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 and outpatient health care practitioners and facilities with revenues ranging from $15 million to $142 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
All locations:
MA, OH
Identified clients:
68
Avg client size:
$58 mil revenue
Median client size:
$20 mil revenue

Fidelity Management and Research Co. client list

 NameTypeLocation
1Annie E Casey Foundation (AECF)501(c)(3)Baltimore, MD
2Young Adult Institute (YAI)501(c)(3)New York, NY
3New York Road Runners501(c)(3)New York, NY
4Goodwill Industries International501(c)(3)Rockville, MD
5North Texas Food Bank501(c)(3)Plano, TX
6Oxfam-America501(c)(3)Boston, MA
7New York Medical College (NYMC)501(c)(3)Valhalla, NY
8College of Mt St Vincent (CMSV)501(c)(3)Bronx, NY
9Wesley Homes501(c)(3)Des Moines, WA
10Graham Windham501(c)(3)Brooklyn, NY
...and 58 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 Neuberger Berman BD LLC, Fiduciary Investment Advisors, Benefit Plans Admin Services, Inc., Capital Research and Management Company, Ubs Financial Services, Capfinancial Partners, LLC, Sei, Ubs Financial Services, Inc., US Bank, and Voya Retirement Insurance and Annuity Co..

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!