LION STREET

lion-street-logo

Lion Street is a financial services distribution company specializing in financial solutions for individuals and businesses. The company provides elite independent life insurance producers access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. It connects high-net-worth individuals, family offices, business owners and corporate clients with powerful financial solutions. Founded by Bob Carter in 2010, Lion Street is managed by a team of experienced industry veterans and is a portfolio company of Austin Ventures.

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LION STREET

Social Links:

Industry:
Finance Financial Services Service Industry

Founded:
2010-01-01

Address:
Austin, Texas, United States

Country:
United States

Website Url:
http://www.lionstreet.com

Total Employee:
101+

Status:
Active

Contact:
+1 512 776 8400

Email Addresses:
[email protected]

Total Funding:
7.32 M USD

Technology used in webpage:
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Current Advisors List

chris-steiner_image

Chris Steiner Board of Directors @ Lion Street
Board_member
2012-10-01

ken-deangelis_image

Ken DeAngelis Board of Directors @ Lion Street
Board_member

Current Employees Featured

royce-imhoff_image

Royce Imhoff
Royce Imhoff Executive Director @ Lion Street
Executive Director

jim-cahill_image

Jim Cahill
Jim Cahill CFO @ Lion Street
CFO

william-a-thurston_image

William A. Thurston
William A. Thurston VP, Business Development @ Lion Street
VP, Business Development

brian-bonifant_image

Brian Bonifant
Brian Bonifant VP, Firm Development @ Lion Street
VP, Firm Development

bob-carter_image

Bob Carter
Bob Carter Founder and CEO @ Lion Street
Founder and CEO
2010-08-01

carie-heckler_image

Carie Heckler
Carie Heckler Chief Compliance Officer @ Lion Street
Chief Compliance Officer

vaughan-scott_image

Vaughan Scott
Vaughan Scott Owner @ Lion Street
Owner
2020-01-01

ronald-l-bland_image

Ronald L. Bland
Ronald L. Bland Owner @ Lion Street
Owner
2017-01-01

john-burmeister_image

John Burmeister
John Burmeister President and Chief Executive Officer @ Lion Street
President and Chief Executive Officer
2013-04-01

Founder


bob-carter_image

Bob Carter

Acquisitions List

Date Company Article Price
2020-06-30 Mercury Financial Group Mercury Financial Group acquired by Lion Street N/A

Official Site Inspections

http://www.lionstreet.com Semrush global rank: 5.08 M Semrush visits lastest month: 1.62 K

  • Host name: server-52-85-193-2.iad55.r.cloudfront.net
  • IP address: 52.85.193.2
  • Location: Seattle United States
  • Latitude: 47.6348
  • Longitude: -122.3451
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98109

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More informations about "Lion Street"

Home - Lion Street

Learn how your firm can join our national network. Lion Street Firms have access to the industryโ€™s premier life insurance and wealth planning offerings. Discover what we provide to our โ€ฆSee details»

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DALLAS โ€“ JANUARY 25, 2022 โ€“ Integrity Marketing Group, LLC (โ€œIntegrityโ€), an omnichannel insurtech leader in life, health and wealth solutions, today announced it has acquired Lion Street, an elite national network of agencies โ€ฆSee details»

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Lion Street Private Client Group is comprised of an elite national network of planning specialists in the major U.S. wealth markets. The map below identifies our current markets, as well as the โ€ฆSee details»

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Becoming a Firm - Lion Street

We empower elite life and wealth firms to achieve a new level of growth and profitability. Not just any firm can join Lion Street. Because we serve elite, highly successful clients, we hold our Firm owners to a higher standard. To those โ€ฆSee details»

Lion Street - Executive Benefit Solutions

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Lion Street - Products, Competitors, Financials, Employees ...

Lion Street provides independent life insurance producers and financial advisors access to financial products, intellectual capital, and specialized resources. On January 25th, 2022, Lion โ€ฆSee details»

Integrity Marketing Acquires Lion Street and Maryland Life

Jan 25, 2022ย ยท Lion Street is a life insurance, wealth management and financial planning organization with headquarters in Austin, Texas. Bob Carter started Lion Street in 2010. It now โ€ฆSee details»

Lion Street Acquires Mercury Financial Group, Expanding Its ...

AUSTIN, Texas, June 30, 2020 /PRNewswire/ -- Lion Street, Inc. has acquired Mercury Financial Group, an advanced planning and insurance advisory company headquartered in Dallas, โ€ฆSee details»

What We Offer - Lion Street

Lion Street Firms provide sophisticated life insurance planning solutions and strategies for high-net-worth individuals, families, executives, and businesses.See details»

Lion Street Joins Integrity To Expand Mission To Help Protect Life ...

Combination of Lion Streetโ€™s strong support of financial advisors and Integrityโ€™s omnichannel insurtech platform will provide even more holistic solutions for American consumers.See details»

Lion Street Joins Integrity to Expand Mission to Help Protect Life ...

DALLAS, Jan. 25, 2022 /PRNewswire/ -- Integrity Marketing Group, LLC ("Integrity"), an omnichannel insurtech leader in life, health and wealth solutions, today announced it has โ€ฆSee details»

Work With A Firm - Lion Street

Experience the difference with a Lion Street Firm - your trusted advisors for sophisticated life insurance and wealth planning solutions.See details»

News and Events - Lion Street

May 30, 2024ย ยท Indaba 2024: Owner-to-Owner sharing their best strategies and case studies that firms can leverage in their practices. November 25, 2024. READ MORESee details»

Lion Street Financial Named Broker-Dealer of the Year for a Third โ€ฆ

AUSTIN, Texas, Aug. 31, 2020 /PRNewswire/ -- Lion Street Financial has been named 2020 Broker-Dealer of the Year in Division I by Investment Advisor magazine. This is the third time โ€ฆSee details»

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