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 $817 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Dignity Health | 501(c)(3) | Phoenix, AZ | ||
| 2 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 3 | Yale New Haven Hospital (YNHH) | 501(c)(3) | New Haven, CT | ||
| 4 | Michael and Susan Dell Foundation (MSDF) | 501(c)(3) | Austin, TX | ||
| 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 952 more Fidelity Investments Institutional not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity Investments Institutional in the nonprofit sector include Massachusetts Mutual Life Insurance Co., Newport Group, Inc., Aetna Life Insurance Company, Ascensus, TIAA, Fidelity Investments, Principal Life Insurance Company, Empower Annuity Insurance Company, Global Retirement Partners LLC, and Wells Fargo Bank.
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