Lion Street
Highly Engaged Employees
Highly Engaged EmployeesFinance · Texas, United States · 51-200 Employees
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Overview
Headquarters
515 Congress Ave Ste 2500, Austin, Texas...Phone Number
(512) 776-8400Website
www.lionstreet.comRevenue
$515.6 MillionIndustry
ZI Rank: 4
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
3
3
3
4
3
4
About Lion Street
Lion Street is a national network of elite firms and financial professionals that specializes in providing sophisticated life insurance, wealth management, and financial planning solutions. Their primary clients include high-net-worth individuals and families, business owners, and high-income earners. With over 200 firms and 850 financial professionals, Lion Street manages more than $114 billion in life insurance benefits and $8 billion in cash value. The company focuses on delivering powerful solutions and deep expertise to enhance client financial success.Explore more
Lion Street Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$46.2M
51-200
Private
$10M
2014
JL
Jennifer LanceAssistant Vice President & Accounting Compensation Analyst
Company Profile Activity
Activity Insights
Lion Street is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Lion Street is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lion Street.
Lion Street financials insights
Gather financial insights about Lion Street, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2011
Private Equity
$3.1M
Lion Street Tech Stack
A closer look at the technologies used by Lion Street
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Most Recent Scoops
Event
Product Marketing, Events, Sales, Learning & Development, Field /Outside Sales, Field Marketing, HR Operations
Mergers & Acquisitions (M&A)
Facilities Relocation / Expansion
Lion Street is planning to move offices in January 2024. The move will impact approximately 47 employees at the existing office located at 515 Congress Ave, Suite # 2500, Austin, TX.
Facilities Relocation/Expansion
Mergers & Acquisitions (M&A)
Lion Street News & Media
Lion Street Adds Pontera as a Strategic National Partner to Deliver 401(k) Management to Seasoned Professionals Across the US
NEW YORK & AUSTIN, Texas--(BUSINESS WIRE)-- #401k--Lion Street, a national broker-dealer, announced a partnership with financial technology company Pontera.Chalice Connect Partners with Lion Street Financial to Bring Advisors Much Needed Access to a Robust Digital Marketplace
Lion Street now offers a marketplace that will help advisors save time, money, and easily access exclusive benefits vital to running their businesses. SAN DIEGO, CA, USA, January 17, 2023 /EINPresswire.com/ -- Chalice Connect proudly announces the …Pinpoint Wealth Partners joins Crescent Wealth Management
Crescent Wealth Management is pleased to announce Pinpoint Wealth Partners as its newest Affiliate Partner. (PRWeb June 01, 2022) Read the full story at https://www.prweb.com/releases/pinpoint_wealth_partners_joins_crescent_wealth_management/prweb18706550.htmSkience Launches New Surveillance Solution
HERNDON, Va. & AUSTIN, Texas--(BUSINESS WIRE)-- #Clearing--Skience's Surveillance Solution lets firms define approval and exception workflows in line with their policies or adapt them as rules change.
Read more news
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Frequently Asked Questions Regarding Lion Street
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Lion Street is a national network of elite firms and financial professionals that specializes in providing sophisticated life insurance, wealth management, and financial planning solutions. Their primary clients include high-net-worth individuals and families, business owners, and high-income earners. With over 200 firms and 850 financial professio... Read More
