Leimberg Information Services
Leimberg Information Services (LISI) is a US-based, subscription digital content platform that delivers expert-authored newsletters, webinars, podcasts, and full-text legal documents to estate-planning attorneys, tax professionals, financial advisors, and wealth managers.
- Company typePrivate
- Founded1998
- HeadquartersBryn Mawr, United States
- Headcount1–10
- GTM typeB2B
- OfferingDigital Commerce or Content
What Leimberg Information Services does
Leimberg Information Services, Inc. (LISI), founded in 1998 and headquartered in Bryn Mawr, Pennsylvania, is a privately held digital content subscription platform serving estate-planning advisors and tax professionals in the United States. The company aggregates expert-authored analysis across estate planning, tax, employee benefits, retirement, asset protection, charitable planning, and wealth management, delivered through eleven email newsletters, on-demand webinars, podcasts (including the LISI Podcast and 60-Second Planner), journals, full-text legal and regulatory documents, a Blog Watch curation feed, and supplementary calculators, eBooks, and the LISI Institute educational program. The technical platform is a subscription-based web property (leimbergservices.com) backed by a searchable archive and direct email delivery; the company does not offer a mobile app or public API.
LISI monetizes exclusively through recurring subscriptions and ancillary content sales. Individual subscriptions are priced at $45/month or $450/year (the annual plan carries an approximately $90 discount versus monthly billing), webinars are sold at $129 for members and $149 for non-members, and eBooks are sold à la carte; group/corporate subscriptions at discounted rates are sold to law firms, accounting firms, and estate-planning councils via direct email outreach. Customer acquisition is driven by content marketing — daily newsletters, webinars, podcast distribution, partner blogs, and a 10-day free trial — with a self-serve motion for individuals and a direct-sales motion for group accounts. The company's principal assets are its roster of over 60 credentialed expert contributors (including ACTEC Fellows and former/active academics such as Robert T. LeClair of Villanova) and its accumulated archive of expert commentary, both of which create switching frictions for subscribers. Ownership remains with founders including Steve Leimberg (namesake), Vincent F. Lackner Jr., Robert T. LeClair, and co-owner David Caruso; the company has no disclosed institutional investment, no subsidiaries, and no M&A history in the source data.
Leimberg Information Services firmographics
Firmographics- Name
- Leimberg Information Services
- Legal name
- Leimberg Information Services Inc.
- Website
- https://leimbergservices.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Leimberg Information Services (LISI) is a US-based, subscription digital content platform that delivers expert-authored newsletters, webinars, podcasts, and full-text legal documents to estate-planning attorneys, tax professionals, financial advisors, and wealth managers.
- Ownership category
- akta.pro rank
Leimberg Information Services industry classification
Industry- Product category
- Professional Estate Planning Content and Advisory Information
- NAICS
- Newspaper, Periodical, Book, and Directory Publishers (5131), Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- E-book Subscription & Bundling Services (MPAJAMAB)
Keywords
Where Leimberg Information Services is headquartered
LocationHeadquarters
- HQ city
- Bryn Mawr
- HQ country
- United States
- HQ region
- North America
Markets served
Leimberg Information Services business model
Business model- GTM type
- B2B
- Offering type
- Digital Commerce or Content
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Subscription - Monthly: Monthly subscription providing full access to all LISI newsletters, searchable archives, and member website features.
- Subscription - Annual: Annual subscription offering full access to all LISI content with approximately $90 savings compared to monthly billing.
- Group/Corporate Subscriptions: Special discounted rates offered to law firms, accounting firms, estate planning councils, and other organizations for group memberships.
- Webinar Fees: Individual webinars offered at $149 per session (non-members) with discounted LISI member pricing of $129. Group access available upon inquiry.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Monthly subscription - $45/month |
| Subscription | Annual | Annual subscription - $450/year |
| Subscription | Pay-as-you-go | Webinar - Non-member rate $149 |
| Subscription | Pay-as-you-go | Webinar - Member rate $129 |
| Subscription | Annual | Group rates - Contact for pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Leimberg Information Services product offering
Product offeringCore offering
Leimberg Information Services operates a digital subscription platform that delivers expert-authored professional content to estate planning advisors and practitioners. The core offering comprises eleven daily and weekly email newsletters covering estate planning, tax planning, employee benefits, charitable planning, asset protection, and related topics, complemented by on-demand webinars, podcasts, journals, and full-text legal documents. Subscribers receive 24/7 website access to a searchable archive of all content plus integrated financial calculators.
Product overview
Leimberg Information Services (LISI) is a digital content subscription platform offering a suite of professional information services for estate planning advisors and practitioners. The core offering consists of eleven expert-authored newsletters delivered via email, supplemented by on-demand webinars, audio podcasts, journals, and full-text legal documents (cases, rulings, regulations). Additional resources include a searchable archive of all content, calculators, eBooks, Blog Watch curation, and the LISI Institute for advanced education. The platform operates on a tiered subscription model ($45/month or $450/year) with webinars and eBooks available at subscriber discounts.
Differentiator
Problem solved
Functional benefit
Products and services
- LISI Newsletter Subscription Subscription-based access to eleven expert-authored daily and weekly email newsletters covering estate planning, tax planning, employee benefits, charitable planning, asset protection, financial products, and related topics. Available at $45/month or $450/year, with 24/7 access to the searchable archive and integrated calculators.
- LISI Webinars Live and on-demand educational webinars on estate planning, tax law, retirement planning, and wealth management topics presented by expert practitioners. Individual sessions sold at $149 for non-members and $129 for LISI subscribers, with bundle pricing and group access available.
- LISI eBooks Digital books on tax and estate planning topics available for purchase through the LISI webinar section, with subscriber discounts.
- LISI Institute Advanced educational institute offering specialized programs for estate planning professionals, available at a discount for LISI subscribers.
- LISI Group/Corporate Subscriptions Special discounted multi-seat subscriptions offered to law firms, accounting firms, estate planning councils, and other organizations for group memberships. Negotiated via direct contact with the service team.
Companies that use Leimberg Information Services
Customer profileSegments4 records
Ideal customer profiles2 records
Leimberg Information Services technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Leimberg Information Services partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights5 records
Leimberg Information Services competitors and assessment
Company assessmentDirect peers
- WealthCounsel: WealthCounsel is a member-based collaborative serving estate planning attorneys with educational resources, forms, and practice support — directly comparable target customer (estate planning attorneys) and subscription content model.
- Tax Analysts: Tax Analysts (Tax Notes, State Tax Notes, Tax Notes Federal) is a subscription-based professional information service providing daily expert commentary on federal tax legislation and rulings — directly comparable to LISI's newsletter model serving tax practitioners.
- Estate Planning Magazine / Trusts & Estates Magazine: Trusts & Estates is a long-running subscription publication serving estate planning professionals with expert analysis and news. Directly comparable in content format (periodicals/journals for estate planning practitioners) and target audience.
Emerging players
- Kitces.com: Kitces is a leading subscription research and education platform for financial planning professionals. Comparable subscription content model serving a related but broader practitioner segment (financial planners vs. estate planning attorneys), with modern blog/podcast/webinar delivery.
Broad incumbents
- Bloomberg Tax & Accounting: Bloomberg Industry Group (formerly Bloomberg BNA) provides subscription-based tax, accounting, and legal content platforms serving practitioners — directly comparable professional information subscription model to LISI, but at vastly larger scale and broader coverage.
- Wolters Kluwer CCH: CCH provides authoritative tax, accounting, and estate planning research platforms and software to professionals. Comparable to LISI in serving the same advisor persona with subscription research and reference content, though CCH is a much broader incumbent portfolio.
- Journal of Accountancy (AICPA): AICPA's Journal of Accountancy and related tax publications provide subscription expert content to tax and accounting practitioners — comparable professional information subscription model serving LISI's secondary persona (CPAs/tax professionals).
- RIA (Research Institute of America) / Thomson Reuters Checkpoint: Thomson Reuters Checkpoint is a major subscription research platform for tax, audit, and accounting professionals. Comparable to LISI in serving tax and estate planning practitioners with subscription expert content and primary source materials, though at much larger enterprise scale.
Others
- NAEPC (National Association of Estate Planning Councils): NAEPC is a national association of estate planning councils — comparable target audience (estate planning professionals) and partner-channel relationship with LISI for group subscriptions, but operates as a member association rather than publisher.
Regional players
- The American College of Trust and Estate Counsel (ACTEC): ACTEC is the leading professional organization for trust and estate lawyers, offering educational materials and resources. Comparable in audience (estate planning Fellows) but operates as a professional society rather than a commercial subscription publisher.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Leimberg Information Services social profiles
Digital presenceLeimberg Information Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Leimberg Information Services leadership team
Management profileNumber of profiles
Profiles2 records
Leimberg Information Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Leimberg Information Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Leimberg Information Services
What does Leimberg Information Services do?
Leimberg Information Services operates a digital subscription platform that delivers expert-authored professional content to estate planning advisors and practitioners. The core offering comprises eleven daily and weekly email newsletters covering estate planning, tax planning, employee benefits, charitable planning, asset protection, and related topics, complemented by on-demand webinars, podcasts, journals, and full-text legal documents. Subscribers receive 24/7 website access to a searchable archive of all content plus integrated financial calculators.
Is Leimberg Information Services a public or private company?
Leimberg Information Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Leimberg Information Services founded?
Leimberg Information Services was founded in 1998. It employs 1 to 10 people.
Where is Leimberg Information Services based?
Leimberg Information Services is headquartered in Bryn Mawr, United States, in the North America region.
How does Leimberg Information Services make money?
Four revenue lines are on record. Subscription - Monthly is the primary driver. The others are subscription - Annual, group/Corporate Subscriptions and webinar Fees.
Who are Leimberg Information Services's main competitors?
Direct peers on record are WealthCounsel, Tax Analysts and Estate Planning Magazine / Trusts & Estates Magazine. Kitces.com is listed as an emerging player. Broad incumbents are Bloomberg Tax & Accounting, Wolters Kluwer CCH, Journal of Accountancy (AICPA) and RIA (Research Institute of America) / Thomson Reuters Checkpoint. NAEPC (National Association of Estate Planning Councils) is listed as an others. The American College of Trust and Estate Counsel (ACTEC) is listed as a regional player.
Does Leimberg Information Services have an API?
No public API is recorded for Leimberg Information Services.
What industry is Leimberg Information Services in?
Leimberg Information Services's product category is Professional Estate Planning Content and Advisory Information. Its primary akta.pro industry code is MPAJAMAB, E-book Subscription & Bundling Services. Its NAICS code is 5131 and its SIC code is 7372.