Cause IQ vendor profile

Fidelity Investments

Fidelity Investments is a firm that provides investment management, administrative support, commercial bank, actuarial services, and third party administration to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Fidelity Investments clients are outpatient health care practitioners and facilities, hospitals, and colleges, universities, and professional schools with revenues ranging from $14 million to $300 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:
$218 mil revenue
Median client size:
$23 mil revenue

Fidelity Investments client list

1Harvard University501(c)(3)Cambridge, MA
2Cleveland Clinic501(c)(3)Independence, OH
3American University (AU)501(c)(3)Washington, DC
4Mount Holyoke College501(c)(3)South Hadley, MA
5Church Avenue Merchants Block Association (CAMBA)501(c)(3)Brooklyn, NY
6Vera Institute of Justice501(c)(3)Brooklyn, NY
7American College of Surgeons (ACS)501(c)(3)Chicago, IL
8Community FoodBank of New Jersey (CFBNJ)501(c)(3)Hillside, NJ
9American Academy of Orthopedic Surgeons (AAOS)501(c)(3)Rosemont, IL
10American Association for Justice (AAJ)501(c)(6)Washington, DC
...and 288 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 Mutual Of America Life Insurance Company, Stancorp Financial Group, Principal Life Insurance Company, Newport Group, Inc., Ascensus, Principal Financial Group, State Street Global Advisors, Great-West Life and Annuity Insurance Co., Merrill Lynch Pierce Fenner and Smith, and Great West Life and Annuity Company.

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