LSV

What LSV does

LSV, Inc. is a privately held insurance and benefits brokerage founded in 2019 and headquartered at 333 West San Carlos Street, Suite 4-108, San Jose, California, operating under the trade name "LSV, Inc. North America." The company offers a portfolio of corporate employee benefit and retirement programs spanning Comprehensive Benefits Solution Analysis, Retirement Programs, Medical Insurance, Supplemental Insurance, Liability Insurance, Workers Comp Insurance, Executive Programs, Accident Insurance, Life Insurance, Children Education Fund, and Key Person Insurance. Its stated mission is to reduce business cost and tax burden while driving workforce satisfaction through competitive, customized benefit plans, and it differentiates via a free, no-cost analysis of clients' existing programs.

The company operates as an intermediary between corporate clients and insurance carriers, generating revenue through brokerage commissions on placed coverage. It employs a B2B consultative sales motion targeting organizations of various sizes that are seeking to optimize employee benefits, with direct outreach as the primary distribution channel and a single domestic USA geographic focus. Pricing is not publicly disclosed and is structured per engagement rather than as a subscription, despite the input tagging the revenue stream as subscription_recurring.

LSV's digital footprint is minimal: the corporate website (lsvincna.com) is built on a default Wix template, and the listed LinkedIn and Twitter social profiles link to "wix-com" and "twitter.com/wix" placeholder pages, indicating the social presence is not actively managed. No proprietary technology, integrations, APIs, headcount, funding history, ownership structure, management team, partnerships, certifications, awards, or patents are disclosed in the available sources, and no AI/ML capabilities are indicated. The combination of a single San Jose office, template-built web infrastructure, and absence of disclosed scale metrics is consistent with a very small, privately held brokerage operation.

Name

LSV

Legal name

LSV, Inc.

Website

https://lsvincna.com

Company type

Private

Founded year

2019

Operating status

Operating

Short description

LSV, Inc. is a privately held San Jose-based insurance and benefits brokerage founded in 2019 that places corporate retirement, medical, supplemental, liability, workers' comp, executive, and life insurance programs for U.S. businesses, earning commission revenue from carriers via a consultative B2B sales motion.

Ownership category

akta.pro rank

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Insurance and Benefits Brokerage: LSV generates revenue as an insurance and benefits broker, earning commissions from insurance carriers for placing employee benefits, retirement programs, medical insurance, supplemental insurance, life insurance, and other corporate insurance products with client organizations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

LSV, Inc. is a corporate benefits and insurance brokerage that helps businesses design, customize, and administer employee benefit programs. Its offerings include a free comprehensive benefits solution analysis, retirement programs, medical, supplemental, liability, workers' compensation, accident, life, executive, key person insurance, and a children's education fund. The company earns commissions from insurance carriers for placing these programs with corporate clients.

Product overview

LSV, Inc. is a benefits and insurance solutions provider offering a comprehensive suite of corporate employee benefit programs. The company operates as a solution-focused organization that helps businesses customize their benefit plans and stay competitive. The portfolio includes core offerings such as Comprehensive Benefits Solution Analysis (providing free analysis on existing programs), Retirement Programs, Medical Insurance, Supplemental Insurance, Liability Insurance, Workers Comp Insurance, Executive Programs, Accident Insurance, Life Insurance, Children Education Fund, and Key Person Insurance. These services are designed to help organizations reduce costs and taxes while driving workforce satisfaction through competitive benefits.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Benefits Solution Analysis Free comprehensive analysis of an organization's existing employee benefit programs to identify cost savings, tax optimization, and competitiveness improvements. Targeted at corporate clients seeking to evaluate or restructure their benefits portfolio.
• Retirement Programs Corporate retirement solutions designed to help businesses provide competitive retirement benefits to their workforce.
• Medical Insurance Group health insurance solutions offered as part of corporate employee benefits packages.
• Supplemental Insurance Additional insurance products that complement primary health coverage for employees.
• Liability Insurance Business liability coverage solutions for corporate clients.
• Workers Comp Insurance Workers' compensation insurance solutions for businesses.
• Executive Programs Specialized benefit programs designed for executive-level employees.
• Accident Insurance Accident coverage policies offered as part of employee benefits packages.
• Life Insurance Life insurance products offered as part of employee benefits packages.
• Children Education Fund Education funding solutions for employees' children, offered as part of corporate benefits packages.
• Key Person Insurance Insurance coverage for key employees critical to business operations.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights2 records

Direct peers

• Alera Group: Alera Group is an SMB-focused insurance and benefits brokerage offering group health, retirement, and supplemental lines. Its go-to-market and product mix closely parallel LSV's positioning.
• CBIZ, Inc. CBIZ provides employee benefits brokerage alongside HR consulting and accounting services to SMBs and middle-market clients, comparable to LSV in serving corporate buyers seeking integrated benefits advice.
• USI Insurance Services: USI is a mid-market-focused insurance brokerage with a strong employee benefits practice, including group health, retirement, and voluntary products. It competes for the same corporate benefits buyer LSV targets.
• OneDigital: OneDigital is an employee benefits and HR advisory firm focused on SMB and mid-market employers, mirroring LSV's consultative benefits brokerage model with a similar cross-sell across retirement, health, and voluntary lines.
• Lockton Companies: Lockton is the world's largest independent insurance brokerage with a notable employee benefits and retirement practice serving mid-market and large employers. Its benefits focus and consultative model align with LSV's positioning.

Broad incumbents

• Brown & Brown, Inc. Brown & Brown is a diversified insurance brokerage with employee benefits offerings across group health, retirement, and supplemental products. It overlaps with LSV in the benefits brokerage category at substantially larger scale.
• Aon plc: Aon is a global professional services firm whose Health Solutions practice advises employers on benefits strategy, brokering, and administration. It represents a scaled incumbent competing for the same corporate benefits dollars as LSV.
• Arthur J. Gallagher & Co. Gallagher is a global insurance brokerage and risk management firm with a significant employee benefits and retirement consulting practice, competing for the same corporate benefits clients as LSV but with broader capabilities.
• Marsh McLennan: Marsh McLennan, through Marsh and Mercer, is a global insurance and benefits consulting leader. Mercer's health and benefits practice directly competes with LSV in advising corporate clients on benefit program design and placement.
• Hub International: Hub International is a large North American insurance brokerage with a substantial employee benefits division serving middle-market employers. It competes with LSV in the benefits brokerage space but at much greater scale and geographic reach.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xtwitter.com/wix
• LinkedInlinkedin.com/company/wix-com
• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LSV