Fidelity is a firm that provides investment management, administrative support, financial advisor, third party administration, and consulting services 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, grantmaking foundations, and health and welfare funds with revenues ranging from $15 million to $249 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 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 3 | Freedom Forum | 501(c)(3) | Washington, DC | ||
| 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 | The Erwin Rautenberg Foundation | 501(c)(3) | Inglewood, CA | ||
| 9 | Mass General Brigham Incorporated | 501(c)(3) | Somerville, MA | ||
| 10 | Hospital for Special Surgery (HSS) | 501(c)(3) | New York, NY | ||
| ... | and 55 more Fidelity not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity in the nonprofit sector include Stancorp Financial Group, Global Retirement Partners LLC, Massachusetts Mutual Life Ins. Co., Valic, Commonwealth Financial Network, CMFG Life Insurance Company, Kestra Advisory Services LLC, Matrix Trust Company, Raymond James and Associates, and Marquette and Associates.
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