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 $12 million to $122 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:
43
Avg client size:
$70 mil revenue
Median client size:
$24 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 United Way of Greater St. Louis 501(c)(3) Saint Louis, MO
7 Cerebral Palsy OF Nassau County 501(c)(3) Roosevelt, NY
8 Buckelew Programs 501(c)(3) Novato, CA
9 Rosenbaum Yeshiva of North Jersey (RYNJ) 501(c)(3) River Edge, NJ
10 United Way of Central and Northeastern Connecticut 501(c)(3) Hartford, CT
... and 33 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 Merrill Lynch, Matrix Trust Company, U.s. Bank National Association, Alerus Financial, N.a., Raymond James and Associates, Kestra Advisory Services LLC, Ubs, Wilmington Trust, The Union Labor Life Insurance Company, and Stancorp Financial Group.

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