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 $15 million to $200 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 | Freedom Forum | 501(c)(3) | Washington, DC | ||
| 3 | Association of The United States Army | 501(c)(3) | Arlington, VA | ||
| 4 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 5 | Corporation of Haverford College | 501(c)(3) | Haverford, PA | ||
| 6 | Tabor Academy | 501(c)(3) | Marion, MA | ||
| 7 | National Telecommunications Cooperative Association (NTCA) | 501(c)(6) | Arlington, VA | ||
| 8 | Phillips Brooks School (PBS) | 501(c)(3) | Menlo Park, CA | ||
| 9 | Burnham Family Foundation | 501(c)(3) | Wilmington, DE | ||
| 10 | The Erwin Rautenberg Foundation | 501(c)(3) | Inglewood, CA | ||
| ... | and 67 more Fidelity not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity in the nonprofit sector include Towers Watson, Oneamerica Retirement Services LLC, State Street Global Advisors, Paychex, Inc., Capfinancial Partners, LLC, Benefit Plans Admin Services, Inc., Adp, US Bank, Transamerica Retirement Solutions, and Transamerica.
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