Numbers are US-storefront-equivalent — true global audience can be 5-10× larger for international apps. Full math + source list on /methodology.
How we sized it
| 📲 Finance engagement | ~60 installs / rating |
| 🔁 Finance D30 retention | 28% |
| 📍 DAU / MAU stickiness | 0.40 |
DAU / MAU
39% sticky
🔬
How we forecast this revenue
MEDIUM CONFIDENCEBaseline
$2.0M/mo · ML-estimated from 234 triggers
Growth rate
+2.5% MoM · BIG tier baseline (compound monthly)
6 months
$2.0M – $2.7M
12 months
$2.1M – $3.3M
24 months
$2.5M – $4.7M
Compound growth at +2.5% MoM (tier baseline for BIG). Range widens with horizon — typical noise band ±15% at 6mo.. Ranges widen with horizon — distant futures carry more uncertainty.
📊
BU Investment Matrix
Mixed signals · 59/100BIG TIERcompetitive but cautiousGrowth Velocity
5.0
Founder Strength
7.3
Product Quality
9.6
Revenue Strength
6.3
Monetization Maturity
1.0
Defensibility
7.5
Market Position
0.3
Operational Safety
10.0
- 💰 Revenue: Healthy — $800K - $4400K/mo · BIG tier · medium-low confidence, trajectory unclear.
- ⭐ Quality: 4.79★ across 3,119,976 reviews — exceptional (top 1% in category).
- 📍 Market: Not yet charting in any of the 9 monitored markets.
- 📈 Growth: Insufficient signal to assess trajectory.
- ⚠️ Risk: Low — no material risk signals detected.
🎯 For competitors: Mixed picture. Worth competing if you have a clear UX or pricing edge — otherwise crowded segment.
💵 For acquirers: Estimated asking range 18-32× monthly = $36.0M-$64.0M.
Composite of 8 dimensions computed deterministically from public signals — no LLM, every score traces back to a measurable input. Default weights shown; "compete" / "acquire" / "invest" lenses re-weight without re-fetching.
Range:
💰 Forecast Revenue / mo
MODELRevenue forecast computed from BU's 234 trigger model on each snapshot. Calibrated against ground-truth from 58 verified-revenue apps.
🔬Forecast Breakdown — Why This Estimate?Top 11 of 11 triggers
Our ML model uses 200+ signals from public data. These are the most influential for this app:
| High install base (3,119,976 ratings)METRIC | +$12,000 | |
| Excellent rating (4.8★)METRIC | +$2,200 | |
| bugsREVIEW | −$1,800 | |
| 5 starREVIEW | +$1,800 | |
| securityREVIEW | +$1,800 | |
| excellent appREVIEW | +$1,500 | |
| Mature app (16y old)METRIC | +$1,500 | |
| highly recommendREVIEW | +$1,400 | |
| slowREVIEW | −$1,200 | |
| Ad-supported / freemiumMETRIC | +$600 | |
| Single-language (English only)METRIC | −$400 |
METRIC = structural app data · REVIEW = mined from user reviews · ✓ VERIFIED = Stripe-verified anchor (TrustMRR)
📈 Reviews Growth
LIVECumulative review count from first BU snapshot. Each point = a tracked update.
⭐ Rating Trend
LIVEAverage rating evolution. Updates with each new review batch.
🆕 What's New · v4.33
Thank you for using the Fidelity® mobile app.
For the latest updates, head to the app and visit Profile > Settings > What’s New
Want to influence what’s next? Help shape future versions by writing a review and sharing your feedback!
For the latest updates, head to the app and visit Profile > Settings > What’s New
Want to influence what’s next? Help shape future versions by writing a review and sharing your feedback!
Profile & Insights
Everything we know — and don't — about this app and its company.
Identification
- App name
- Fidelity Investments
- Developer
- Fidelity Investments
- Bundle ID
- com.fidelity.watchlist
- App Store URL
- Open in App Store
- Category
- Finance
- Content rating
- 4+
- Languages
- EN
Company
- Website
- Not found
- Tagline
- Fidelity International Usage Agreement
- Description
- Not found
- Founded
- Not found
- HQ / Address
- Not found
- Employees
- Not found
- Logo
- Not found
Revenue
- Verified revenue / mo
- Not found
- AI revenue estimate / mo
- $0AI high
- AI annual estimate
- Not found
- ML model estimate / mo
- $24.1K/mo
- Top-grossing rank
- Outside top 100 in US Finance
- All-time revenue
- Not found
- Pricing
- Not found
Founder
Founder data not yet collected for this app.
Funding
Funding data not yet collected for this app.
Press & Links
Press & Links data not yet collected for this app.
Contacts & Socials
Contacts & Socials data not yet collected for this app.
✨AI Revenue EstimateCONFIDENCE: HIGH
The iOS app 'Fidelity Investments' does not generate direct revenue through in-app purchases or subscriptions. It is a free app designed to provide existing Fidelity customers with tools to manage their investments and access financial services. Fidelity's revenue is derived from asset management fees, net interest income, and service charges, not direct app monetization.
Sources mentioned: Sensor Tower, Fidelity Investments, Reddit, StockBrokers.com, InvestmentNews, PLANADVISER, Matrix BCG, Wikipedia
📈Ratings growth3,119,976 ratings+33% lifetimeShow 3-year history estimate ▾
Tracked (21 weeks) Pre-tracking estimate (37 weeks) · model-based, ±5% noise · anchored to release date and current value
🌍Geographic ReachNot ranked
This app is currently outside the top 100 grossing in all 9 countries we monitor (US, UK, DE, FR, JP, CA, AU, BR, IN). Niche or new apps often launch this way — popularity rankings appear once daily revenue clears the regional threshold.
🚀Version Release Timeline2 releases tracked
Profile is built from iTunes Lookup + developer site scrape + ML revenue model. Empty fields show "Not found" — additional sources (Crunchbase, X, IndieHackers, Acquire.com) coming.
📝 About this app
Our award-winning app gives you professional insights & powerful tools to help you make smarter money decisions.
• Invest in stocks, ETFs & mutual funds using industry-leading research & analysis
• Trade & transfer cryptocurrencies like bitcoin & ethereum with Fidelity Crypto®
Cash management
• Trade, transfer, deposit checks & pay bills
• Schedule transfers & automate investments
Alerts & notifications
• Receive timely alerts & set price triggers to help manage your stock trading
24/7 support & account protection… View full description on the official store →
• Invest in stocks, ETFs & mutual funds using industry-leading research & analysis
• Trade & transfer cryptocurrencies like bitcoin & ethereum with Fidelity Crypto®
Cash management
• Trade, transfer, deposit checks & pay bills
• Schedule transfers & automate investments
Alerts & notifications
• Receive timely alerts & set price triggers to help manage your stock trading
24/7 support & account protection… View full description on the official store →
App Specs
🔐 Own this app? Claim & verify MRR →💾 392 MB🔞 4+📱 iOS 17.0+🔖 v4.33🔄 updated 0d ago🌐 EN📂 Finance💰 Paid
📅
What Worked™ · Development Pipeline
10 EVENTS TRACKEDDetected changes in this app over its tracked lifetime — each event links cause (what changed) to effect (what moved). Sorted newest first.See full history →Version history →
2026-05
🔧
Shipped update — v? → v4.32
2026-04
⭐
Rating ↑ 2.99 → 4.79 (improved 1.80★)
2026-04
📈
Crossed 1,000 ratings — social-proof flywheel kicking in
2026-03
📈
Crossed 500 ratings — social-proof flywheel kicking in
2026-01
📈
Crossed 100 ratings — social-proof flywheel kicking in
2026-01
📈
Crossed 50 ratings — social-proof flywheel kicking in
2026-01
📈
Crossed 10 ratings — social-proof flywheel kicking in
2026-01
⭐
Rating ↑ 2.40 → 2.83 (improved 0.43★)
2026-01
⭐
Rating ↑ 2.00 → 3.00 (improved 1.00★)
2026-01
🚀
First tracked snapshot — initial data captured
🔎
ASO Keyword Positions
BEST RANK #3Ranked for 2 App Store search queryies in our last keyword sweep. Lower position = closer to the top.
investing·#3🇺🇸stocks·#3🇺🇸
Last sweep: 2026-05-19 · iTunes Search API
🔔
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📝 Description
95
BU Score · Transcendent
Full revenue analysis
Read the article-style breakdown for Fidelity Investments: category rank, percentile, growth signal, comparable apps, and how the forecast is calibrated against verified-MRR anchors in this niche.
More by Fidelity Investments
View all →📦 Portfolio summaryINDIE studio
6apps·$67K/mocombined
✓ Diversified — top app contributes 40%; risk spread across portfolio
About this analysis
Why high confidence: 3,119,976 ratings · no founder-verified revenue (model estimate only).
❓ Frequently Asked Questions
4 answers · auto-generated from this app's public dataHow much does Fidelity Investments make per month?▴
Based on our ML-calibrated revenue forecast, Fidelity Investments earns approximately $24K/mo. This is a US-storefront-equivalent estimate; global revenue can be several times larger for internationally-distributed apps. See the methodology page for the full formula and confidence bands.
What apps are like Fidelity Investments?▴
Browse the full Finance category catalog to find similar apps with revenue, build cost, audience and tech stack data. Each /p/{slug} page also shows a Compare side-by-side widget with three peer apps from the same niche.
Who makes Fidelity Investments?▴
Fidelity Investments is published by Fidelity Investments on the Apple App Store. See the full publisher portfolio (other apps by the same developer) via the More by developer block on the product page above.
What is Fidelity Investments's BU Score?▴
Fidelity Investments has a BU Score of 90/100 (Transcendent). The score combines App Store rating, ratings count, monetization model and revenue signals calibrated against founder-verified MRR anchors. See the BU Score formula.