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.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Dignity Health | 501(c)(3) | San Francisco, CA | ||
| 2 | Harvard University | 501(c)(3) | Cambridge, MA | ||
| 3 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 4 | Massachusetts Institute of Technology (MIT) | 501(c)(3) | Cambridge, MA | ||
| 5 | Direct Relief | 501(c)(3) | Santa Barbara, CA | ||
| 6 | Glenstone Foundation | 501(c)(3) | Potomac, MD | ||
| 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 828 more Fidelity Investments Institutional not-for-profit tax-exempt clients identified by Cause IQ | ||||
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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