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 $17 million to $213 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 (AUSA) | 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 | Southern Environmental Law Center (SELC) | 501(c)(3) | Charlottesville, VA | ||
| 6 | Corporation of Haverford College | 501(c)(3) | Haverford, PA | ||
| 7 | Individual Advocacy Group (IAG) | 501(c)(3) | Romeoville, IL | ||
| 8 | Tabor Academy | 501(c)(3) | Marion, MA | ||
| 9 | Chesapeake Lighthouse Foundation | 501(c)(3) | Laurel, MD | ||
| 10 | Burnham Family Foundation | 501(c)(3) | Wilmington, DE | ||
| ... | and 72 more Fidelity not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity in the nonprofit sector include Massachusetts Mutual Life Ins Company, State Street Bank and Trust, United Healthcare, Reliance Trust Company, Pentegra Services Inc., TD Ameritrade, Edward Jones, Metlife, Nationwide, and Merrill Lynch Pierce Fenner and Smith.
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