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, and outpatient health care practitioners and facilities with revenues ranging from $20 million to $505 million.

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

Primary location:
Cincinnati, OH
All locations:
MA, OH
Identified clients:
128
Avg client size:
$322 mil revenue
Median client size:
$38 mil revenue

Fidelity Investments client list

 NameTypeLocation
1The Cleveland Clinic Foundation501(c)(3)Independence, OH
2Harvard University501(c)(3)Cambridge, MA
3American College of Surgeons (ACS)501(c)(3)Chicago, IL
4American Council on Education (ACE)501(c)(3)Washington, DC
5English Language Institute in China501(c)(3)Fort Collins, CO
6March of Dimes501(c)(3)Arlington, VA
7National Audubon Society501(c)(3)New York, NY
8Southern Environmental Law Center (SELC)501(c)(3)Charlottesville, VA
9CHILDREN'S Defense Fund (CDF)501(c)(3)Washington, DC
10University of Southern California (USC)501(c)(3)Los Angeles, CA
...and 118 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, Newport Group, Inc., Great West Life and Annuity Company, Principal Life Insurance Company, TIAA, Merrill Lynch Pierce Fenner and Smith, Great-West Life and Annuity Insurance Co., Benefit Plans Admin Services, Inc., and State Street Global Advisors.

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