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, services for the elderly and people with disabilities, residential intellectual and developmental disability facilities, religious organizations, and grantmaking foundations with revenues ranging from $12 million to $81 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.
| 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 | 501(c)(3) | Bronx, NY | ||
| 5 | Graham Windham | 501(c)(3) | Brooklyn, NY | ||
| 6 | Buckelew Programs | 501(c)(3) | Novato, CA | ||
| 7 | Rosenbaum Yeshiva of North Jersey (RYNJ) | 501(c)(3) | River Edge, NJ | ||
| 8 | United Way of Central and Northeastern Connecticut | 501(c)(3) | Hartford, CT | ||
| 9 | Staten Island Mental Health Society | 501(c)(3) | Staten Island, NY | ||
| 10 | Dynamic Youth Community (DYC) | 501(c)(3) | Brooklyn, NY | ||
| ... | and 29 more Fidelity Management and Research Co. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity Management and Research Co. in the nonprofit sector include Pacific Investment Management Company, Fiduciary Investment Advisors, Morningstar, Wells Fargo Clearing Services LLC, Capital Research and Management Company, Ubs Financial Services, Inc., Proaccount, Capfinancial Partners, LLC, The Segal Company, and Cambridge Investment Research Inc.
Log in to see a complete profile, including complete list of identified clients.
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.