Fidelity is a firm that provides investment management, administrative support, financial advisor, third party administration, and consulting services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Fidelity clients are hospitals, grantmaking foundations, and health and welfare funds with revenues ranging from $15 million to $202 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 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 4 | Biola University | 501(c)(3) | La Mirada, CA | ||
| 5 | Tabor Academy | 501(c)(3) | Marion, MA | ||
| 6 | National Telecommunications Cooperative Association (NTCA) | 501(c)(6) | Arlington, VA | ||
| 7 | Phillips Brooks School (PBS) | 501(c)(3) | Menlo Park, CA | ||
| 8 | Burnham Family Foundation | 501(c)(3) | Wilmington, DE | ||
| 9 | The Erwin Rautenberg Foundation | 501(c)(3) | Inglewood, CA | ||
| 10 | Mass General Brigham Incorporated | 501(c)(3) | Somerville, MA | ||
| ... | and 61 more Fidelity not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity in the nonprofit sector include Resources Investment Advisors, Inc., Usi Consulting Group, Cetera Advisor Networks, LLC, Reliance Trust Company, Edward Jones, Nationwide, Newport Trust Company, Aon Hewitt, RBC Wealth Management, and Sei Investments.
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