Cause IQ vendor profile

Fidelity Inv. Inst. Operations Co.


Fidelity Inv. Inst. Operations Co. is a firm that provides investment management, administrative support, third party administration, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Missouri, District of Columbia, New Hampshire, New York, Texas, and Virginia (although they are present in other states as well).

Most Fidelity Inv. Inst. Operations Co. clients are colleges, universities, and professional schools, scientific research and development services, hospitals, other residential care facilities, child and youth services, and trade associations with revenues ranging from $446 million to $1.8 billion.

Previous legal names, trade names, or just variations of their name include: Fidelity Inv Inst Operations; and Fidelity Inv Inst Operations Co LLC.

Identified clients:
8
Avg client size:
$2.1 bil revenue
Median client size:
$799 mil revenue

Fidelity Inv. Inst. Operations Co. client list

  Name Type Location
1 Association of American Medical Colleges 501(c)(3) Washington, DC
2 Saint Johns University (SJU) 501(c)(3) Jamaica, NY
3 Methodist Health System 501(c)(3) Dallas, TX
4 Saint Louis University (SLU) 501(c)(3) Saint Louis, MO
5 Noblis 501(c)(3) Reston, VA
6 Familyforward / Children's Home Society of Missouri (CHS) 501(c)(3) Saint Louis, MO
7 Trustees of Dartmouth College 501(c)(3) Hanover, NH
8 Family Resource Center 501(c)(3) Saint Louis, MO

Fidelity Inv. Inst. Operations Co. competitors

Competitors to Fidelity Inv. Inst. Operations Co. in the nonprofit sector include Alight Solutions LLC, Pensionmark Financial Group LLC, U.s. Bank National Association, Principal, Voya, State Street Bank and Trust, Pentegra Services Inc., TD Ameritrade, Fid Inv Inst Ops Company, and Towers Watson.

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