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 $34 million to $711 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Harvard University | 501(c)(3) | Cambridge, MA | ||
| 2 | Dignity Health | 501(c)(3) | San Francisco, CA | ||
| 3 | Cleveland Clinic | 501(c)(3) | Independence, OH | ||
| 4 | Yale New Haven Hospital (YNHH) | 501(c)(3) | New Haven, CT | ||
| 5 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 6 | Direct Relief | 501(c)(3) | Santa Barbara, CA | ||
| 7 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 8 | The Ford Foundation | 501(c)(3) | New York, NY | ||
| 9 | William and Flora Hewlett Foundation | 501(c)(3) | Menlo Park, CA | ||
| 10 | American Medical Association | 501(c)(6) | Chicago, IL | ||
| ... | and 856 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., The Segal Company, Capfinancial Partners, LLC, The Vanguard Group, Wells Fargo Bank, Global Retirement Partners LLC, Massachusetts Mutual Life Insurance Co., Aetna Life Insurance Company, Newport Group, Inc., and Ascensus.
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