Fidelity is a firm that provides investment management, administrative support, financial advisor, third party administration, and consulting services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Fidelity clients are hospitals, grantmaking foundations, and health and welfare funds with revenues ranging from $15 million to $269 million.
Previous legal names, trade names, or just variations of their name include: Fidelity Info Services; and Fidelity Information Systems (Fis).
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Healthcare Information and Management Systems Society (HIMSS) | 501(c)(6) | Chicago, IL | ||
| 2 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 3 | Freedom Forum | 501(c)(3) | Washington, DC | ||
| 4 | Biola University | 501(c)(3) | La Mirada, CA | ||
| 5 | Tabor Academy | 501(c)(3) | Marion, MA | ||
| 6 | National Telecommunications Cooperative Association (NTCA) | 501(c)(6) | Arlington, VA | ||
| 7 | Phillips Brooks School (PBS) | 501(c)(3) | Menlo Park, CA | ||
| 8 | The Erwin Rautenberg Foundation | 501(c)(3) | Inglewood, CA | ||
| 9 | Beth Israel Deaconess Medical Center (BIDMC) | 501(c)(3) | Boston, MA | ||
| 10 | Mass General Brigham Incorporated | 501(c)(3) | Somerville, MA | ||
| ... | and 60 more Fidelity not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity in the nonprofit sector include Variable Annuity Life Insurance Company, Newport Trust Company, Newport Group, Inc., Variable Annuity Life Insurance Co., Ascensus, Sei Investments, Ubs Financial Services Inc, RBC Wealth Management, Massachusetts Mutual Life Ins. Co., and CMFG Life Insurance Company.
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