Cause IQ vendor profile

Fidelity Management and Research Co.


Fidelity Management and Research Co. is a firm that provides investment management and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).

Most Fidelity Management and Research Co. clients are individual and family services and outpatient health care practitioners and facilities with revenues ranging from $15 million to $162 million.

Previous legal names, trade names, or just variations of their name include: Fidelity Management and Research; Fidelity Management Research Co.; and Fidelity Management Research.

Primary location:
Boston, MA
All locations:
OH, MA
Identified clients:
63
Avg client size:
$57 mil revenue
Median client size:
$20 mil revenue

Fidelity Management and Research Co. client list

 NameTypeLocation
1Young Adult Institute (YAI)501(c)(3)New York, NY
2Annie E Casey Foundation (AECF)501(c)(3)Baltimore, MD
3New York Road Runners501(c)(3)New York, NY
4Goodwill Industries International501(c)(3)Rockville, MD
5North Texas Food Bank501(c)(3)Plano, TX
6Alameda County Community Food Bank501(c)(3)Oakland, CA
7Oxfam-America501(c)(3)Boston, MA
8University of Mount Saint Vincent (CMSV)501(c)(3)Bronx, NY
9Wesley Homes501(c)(3)Des Moines, WA
10Graham Windham501(c)(3)Brooklyn, NY
...and 53 more Fidelity Management and Research Co. not-for-profit tax-exempt clients identified by Cause IQ

Fidelity Management and Research Co. competitors

Competitors to Fidelity Management and Research Co. in the nonprofit sector include Capital Research and Management Company, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Morningstar, Fiduciary Investment Advisors, RBC Capital Markets, Capfinancial Partners, LLC, The Segal Company, US Bank, and Sei.

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