Insights

Growing Investment Portfolio Leelyn Smith has demonstrated active investment activity with recent stakes totaling over $2.5 million in assets like the TCW Flexible Income ETF and Becton, Dickinson. This indicates a focus on expanding their investment portfolio, providing opportunities to introduce innovative financial products and services aimed at enhancing asset management strategies.

Mid-Sized Firm Presence With a team of 11-50 employees and revenue in the $10M to $25M range, Leelyn Smith operates as a growing boutique financial services provider. This positions them as an ideal client for specialized technology solutions, operational efficiency tools, and tailored financial service enhancements designed for mid-sized firms.

Focus on Fiduciary Standards The company's commitment to a fiduciary approach and personalized, holistic planning suggests openness to advanced advisory platforms, compliance tools, and client engagement solutions that reinforce their positioning as a trustworthy advisor, potentially increasing retention and client satisfaction.

Technology Adoption Leelyn Smith employs modern web technologies including PWA, CDN services, and streaming tools, indicating a tech-savvy approach. There is an opportunity to offer digital marketing services, website optimization, and client onboarding solutions that align with their current tech stack and enhance digital presence.

Market Expansion Opportunities Recent investments and operational focus suggest the company is expanding its client base and asset under management. Tailored outreach towards high-net-worth individuals, family offices, or institutions could unlock new sales avenues in wealth preservation, estate planning, and retirement solutions.

Leelyn Smith Tech Stack

Leelyn Smith uses 8 technology products and services including jsDelivr, jQuery CDN, oEmbed, and more. Explore Leelyn Smith's tech stack below.

  • jsDelivr
    Content Delivery Network
  • jQuery CDN
    Content Delivery Network
  • oEmbed
    Dev Tools
  • GSAP
    Javascript Frameworks
  • PWA
    Miscellaneous
  • Priority Hints
    Performance
  • Plyr
    Video Players
  • Apache HTTP Server
    Web Servers

Leelyn Smith's Email Address Formats

Leelyn Smith uses at least 1 format(s):
Leelyn Smith Email FormatsExamplePercentage
FLast@leelynsmith.comJDoe@leelynsmith.com
47%
First.Last@leelynsmith.comJohn.Doe@leelynsmith.com
3%
FLast@leelynsmith.comJDoe@leelynsmith.com
47%
First.Last@leelynsmith.comJohn.Doe@leelynsmith.com
3%

Frequently Asked Questions

Where is Leelyn Smith's headquarters located?

Minus sign iconPlus sign icon
Leelyn Smith's main headquarters is located at 10 North 3rd Street Geneva, Illinois 60134 United States. The company has employees across 1 continents, including North America.

What is Leelyn Smith's official website and social media links?

Minus sign iconPlus sign icon
Leelyn Smith's official website is leelynsmith.com and has social profiles on LinkedIn.

What is Leelyn Smith's NAICS code?

Minus sign iconPlus sign icon
Leelyn Smith's NAICS code is 52 - Finance and Insurance.

How many employees does Leelyn Smith have currently?

Minus sign iconPlus sign icon
As of March 2026, Leelyn Smith has approximately 26 employees across 1 continents, including North America. Key team members include Owner - Sales Consulting: G. C.Relationship Manager: K. R.Operations Analyst: P. A.. Explore Leelyn Smith's employee directory with LeadIQ.

What industry does Leelyn Smith belong to?

Minus sign iconPlus sign icon
Leelyn Smith operates in the Financial Services industry.

What technology does Leelyn Smith use?

Minus sign iconPlus sign icon
Leelyn Smith's tech stack includes jsDelivrjQuery CDNoEmbedGSAPPWAPriority HintsPlyrApache HTTP Server.

What is Leelyn Smith's email format?

Minus sign iconPlus sign icon
Leelyn Smith's email format typically follows the pattern of FLast@leelynsmith.com. Find more Leelyn Smith email formats with LeadIQ.

When was Leelyn Smith founded?

Minus sign iconPlus sign icon
Leelyn Smith was founded in 1968.

Leelyn Smith

Financial ServicesIllinois, United States11-50 Employees

At Leelyn Smith, we don’t see success as a destination, but a journey.

That’s why we do things a little differently.  We believe in more listening.  More caring.  More hard work. That’s what fuels us.

And that’s how we create personalized, holistic plans to pursue financial independence for each and every one of our clients—and their families.

We strive to uphold a fiduciary standard and work in your best interest, creating step-by-step customized solutions.

Putting your family needs at the forefront through a comprehensive suite of services — including investment strategies, portfolio management, estate planning, retirement income, and cash flow planning.

All to ensure your financial independence translates to personal success — to be enjoyed today and for generations to come.

Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment Advice offered through Leelyn Smith, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Leelyn Smith may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Section iconCompany Overview

Headquarters
10 North 3rd Street Geneva, Illinois 60134 United States
NAICS Code
52 - Finance and Insurance
Founded
1968
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Leelyn Smith's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Leelyn Smith's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.