Austin, United States
Lion Street is a prominent national financial services company, established in 2010, with a primary focus on high-net-worth and corporate clients. Comprised of over 200 independent firms, each carefully selected and held to the highest ethical standards by an Executive Committee, Lion Street is committed to providing elite services in life insurance and wealth management.
Headquartered in Austin, Texas, with a team of over 100 employees providing crucial support to its member firms, Lion Street offers intellectual capital and resources crucial for their growth. Its range of services includes securities, variable products, and investment advisory products and services through affiliated companies Lion Street Financial, LLC and Lion Street Advisors, LLC, both regulated under FINRA and SEC.
Having secured a $4.22M Venture Round investment on 28 May 2019, Lion Street continues to demonstrate its appeal to potential investors. Notably, the firm offers a disclaimer that its information does not constitute a purchase recommendation, and investors should seek advice tailored to their specific situations from a qualified financial professional. As it operates in the finance and financial services industries, Lion Street's commitment to serving the elite market positions it as a noteworthy player in the sector.
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