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 and hospitals with revenues ranging from $12 million to $263 million.

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

Primary location:
Boston, MA
All locations:
MA, IL, OH
Identified clients:
251
Avg client size:
$178 mil revenue
Median client size:
$18 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 Academy of Orthopedic Surgeons (AAOS)501(c)(3)Rosemont, IL
5Federation of Multicultural Programs501(c)(3)Brooklyn, NY
6Community Hospice Incororated (CHI)501(c)(3)Modesto, CA
7Catholic Charities of Southern Nevada501(c)(3)Las Vegas, NV
8English Language Institute in China501(c)(3)Fort Collins, CO
9March of Dimes501(c)(3)Arlington, VA
10Southern Environmental Law Center (SELC)501(c)(3)Charlottesville, VA
...and 241 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 Principal Life Insurance Company, Newport Group, Inc., Ascensus, Principal Financial Group, Mutual Of America Life Insurance Company, Stancorp Financial Group, Great West Life and Annuity Company, TIAA, State Street Global Advisors, and Great-West Life and Annuity Insurance Co..

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