Cause IQ vendor profile

Fidelity Management and Research Co.


Fidelity Management and Research Co. is a firm that provides investment management and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).

Most Fidelity Management and Research Co. clients are individual and family services, outpatient health care practitioners and facilities, and community housing services with revenues ranging from $16 million to $147 million.

Previous legal names, trade names, or just variations of their name include: Fidelity Management and Research; Fidelity Management Research Co.; and Fidelity Management Research.

Primary location:
Boston, MA
Clients in:
OH, MA
Identified clients:
58
Avg client size:
$58 mil revenue
Median client size:
$22 mil revenue

Fidelity Management and Research Co. client list

  Name Type Location
1 Young Adult Institute (YAI) 501(c)(3) New York, NY
2 Annie E Casey Foundation (AECF) 501(c)(3) Baltimore, MD
3 New York Road Runners 501(c)(3) New York, NY
4 Goodwill Industries International 501(c)(3) Rockville, MD
5 North Texas Food Bank 501(c)(3) Plano, TX
6 Alameda County Community Food Bank 501(c)(3) Oakland, CA
7 Oxfam-America 501(c)(3) Boston, MA
8 University of Mount Saint Vincent (CMSV) 501(c)(3) Bronx, NY
9 Graham Windham 501(c)(3) Brooklyn, NY
10 Hartford Healthcare 501(c)(3) Hartford, CT
... and 48 more Fidelity Management and Research Co. not-for-profit tax-exempt clients identified by Cause IQ

Fidelity Management and Research Co. competitors

Competitors to Fidelity Management and Research Co. in the nonprofit sector include Fiduciary Investment Advisors, Sei, Morningstar, Capfinancial Partners, LLC, Adp, Ubs Financial Services, Cambridge Investment Research Inc, RBC Capital Markets, The Segal Company, and US Bank.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!