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, health and welfare funds, outpatient health care practitioners and facilities, community housing services, vocational rehabilitation services, and religious organizations with revenues ranging from $12 million to $88 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:
38
Avg client size:
$72 mil revenue
Median client size:
$23 mil revenue

Fidelity Management and Research Co. client list

  Name Type Location
1 Young Adult Institute (YAI) 501(c)(3) New York, NY
2 Goodwill Industries International 501(c)(3) Rockville, MD
3 Andrew W. Mellon Foundation 501(c)(3) New York, NY
4 University of Mount Saint Vincent (CMSV) 501(c)(3) Bronx, NY
5 Graham Windham 501(c)(3) Brooklyn, NY
6 Cerebral Palsy OF Nassau County 501(c)(3) Roosevelt, NY
7 Buckelew Programs 501(c)(3) Novato, CA
8 Rosenbaum Yeshiva of North Jersey (RYNJ) 501(c)(3) River Edge, NJ
9 United Way of Central and Northeastern Connecticut 501(c)(3) Hartford, CT
10 Staten Island Mental Health Society 501(c)(3) Staten Island, NY
... and 28 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 Fiducient Advisors, Valic Retirement Services Company, Trowe Price, TD Ameritrade, J P Morgan, Jpmorgan Chase Bank Na, Eagle Capital Management LLC, The Variable Annuity Life Insurance, Kestra Investment Services LLC, and Nationwide.

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