Leavitt Group is a firm that provides insurance agent or broker and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California, Colorado, and Montana (although they are present in other states as well).
Most Leavitt Group clients are health and welfare funds and other schools and instruction with revenues ranging from $14 million to $33 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Element Education | 501(c)(3) | Escondido, CA |
| 2 | Contractors Health Trust | 501(c)(9) | Englewood, CO |
| 3 | Montana Credit Union League Group Benefits Trust | 501(c)(9) | Helena, MT |
Competitors to Leavitt Group in the nonprofit sector include BB&T Insurance Services Inc, Morgan Stanley Smith Barney LLC, Ascensus, RBC Wealth Management, Ubs Financial Services Inc, Empire Healthchoice Assurance, Inc., Variable Annuity Life Insurance Co., Delta Dental Of Minnesota, MML Insurance Agency LLC, and Professional Group Plans Inc.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.