Cause IQ vendor profile

Fidelity Management and Research Company


Fidelity Management and Research Company is a firm that provides investment management 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 Company clients are individual and family services, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, and vocational rehabilitation services with revenues ranging from $10 million to $70 million.

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

Primary location:
Boston, MA
All locations:
MA, OH
Identified clients:
164
Avg client size:
$40 mil revenue
Median client size:
$17 mil revenue

Fidelity Management and Research Company client list

 NameTypeLocation
1Illinois Institute of Technology (IIT)501(c)(3)Chicago, IL
2Wayfinder Family Services501(c)(3)Los Angeles, CA
3Girl Scouts of Northern California501(c)(3)Alameda, CA
4Andrew W. Mellon Foundation501(c)(3)New York, NY
5Allina Health501(c)(3)Minneapolis, MN
6Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy501(c)(3)Sewickley, PA
7Brockton Hospital501(c)(3)Brockton, MA
8Citrus Health Network501(c)(3)Hialeah, FL
9Health Right 360501(c)(3)San Francisco, CA
10Goodwill Industries of Southeastern Wisconsin501(c)(3)Milwaukee, WI
...and 154 more Fidelity Management and Research Company not-for-profit tax-exempt clients identified by Cause IQ

Fidelity Management and Research Company competitors

Competitors to Fidelity Management and Research Company in the nonprofit sector include Voya Retirement Insurance and Annuity Co., HM Life Insurance Company, Invesco Oppenheimer, Oppenheimer Funds, Inc., Calvert, Advised Assets Group, LLC, Pimco, LPL Financial, Usi Insurance Services LLC, and Adp.

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