Leelyn Smith
Finance · Illinois, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
10 N 3rd St, Geneva, Illinois, 60134, Un...Phone Number
(630) 232-8995Website
www.leelynsmith.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
2
1
1
About Leelyn Smith
Leelyn Smith specializes in wealth management, tax services, and family office solutions, focusing on creating personalized financial plans for families. With over 115 years of combined experience, they serve more than 900 families across 31 states, emphasizing a holistic approach to financial independence. The firm operates with a fiduciary duty, ensuring that their clients' best interests are prioritized without hidden fees or commissions. Their commitment to communication and customization allows them to adapt to the unique needs of each family, guiding them through various financial aspects including investments, estate planning, and cash flow management.Explore more
Leelyn Smith Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Leelyn Smith your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Earning: See what the market has to say on Leelyn Smith recently announced quarterly report
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at Leelyn Smith
Funding: Get notified immidiatlly once Leelyn Smith has new funding data
Check if Leelyn Smith has recently received funding, and reach out quickly before it becomes old news!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Leelyn Smith, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Leelyn Smith had a recent Job posting/layoffs
Product Launch: Get notified when Leelyn Smith launches new products
Check out if Leelyn Smith is spiking on competitors!
Recommended Actions
Reach out to Masked Content who joined Leelyn Smith as Masked Content
Find 2 more new buyers
Compare Similar Companies to Leelyn Smith
Compare insights from companies similar to Leelyn Smith, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Leelyn Smith is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Leelyn Smith is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Leelyn Smith.
Leelyn Smith Tech Stack
A closer look at the technologies used by Leelyn Smith
Leelyn Smith News & Media
Leelyn Smith Expands Integrated Advisory Team with Addition of Dan Coman, JD/MBA, CPA as Chief Family Office Strategist
GENEVA, Ill., May 26, 2026 /PRNewswire/ -- Leelyn Smith, an integrated financial advisory firm serving business owners, executives, and families across 31 states, today announced the addition of Daniel G. Coman, JD/MBA, CPA as Chief Family Office Strategist, expanding the firm's capacity...Leelyn Smith appoints new CFO and managing director - International Accounting Bulletin
US-based accounting and wealth advisory firm Leelyn Smith has named Elizabeth Kittner as its new CFO and managing director.Leelyn Smith Welcomes Elizabeth Kittner as Chief Financial Officer and Managing Director
Leelyn Smith, a leading tax, accounting, and wealth advisory firm, proudly announces the appointment of Elizabeth Kittner as Chief Financial Officer aLeelyn Smith Welcomes Elizabeth Kittner as Chief Financial Officer and Managing Director
GENEVA, Ill., January 27, 2025--Leelyn Smith, a leading tax, accounting, and wealth advisory firm, proudly announces the appointment of Elizabeth Kittner as Chief Financial Officer and Managing Director. This strategic addition underscores the firm’s commitment to delivering innovative, comprehensive solutions for its clients.
Read more news
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Leelyn Smith
Sign Up For FreeTo access detailed company insights
Leelyn Smith specializes in wealth management, tax services, and family office solutions, focusing on creating personalized financial plans for families. With over 115 years of combined experience, they serve more than 900 families across 31 states, emphasizing a holistic approach to financial independence. The firm operates with a fiduciary duty,... Read More
