Insights

Established Market Presence With over 55 years of industry leadership and a broad network of more than 1,000 financial advisors serving over 355,000 clients, Lincoln Investment demonstrates significant market penetration and a stable client base, presenting opportunities to introduce advanced financial solutions and technology upgrades.

Technology Adoption Lincoln Investment has recently integrated modern platforms like Pershing X’s Wove wealth management system and partnered with fintech providers such as ionlake and eMoney Advisor, indicating openness to innovative technology and digital tools that can enhance advisor productivity and client engagement.

Growth & Acquisition The company's strategic acquisitions, exemplified by Legend Group in 2016, have expanded its advisor network by over 40%, highlighting potential sales opportunities in onboarding new advisors and providing tailored compliance, training, and technology solutions.

Community Engagement Lincoln's active participation in initiatives like World Elder Abuse Awareness Day and investments in community programs signal a strong corporate social responsibility focus that aligns with potential offerings around compliance, advisory tools, and social impact investment products.

Financial Stability With estimated revenues between one and ten billion dollars and a substantial asset base of over 46 billion dollars under management, Lincoln Investment represents a financially robust partner, making it an attractive prospect for comprehensive enterprise-level financial technology and service solutions.

Lincoln Investment Tech Stack

Lincoln Investment uses 8 technology products and services including Bloomberg, Babel, Marionette.js, and more. Explore Lincoln Investment's tech stack below.

  • Bloomberg
    Accounting And Finance
  • Babel
    Development
  • Marionette.js
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Adobe Acrobat DC
    Rich Text Editors
  • Google Tag Manager
    Tag Management
  • VMware
    Virtualisation Software
  • Microsoft IIS
    Web Servers

Media & News

Lincoln Investment's Email Address Formats

Lincoln Investment uses at least 1 format(s):
Lincoln Investment Email FormatsExamplePercentage
FLast@lincolninvestment.comJDoe@lincolninvestment.com
89%
First_Last@lincolninvestment.comJohn_Doe@lincolninvestment.com
7%
FirstLast@lincolninvestment.comJohnDoe@lincolninvestment.com
3%
First.Last@lincolninvestment.comJohn.Doe@lincolninvestment.com
1%

Frequently Asked Questions

Where is Lincoln Investment's headquarters located?

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Lincoln Investment's main headquarters is located at 601 Office Center Drive, Suite 300 Fort Washington, PA 19034, US. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Lincoln Investment's phone number?

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You can contact Lincoln Investment's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lincoln Investment's official website and social media links?

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Lincoln Investment's official website is lincolninvestment.com and has social profiles on LinkedInCrunchbase.

How much revenue does Lincoln Investment generate?

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As of October 2025, Lincoln Investment's annual revenue is estimated to be $729K.

What is Lincoln Investment's NAICS code?

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Lincoln Investment's NAICS code is 52 - Finance and Insurance.

How many employees does Lincoln Investment have currently?

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As of October 2025, Lincoln Investment has approximately 951 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: E. F.Chief Executive Officer & President: T. C.Chief Of Staff To The President & Coo: I. W.. Explore Lincoln Investment's employee directory with LeadIQ.

What industry does Lincoln Investment belong to?

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Lincoln Investment operates in the Financial Services industry.

What technology does Lincoln Investment use?

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Lincoln Investment's tech stack includes BloombergBabelMarionette.jsjQueryAdobe Acrobat DCGoogle Tag ManagerVMwareMicrosoft IIS.

What is Lincoln Investment's email format?

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Lincoln Investment's email format typically follows the pattern of FLast@lincolninvestment.com. Find more Lincoln Investment email formats with LeadIQ.

When was Lincoln Investment founded?

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Lincoln Investment was founded in 1968.
Lincoln Investment

Lincoln Investment

Financial ServicesUnited States501-1000 Employees

As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the knowledgeable guidance of independent financial professionals and an extensive array of carefully selected investment choices.

With 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing over $46.0 billion in assets.

Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect the experience of all clients of the financial advisor.

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC,  www.lincolninvestment.com.

We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.

http://www.facebook.com/LincolnInvestment
https://twitter.com/LincolnInvest
www.lincolninvestment.com
http://www.jobs.net/jobs/lincolninvestment

Section iconCompany Overview

Headquarters
601 Office Center Drive, Suite 300 Fort Washington, PA 19034, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1968
Employees
501-1000

Section iconFunding & Financials

  • $1B$10B

    Lincoln Investment's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Lincoln Investment's revenue is estimated to be in the range of $1B$10B

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