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 $329 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:
$215 mil revenue
Median client size:
$24 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
5Vera Institute of Justice501(c)(3)Brooklyn, NY
6Church Avenue Merchants Block Association (CAMBA)501(c)(3)Brooklyn, NY
7Community FoodBank of New Jersey (CFBNJ)501(c)(3)Hillside, NJ
8American College of Surgeons (ACS)501(c)(3)Chicago, IL
9American Academy of Orthopedic Surgeons (AAOS)501(c)(3)Rosemont, IL
10Big Brothers Big Sisters Of America501(c)(3)Tampa, FL
...and 299 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 Stancorp Financial Group, Mutual Of America Life Insurance Company, Principal Life Insurance Company, Newport Group, Inc., Ascensus, Principal Financial Group, State Street Global Advisors, Great West Life and Annuity Company, TIAA, and Great-West Life and Annuity Insurance Co..

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