Fidelity is a firm that provides investment management, administrative support, financial advisor, fiduciary trustee, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Fidelity clients are hospitals, health and welfare funds, and grantmaking foundations with revenues ranging from $18 million to $205 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 | Chesapeake Lighthouse Foundation | 501(c)(3) | Laurel, MD | ||
| 7 | Tabor Academy | 501(c)(3) | Marion, MA | ||
| 8 | Burnham Family Foundation | 501(c)(3) | Wilmington, DE | ||
| 9 | National Telecommunications Cooperative Association (NTCA) | 501(c)(6) | Arlington, VA | ||
| 10 | Gary E Milgard Family Foundation-Lori | 501(c)(3) | Tacoma, WA | ||
| ... | and 74 more Fidelity not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity in the nonprofit sector include Oneamerica Retirement Services LLC, State Street Global Advisors, Paychex, Inc., Capfinancial Partners, LLC, Benefit Plans Admin Services, Inc., JP Morgan Chase, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., NFP Retirement Inc., and US Bank.
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