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 $786 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Dignity Health | 501(c)(3) | Phoenix, AZ | ||
| 2 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 3 | Massachusetts Institute of Technology (MIT) | 501(c)(3) | Cambridge, MA | ||
| 4 | Yale New Haven Hospital (YNHH) | 501(c)(3) | New Haven, CT | ||
| 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 946 more Fidelity Investments Institutional not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity Investments Institutional in the nonprofit sector include TIAA, Fidelity Investments, Massachusetts Mutual Life Insurance Co., Principal Life Insurance Company, Ascensus, Newport Group, Inc., Empower Annuity Insurance Company, Aetna Life Insurance Company, Great-West Life and Annuity Insurance Co., and Nationwide Life Insurance Company.
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