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 and District of Columbia (although they are present in other states as well).

Most Lisi Inc. clients are outpatient health care practitioners and facilities, golf courses and country clubs, civic and social organizations, and trade associations with revenues ranging from $16 million to $43 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:
5
Avg client size:
$34 mil revenue
Median client size:
$26 mil revenue

Lisi Inc. client list

  Name Type Location
1 American Council of Engineering Companies (ACEC) 501(c)(6) Washington, DC
2 Asociacion Nacional Pro Personas Mayores (ANPPM) 501(c)(3) Pasadena, CA
3 Salud Para La Gente 501(c)(3) Watsonville, CA
4 Houchin Community Blood Bank 501(c)(3) Bakersfield, CA
5 Indian Ridge Country Club 501(c)(7) Palm Desert, CA

Lisi Inc. competitors

Competitors to Lisi Inc. in the nonprofit sector include Wells Fargo Insurance, Boston Regional Office, Houston Regional Office, Mma Securities LLC, Morningstar, NFP Retirement Inc., Ubs Financial Services, Inc., RBC Capital Markets, CBIZ Retirement Plan Services, and Cheiron.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

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.

and see Cause IQ in action!