Insights

Recent Partnerships Lincoln Investment has recently partnered with notable companies such as eMoney Advisor and ionlake, expanding its network and technology capabilities. These partnerships can serve as entry points for cross-selling opportunities.

Acquisition Strategy By acquiring firms like Legendgroup, Lincoln Investment has shown a proactive approach to expanding its advisor base. Leveraging the new advisors from acquisitions presents a chance to introduce Lincoln's offerings to a wider audience.

Technology Integration Utilizing a tech stack including Salesforce, Atlassian Jira, and PWA, Lincoln Investment showcases a commitment to modern solutions. This tech-forward approach can resonate well with tech-savvy clients seeking innovative financial services.

Community Support Investing in the community, like the donation to Cheltenham Education Foundation, reflects Lincoln Investment's values. Engaging in local initiatives can create brand awareness and establish rapport, potentially leading to business referrals.

Leadership Change The appointment of Kathy Leckey as president brings fresh perspectives to Lincoln's leadership. New executives often seek to drive growth and explore new business avenues, creating an opportunity for sales collaboration and alignment with the company's vision.

Lincoln Investment Tech Stack

Lincoln Investment uses 8 technology products and services including Bloomberg, Zendesk, Modernizr, and more. Explore Lincoln Investment's tech stack below.

  • Bloomberg
    Accounting And Finance
  • Zendesk
    Documentation Tools
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Google
    Search Engines
  • Bootstrap
    UI Frameworks
  • 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
2%
First.Last@lincolninvestment.comJohn.Doe@lincolninvestment.com
2%

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 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 LinkedIn.

How much revenue does Lincoln Investment generate?

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As of July 2025, Lincoln Investment's annual revenue reached $75M.

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 July 2025, Lincoln Investment has approximately 765 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: E. F.Chief Executive Officer & President: T. C.Chief Compliance Officer: M. M.. 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 BloombergZendeskModernizrjQueryGoogleBootstrapVMwareMicrosoft IIS.

What is Lincoln Investment's email format?

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Lincoln Investment's email format typically follows the pattern of . 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 ServicesPennsylvania, United 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 Fort Washington, PA 19034 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1968
Employees
501-1000

Section iconFunding & Financials

  • $50M$100M

    Lincoln Investment's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Lincoln Investment's revenue is in the range of $50M$100M

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