Fidelity Management Trust Company is a firm that provides investment management, fiduciary trustee, administrative support, commercial bank, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in California, Massachusetts, New Hampshire, Pennsylvania, Virginia, and Washington (although they are present in other states as well).
Most Fidelity Management Trust Company clients are hospitals, individual and family services, environment, conservation, and wildlife organizations, social advocacy organizations, and civic and social organizations with revenues ranging from $27 million to $810 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | National Rifle Association (NRA) | 501(c)(4) | Fairfax, VA |
| 2 | Beth Israel Lahey Health | 501(c)(3) | Cambridge, MA |
| 3 | The Kintock Group | 501(c)(3) | Fort Washington, PA |
| 4 | Boys and Girls Clubs of South Puget Sound | 501(c)(3) | Tacoma, WA |
| 5 | Eisenhower Medical Center | 501(c)(3) | Rancho Mirage, CA |
| 6 | Ecology Action of Santa Cruz | 501(c)(3) | Santa Cruz, CA |
| 7 | Catholic Medical Center | 501(c)(3) | Manchester, NH |
| 8 | Blue Diamond Growers | 501(c)(93) | Sacramento, CA |
Competitors to Fidelity Management Trust Company in the nonprofit sector include TD Ameritrade Trust Company, Newport Trust Company, Sei Investments, Massachusetts Mutual Life Ins Company, TD Ameritrade, Well and Good LLC, Metlife Insurance Company, Fiduciary Investment Advisors, RBC Capital Markets, and Sei.
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