Insights

Niche Focus High yield municipal bond specialization targeting tax-exempt investors suggests cross-sell opportunities with managers and family offices seeking tailored fixed income solutions and after-tax optimization.

Small Scale, Niche Boutique firm with a lean team presents upside for scalable technology and outsourced services, including analytics platforms, reporting automations, and compliance support to accelerate growth.

Tech Stack Current use of AWS, WordPress, MySQL and Node.js indicates openness to cloud-based data integrations and modern CRM/portfolio analytics tools; opportunity to propose enhanced data feeds, risk analytics, and secure client portals.

Regulatory Footing SEC registered advisor focused on non-rated municipal credits implies demand for robust compliance, risk monitoring, and audit-ready reporting solutions to support fiduciary governance and client disclosures.

Growth Readiness Revenue in the small to mid seven-figure range combined with a national client base (RIA, family offices, high net worth) signals potential fit for scalable client onboarding, marketing automation, and advisor-friendly CRM partnerships.

Similar companies to Lind Capital Partners

Lind Capital Partners Tech Stack

Lind Capital Partners uses 8 technology products and services including HubSpot Analytics, iCIMS, Amazon Web Services, and more. Explore Lind Capital Partners's tech stack below.

Lind Capital Partners's Email Address Formats

Lind Capital Partners uses at least 3 email formats:
Lind Capital Partners Email FormatsExamplePercentage
FLast@lindcapitalpartners.comJDoe@lindcapitalpartners.com
78%
First@lindcapitalpartners.comJohn@lindcapitalpartners.com
11%
First.Last@lindcapitalpartners.comJohn.Doe@lindcapitalpartners.com
11%

Frequently Asked Questions

What is Lind Capital Partners's phone number?

Minus sign iconPlus sign icon
You can contact Lind Capital Partners'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 Lind Capital Partners's official website and social media links?

Minus sign iconPlus sign icon
Lind Capital Partners's official website is lindcapitalpartners.com and has social profiles on LinkedIn.

How much revenue does Lind Capital Partners generate?

Minus sign iconPlus sign icon
As of August 2026, Lind Capital Partners's annual revenue is estimated to be $1M - $10M.

What is Lind Capital Partners's NAICS code?

Minus sign iconPlus sign icon
Lind Capital Partners's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lind Capital Partners have currently?

Minus sign iconPlus sign icon
As of August 2026, Lind Capital Partners has approximately 6 employees across 1 continents, including North America. Key team members include Co-Founder: J. L. Explore Lind Capital Partners's employee directory with LeadIQ.

What industry does Lind Capital Partners belong to?

Minus sign iconPlus sign icon
Lind Capital Partners operates in the Investment Management industry.

What technology does Lind Capital Partners use?

Minus sign iconPlus sign icon
Lind Capital Partners's tech stack includes HubSpot Analytics, iCIMS, Amazon Web Services, HubSpot Content Hub, WordPress, Microsoft 365, WP Engine and Piwik PRO Core.

What is Lind Capital Partners's email format?

Minus sign iconPlus sign icon
Lind Capital Partners's email format typically follows the pattern of FLast@lindcapitalpartners.com. Find more Lind Capital Partners email formats with LeadIQ.

When was Lind Capital Partners founded?

Minus sign iconPlus sign icon
Lind Capital Partners was founded in 2008.
Lind Capital Partners logo

Lind Capital Partners

Investment ManagementIllinois, United States2-10 Employees

Lind Capital Partners, LLC is a SEC-registered investment adviser that oversees portfolios of high-yield, tax-exempt municipal bonds to improve after-tax results for registered investment advisers, family offices, and high-net-worth individuals nationwide. The firm focuses on the largely non-rated segment of the tax-exempt market, drawing on decades of experience in origination, underwriting, trading, and portfolio management, and applying a disciplined credit-research approach to identify opportunities and pursue risk-adjusted returns.

Based in Evanston, Illinois, Lind Capital Partners operates in the investment management industry. With a small team, it serves clients across the country that rely on tax-efficient fixed-income strategies grounded in rigorous credit analysis.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2008
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Lind Capital Partners's revenue is estimated to be in the range of $1M - $10M

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.