Fidelity Investments Institutional is a firm that provides investment management, administrative support, insurance agent or broker, fiduciary trustee, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Fidelity Investments Institutional clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $36 million to $734 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Dignity Health | 501(c)(3) | San Francisco, CA | ||
| 2 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 3 | Massachusetts Institute of Technology (MIT) | 501(c)(3) | Cambridge, MA | ||
| 4 | Yale New Haven Hospital (YNHH) | 501(c)(3) | New Haven, CT | ||
| 5 | Duke University | 501(c)(3) | Durham, NC | ||
| 6 | Michael and Susan Dell Foundation (MSDF) | 501(c)(3) | Austin, TX | ||
| 7 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 8 | Direct Relief | 501(c)(3) | Santa Barbara, CA | ||
| 9 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 10 | William and Flora Hewlett Foundation | 501(c)(3) | Menlo Park, CA | ||
| ... | and 964 more Fidelity Investments Institutional not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity Investments Institutional in the nonprofit sector include The Segal Company, Capfinancial Partners, LLC, LPL Financial, Adp, Voya Retirement Insurance and Annuity Co., JP Morgan Chase, Aetna Life Insurance Company, Newport Group, Inc., Ascensus, and Massachusetts Mutual Life Insurance Co..
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