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 $725 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 Ford Foundation | 501(c)(3) | New York, NY | ||
| 10 | American Medical Association | 501(c)(6) | Chicago, IL | ||
| ... | and 854 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, Massachusetts Mutual Life Insurance Co., Ascensus, Aetna Life Insurance Company, and Fidelity Investments.
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