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 hospitals, colleges, universities, and professional schools, outpatient health care practitioners and facilities, and social advocacy organizations with revenues ranging from $22 million to $463 million.

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

Primary location:
Cincinnati, OH
All locations:
Identified clients:
Avg client size:
$315 mil revenue
Median client size:
$37 mil revenue

Fidelity Investments client list

1President and Fellows of Harvard College501(c)(3)Cambridge, MA
2The Cleveland Clinic Foundation501(c)(3)Independence, OH
3American College of Surgeons (ACS)501(c)(3)Chicago, IL
4American Council on Education (ACE)501(c)(3)Washington, DC
5English Language Institute in China (ELIC)501(c)(3)FT Collins, CO
6March of Dimes Foundation501(c)(3)White Plains, NY
7National Audubon Society501(c)(3)New York, NY
8Southern Environmental Law Center (SELC)501(c)(3)Charlottesvle, VA
9Childrens Defense Fund (CDF)501(c)(3)Washington, DC
10University of Southern California (USC)501(c)(3)Los Angeles, CA
...and 112 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, Great West Life and Annuity Company, Newport Group, Inc., TIAA, Principal Life Insurance Company, Mutual Of America Life Insurance Company, Great-West Life and Annuity Insurance Co., Merrill Lynch Pierce Fenner and Smith, Lincoln National Corporation, and Metlife.

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