Cause IQ vendor profile

Fidelity Management and Research Comp


Fidelity Management and Research Comp is a firm that provides investment management 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 Comp clients are outpatient health care practitioners and facilities, individual and family services, civic and social organizations, and child and youth services with revenues ranging from $13 million to $121 million.

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

Primary location:
Boston, MA
Clients in:
MA
Identified clients:
113
Avg client size:
$38 mil revenue
Median client size:
$18 mil revenue

Fidelity Management and Research Comp client list

 NameTypeLocation
1Adapt Community Network501(c)(3)New York, NY
2Forgotten Harvest501(c)(3)Oak Park, MI
3Wheeler Clinic501(c)(3)Plainville, CT
4Michigan Humane501(c)(3)Detroit, MI
5University Settlement Society of New York501(c)(3)New York, NY
6American Heart Association (AHA)501(c)(3)Dallas, TX
7Special Service for Groups (SSG)501(c)(3)Los Angeles, CA
8Children's Home Society of California501(c)(3)Los Angeles, CA
9New York Medical College (NYMC)501(c)(3)Valhalla, NY
10Children's Aid and Family Services (CAFSNJ)501(c)(3)Paramus, NJ
...and 103 more Fidelity Management and Research Comp not-for-profit tax-exempt clients identified by Cause IQ

Fidelity Management and Research Comp competitors

Competitors to Fidelity Management and Research Comp in the nonprofit sector include Empower Retirement Advisory Service, Janus Distributors, LLC, American Century Investment Managem, Valic, Express Scripts, Inc., Aetna Life Insurance Co., Hartford Life Insurance Company, Companion Life Insurance Company, CBIZ Benefits and Insurance Services, and NFP Insurance Services Inc.

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