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 $199 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 | 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 | Eugene and Janet Lerner Family Foundation | 501(c)(3) | Chicago, IL | ||
| ... | and 68 more Fidelity not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity in the nonprofit sector include Edward Jones, State Street Bank and Trust, Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, TD Ameritrade, Pentegra Services Inc., Voya Retirement Insurance and Annui, Resources Investment Advisors, Inc., and Nationwide.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.