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 operate nationwide, with nonprofit clients using their services across the country.

Most Fidelity Investments Institutional clients are hospitals, outpatient health care practitioners and facilities, and colleges, universities, and professional schools with revenues ranging from $36 million to $743 million.

Primary location:
Boston, MA
All locations:
Identified clients:
Avg client size:
$328 mil revenue
Median client size:
$71 mil revenue

Fidelity Investments Institutional client list

1Dignity Health501(c)(3)San Francisco, CA
2Harvard University501(c)(3)Cambridge, MA
3Massachusetts Institute of Technology (MIT)501(c)(3)Cambridge, MA
4Duke University501(c)(3)Durham, NC
5Northwestern University501(c)(3)Evanston, IL
6Yale New Haven Hospital (YNHH)501(c)(3)New Haven, CT
7The George Washington University (GWU)501(c)(3)Ashburn, VA
8The Ford Foundation501(c)(3)New York, NY
9William and Flora Hewlett Foundation501(c)(3)Menlo Park, CA
10The Christian Broadcasting Network501(c)(3)Virginia Beach, VA
...and 604 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 The Vanguard Group, Aetna Life Insurance Company, TIAA, Nationwide, Charles Schwab and Co., Inc., Vanguard Energy Services LLC, Capital Research and Management, Great-West Life and Annuity Insurance Co., American Funds, and Wells Fargo Bank.

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