Cause IQ vendor profile

Lincoln Financial Group


Lincoln Financial Group is a firm that provides insurance, investment management, third party administration, insurance agent or broker, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and Pennsylvania (although they are present in other states as well).

Most Lincoln Financial Group clients are outpatient health care practitioners and facilities, hospitals, colleges, universities, and professional schools, assisted living and continuing care retirement communities, and individual and family services with revenues ranging from $18 million to $421 million.

Primary location:
Fort Wayne, IN
All locations:
IN
Identified clients:
47
Avg client size:
$279 mil revenue
Median client size:
$40 mil revenue

Lincoln Financial Group client list

 NameTypeLocation
1Cleveland Clinic501(c)(3)Independence, OH
2Trustees of the Smith College501(c)(3)Northampton, MA
3Presbyterian Homes501(c)(3)Skokie, IL
4California Association of Realtors501(c)(6)Los Angeles, CA
5The Osborn501(c)(3)Rye, NY
6Baylor College of Medicine (BCM)501(c)(3)Houston, TX
7Palos Health501(c)(3)Chicago, IL
8National University (NU)501(c)(3)San Diego, CA
9Dignity Health501(c)(3)San Francisco, CA
10Goodwill Industries of Southeastern Wisconsin501(c)(3)Milwaukee, WI
...and 37 more Lincoln Financial Group not-for-profit tax-exempt clients identified by Cause IQ

Lincoln Financial Group competitors

Competitors to Lincoln Financial Group in the nonprofit sector include Global Retirement Partners LLC, Commonwealth Financial Network, Valic, Voya Retirement Insurance and Annuity Co., Minnesota Life Insurance Company, RBC Capital Markets, Transamerica, Capfinancial Partners, LLC, JP Morgan Chase, and Prudential.

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