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 $254 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 | Beth Israel Deaconess Medical Center (BIDMC) | 501(c)(3) | Boston, MA | ||
| ... | and 62 more Fidelity not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity in the nonprofit sector include Kibble and Prentice, Well and Good LLC, MML Investors Services, Lincoln Financial Advisors, Gallagher Benefit Services, Milliman, Aetna Inc, Morgan Stanley, Nixon Peabody, and Capfinancial Partners.
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