Cause IQ vendor profile

Fidelity Investments Tax-Exempt Ser


Fidelity Investments Tax-Exempt Ser is a firm that provides insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Texas and Virginia (although they are present in other states as well).

Most Fidelity Investments Tax-Exempt Ser clients are hospitals and civic and social organizations with revenues ranging from $114 million to $1.7 billion.

Primary location:
Boston, MA
All locations:
MA
Identified clients:
24
Avg client size:
$621 mil revenue
Median client size:
$248 mil revenue

Fidelity Investments Tax-Exempt Ser client list

 NameTypeLocation
1Cooper University Health Care501(c)(3)Camden, NJ
2The Nature Conservancy501(c)(3)Arlington, VA
3Paralyzed Veterans of America501(c)(3)Washington, DC
4PeaceHealth501(c)(3)Vancouver, WA
5Children's Health501(c)(3)Dallas, TX
6Inova Health System501(c)(3)Fairfax, VA
7Scripps Research Institute501(c)(3)La Jolla, CA
8Beth Israel Deaconess Hospital-Plymouth501(c)(3)Plymouth, MA
9MedStar Health501(c)(3)Columbia, MD
10Cook CHILDREN'S Health Care System501(c)(3)Fort Worth, TX
...and 14 more Fidelity Investments Tax-Exempt Ser not-for-profit tax-exempt clients identified by Cause IQ

Fidelity Investments Tax-Exempt Ser competitors

Competitors to Fidelity Investments Tax-Exempt Ser in the nonprofit sector include Towers Watson, HM Life Insurance Company, Towers Watson Delaware Inc., Buck Global LLC, Transamerica, Edgewood Partners Insurance Center, Mercer, New York Life Insurance Company, Willis Towers Watson Us LLC, and Img.

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