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 $103 million.
Previous legal names, trade names, or just variations of their name include: Fidelity Investments Co, Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Harvard University | 501(c)(3) | Cambridge, MA | ||
| 2 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 3 | American University (AU) | 501(c)(3) | Washington, DC | ||
| 4 | US Committee for Refugees and Immigrants (USCRI) | 501(c)(3) | Arlington, VA | ||
| 5 | Project Management Institute (PMI) | 501(c)(6) | Newtown Square, PA | ||
| 6 | Vera Institute of Justice | 501(c)(3) | Brooklyn, NY | ||
| 7 | Second Harvest Heartland | 501(c)(3) | Brooklyn Park, MN | ||
| 8 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 9 | Community FoodBank of New Jersey (CFBNJ) | 501(c)(3) | Hillside, NJ | ||
| 10 | Management Sciences for Health (MSH) | 501(c)(3) | Medford, MA | ||
| ... | and 1,102 more Fidelity Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity Investments in the nonprofit sector include JP Morgan Chase, Principal Life Insurance Company, Ascensus, TIAA, Great-West Life and Annuity Insurance Co., Mutual Of America Life Insurance Company, Stancorp Financial Group, Wells Fargo Bank, Milliman, and Vanguard Energy Services LLC.
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