Fidelity Investments Institutional is a firm that provides investment management, administrative support, insurance agent or broker, fiduciary trustee, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Fidelity Investments Institutional clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $35 million to $741 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Dignity Health | 501(c)(3) | San Francisco, CA | ||
| 2 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 3 | Harvard University | 501(c)(3) | Cambridge, MA | ||
| 4 | Yale New Haven Hospital (YNHH) | 501(c)(3) | New Haven, CT | ||
| 5 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 6 | Direct Relief | 501(c)(3) | Santa Barbara, CA | ||
| 7 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 8 | William and Flora Hewlett Foundation | 501(c)(3) | Menlo Park, CA | ||
| 9 | The Michael J. Fox Foundation for Parkinsons Research | 501(c)(3) | New York, NY | ||
| 10 | The Ford Foundation | 501(c)(3) | New York, NY | ||
| ... | and 853 more Fidelity Investments Institutional not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity Investments Institutional in the nonprofit sector include Voya Retirement Insurance and Annuity Co., The Segal Company, Capfinancial Partners, LLC, The Vanguard Group, Global Retirement Partners LLC, Wells Fargo Bank, Charles Schwab and Co., Inc., Milliman, Vanguard Energy Services LLC, and Massachusetts Mutual Life Insurance Co..
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.