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 $748 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 The Segal Company, Voya Retirement Insurance and Annuity Co., Capfinancial Partners, LLC, Vanguard Energy Services LLC, Milliman, Charles Schwab and Co., Inc., Wells Fargo Bank, Global Retirement Partners LLC, The Vanguard Group, and Massachusetts Mutual Life Insurance Co..
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