Cause IQ vendor profile

Fidelity Investments

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 (although they are present in other states as well).

Most Fidelity Investments clients are outpatient health care practitioners and facilities, individual and family services, and residential intellectual and developmental disability facilities with revenues ranging from $14 million to $101 million.

Previous legal names, trade names, or just variations of their name include: Fidelity Investments Co, Inc..

Primary location:
Boston, MA
All locations:
Identified clients:
Avg client size:
$112 mil revenue
Median client size:
$20 mil revenue

Fidelity Investments client list

1Harvard University501(c)(3)Cambridge, MA
2The Chicago Community Trust501(c)(3)Chicago, IL
3American University (AU)501(c)(3)Washington, DC
4US Committee for Refugees and Immigrants (USCRI)501(c)(3)Arlington, VA
5Project Management Institute (PMI)501(c)(6)Newtown Square, PA
6Vera Institute of Justice501(c)(3)Brooklyn, NY
7Second Harvest Heartland501(c)(3)Brooklyn Park, MN
8Kipp DC Public Charter Schools501(c)(3)Washington, DC
9Community FoodBank of New Jersey (CFBNJ)501(c)(3)Hillside, NJ
10American Committee and the Weizmann Institute of Science501(c)(3)New York, NY
...and 1,092 more Fidelity Investments not-for-profit tax-exempt clients identified by Cause IQ

Fidelity Investments competitors

Competitors to Fidelity Investments in the nonprofit sector include JP Morgan Chase, Wells Fargo Bank, Mutual Of America Life Insurance Company, Great-West Life and Annuity Insurance Co., Principal Life Insurance Company, TIAA, Milliman, Vanguard Energy Services LLC, BNY Mellon, and Capfinancial Partners, LLC.

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