Fidelity Investments is a firm that provides investment management, administrative support, actuarial services, commercial bank, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).
Most Fidelity Investments clients are individual and family services and outpatient health care practitioners and facilities with revenues ranging from $14 million to $92 million.
Previous legal names, trade names, or just variations of their name include: Fidelity Investments Co, Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Battelle Memorial Institute | 501(c)(3) | Columbus, OH | ||
| 2 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 3 | US Committee for Refugees and Immigrants (USCRI) | 501(c)(3) | Arlington, VA | ||
| 4 | Second Harvest Heartland | 501(c)(3) | Brooklyn Park, MN | ||
| 5 | Community FoodBank of New Jersey (CFBNJ) | 501(c)(3) | Hillside, NJ | ||
| 6 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 7 | New York Road Runners | 501(c)(3) | New York, NY | ||
| 8 | Planned Parenthood of Greater New York (PPNYC) | 501(c)(3) | Brooklyn, NY | ||
| 9 | Wheeler Clinic | 501(c)(3) | Plainville, CT | ||
| 10 | Forgotten Harvest | 501(c)(3) | Oak Park, MI | ||
| ... | and 1,153 more Fidelity Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity Investments in the nonprofit sector include Great-West Life and Annuity Insurance Co., Mutual Of America Life Insurance Company, Capfinancial Partners, LLC, JP Morgan Chase, Transamerica Retirement Solutions, Stancorp Financial Group, Wells Fargo Bank, Gallagher Benefit Services Inc, Principal Life Insurance Company, and Ascensus.
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