Fidelity Investments Institutional is a firm that provides investment management, administrative support, insurance agent or broker, fiduciary trustee, and financial advisor 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 $37 million to $820 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Dignity Health | 501(c)(3) | San Francisco, CA | ||
| 2 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 3 | Yale New Haven Hospital (YNHH) | 501(c)(3) | New Haven, CT | ||
| 4 | Duke University | 501(c)(3) | Durham, NC | ||
| 5 | Michael and Susan Dell Foundation (MSDF) | 501(c)(3) | Austin, TX | ||
| 6 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 7 | Direct Relief | 501(c)(3) | Santa Barbara, CA | ||
| 8 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 9 | The Ford Foundation | 501(c)(3) | New York, NY | ||
| 10 | William and Flora Hewlett Foundation | 501(c)(3) | Menlo Park, CA | ||
| ... | and 958 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., JP Morgan Chase, Adp, Capfinancial Partners, LLC, LPL Financial, The Segal Company, The Vanguard Group, Wells Fargo Bank, Gallagher Benefit Services Inc, and Global Retirement Partners LLC.
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