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, colleges, universities, and professional schools, and social advocacy organizations with revenues ranging from $34 million to $709 million.

Primary location:
Boston, MA
All locations:
Identified clients:
Avg client size:
$329 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
5Yale New Haven Hospital (YNHH)501(c)(3)New Haven, CT
6Northwestern University501(c)(3)Evanston, IL
7The George Washington University (GWU)501(c)(3)Ashburn, VA
8William and Flora Hewlett Foundation501(c)(3)Menlo Park, CA
9Museum of Modern Art501(c)(3)New York, NY
10American Medical Association501(c)(6)Chicago, IL
...and 640 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 Aetna Life Insurance Company, Fidelity Investments, TIAA, Nationwide Life Insurance Company, Nationwide, The Vanguard Group, Charles Schwab and Co., Inc., Vanguard Energy Services LLC, Great-West Life and Annuity Insurance Co., and Capital Research and Management.

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