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, outpatient health care practitioners and facilities, and residential intellectual and developmental disability facilities with revenues ranging from $14 million to $83 million.
Previous legal names, trade names, or just variations of their name include: Fidelity Investments Co, Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 2 | American University (AU) | 501(c)(3) | Washington, DC | ||
| 3 | US Committee for Refugees and Immigrants (USCRI) | 501(c)(3) | Arlington, VA | ||
| 4 | Project Management Institute (PMI) | 501(c)(6) | Newtown Square, PA | ||
| 5 | Second Harvest Heartland | 501(c)(3) | Brooklyn Park, MN | ||
| 6 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 7 | Community FoodBank of New Jersey (CFBNJ) | 501(c)(3) | Hillside, NJ | ||
| 8 | New York Road Runners | 501(c)(3) | New York, NY | ||
| 9 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 10 | Forgotten Harvest | 501(c)(3) | Oak Park, MI | ||
| ... | and 1,152 more Fidelity Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity Investments in the nonprofit sector include Transamerica Retirement Solutions, JP Morgan Chase, Great-West Life and Annuity Insurance Co., Mutual Of America Life Insurance Company, Stancorp Financial Group, Wells Fargo Bank, Gallagher Benefit Services Inc, Principal Life Insurance Company, TIAA, and Ascensus.
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