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, Florida, Massachusetts, Minnesota, Pennsylvania, and Virginia (although they are present in other states as well).
Most Fidelity Management Trust Company clients are hospitals, credit unions, colleges, universities, and professional schools, community housing services, grantmaking foundations, environment, conservation, and wildlife organizations, and social advocacy organizations with revenues ranging from $108 million to $2.5 billion.
| Name | Type | Location | |
|---|---|---|---|
| 1 | National Rifle Association (NRA) | 501(c)(4) | Fairfax, VA |
| 2 | University of Miami (UM) | 501(c)(3) | Coral Gables, FL |
| 3 | Beth Israel Lahey Health | 501(c)(3) | Charlestown, MA |
| 4 | Linc Housing Corporation | 501(c)(3) | Long Beach, CA |
| 5 | Aspirus St Luke's Hospital | 501(c)(3) | Duluth, MN |
| 6 | Ecology Action of Santa Cruz | 501(c)(3) | Santa Cruz, CA |
| 7 | Wescom Credit Union | 501(c)(14) | Pasadena, CA |
| 8 | John Fox Scholarship Fund | 501(c)(3) | Philadelphia, PA |
Competitors to Fidelity Management Trust Company in the nonprofit sector include U.s. Bank National Association, Principal, Fidelity, Minnesota Life Insurance Company, Oneamerica Retirement Services LLC, Paychex, Inc., Benefit Plans Admin Services, Inc., Well and Good LLC, Newport Group, and The Standard.
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.