Cause IQ vendor profile

Lisi, Inc.


Lisi, Inc. is a firm that provides insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).

Most Lisi, Inc. clients are child and youth services and health and disease research fundraising organizations with revenues ranging from $9.4 million to $15 million.

Previous legal names, trade names, or just variations of their name include: Lisi, LLC.

Primary location:
San Mateo, CA
Clients in:
CA
Identified clients:
3
Avg client size:
$30 mil revenue
Median client size:
$24 mil revenue

Lisi, Inc. client list

  Name Type Location
1 SPIRITT Family Services (SPIRITT) 501(c)(3) Whittier, CA
2 Alzheimer's Orange County 501(c)(3) Irvine, CA
3 Quality Childrens Services (QCS) 501(c)(3) Carlsbad, CA

Lisi, Inc. competitors

Competitors to Lisi, Inc. in the nonprofit sector include Wells Fargo Insurance, Boston Regional Office, Sierra Health and Life Insurance Company, Inc., American Fidelity Assurance Company, Wells Fargo Advisors Ins Agency LLC, Hub International Northeast Limited, Brown and Brown Of New York, Inc., Willis Towers Watson Midwest Inc, Edgewood Partners Insurance Center, and Enrollease.

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