Fidelity is a firm that provides investment management, administrative support, financial advisor, fiduciary trustee, and third party administration to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Fidelity clients are hospitals, health and welfare funds, and grantmaking foundations with revenues ranging from $18 million to $215 million.
Previous legal names, trade names, or just variations of their name include: Fidelity Info Services; and Fidelity Information Systems (Fis).
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Healthcare Information and Management Systems Society (HIMSS) | 501(c)(6) | Chicago, IL | ||
| 2 | Association of The United States Army | 501(c)(3) | Arlington, VA | ||
| 3 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 4 | Freedom Forum | 501(c)(3) | Washington, DC | ||
| 5 | Corporation of Haverford College | 501(c)(3) | Haverford, PA | ||
| 6 | Tabor Academy | 501(c)(3) | Marion, MA | ||
| 7 | Burnham Family Foundation | 501(c)(3) | Wilmington, DE | ||
| 8 | National Telecommunications Cooperative Association (NTCA) | 501(c)(6) | Arlington, VA | ||
| 9 | Phillips Brooks School (PBS) | 501(c)(3) | Menlo Park, CA | ||
| 10 | Eugene and Janet Lerner Family Foundation | 501(c)(3) | Chicago, IL | ||
| ... | and 65 more Fidelity not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity in the nonprofit sector include Adp, State Street Global Advisors, Benefit Plans Admin Services, Inc., US Bank, Transamerica, Oneamerica Retirement Services LLC, Paychex, Inc., Transamerica Retirement Solutions, JP Morgan Chase, and Capfinancial Partners, LLC.
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