Cause IQ vendor profile

Fidelity Investments Institutional

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 $33 million to $736 million.

Primary location:
Boston, MA
All locations:
Identified clients:
Avg client size:
$390 mil revenue
Median client size:
$67 mil revenue

Fidelity Investments Institutional client list

1Dignity Health501(c)(3)San Francisco, CA
2Harvard University501(c)(3)Cambridge, MA
3The Cleveland Clinic Foundation501(c)(3)Independence, OH
4Massachusetts Institute of Technology (MIT)501(c)(3)Cambridge, MA
5Direct Relief501(c)(3)Santa Barbara, CA
6Glenstone Foundation501(c)(3)Potomac, MD
7The George Washington University (GWU)501(c)(3)Ashburn, VA
8William and Flora Hewlett Foundation501(c)(3)Menlo Park, CA
9The Ford Foundation501(c)(3)New York, NY
10American Medical Association501(c)(6)Chicago, IL
...and 828 more Fidelity Investments Institutional not-for-profit tax-exempt clients identified by Cause IQ

Fidelity Investments Institutional competitors

Competitors to Fidelity Investments Institutional in the nonprofit sector include JP Morgan Chase, Voya Retirement Insurance and Annuity Co., Fidelity Investments, Aetna Life Insurance Company, Massachusetts Mutual Life Insurance Co., Ascensus, TIAA, Wells Fargo Bank, Global Retirement Partners LLC, and The Vanguard Group.

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