Insights

Strategic Growth Lion Street operates a national network of over 200 independent firms focusing on high-net-worth and corporate clients, presenting a broad cross-sell opportunity across life insurance, wealth management, and financial planning services for partner firms and their clients.

Private Wealth Expansion Recent initiatives include launching ASE Private Wealth and partnerships with fintech providers like Pontera, signaling openness to expanded product ecosystems and technology-enabled advisory services that can be upsold to existing clients.

Tech Enablement Adoption of multiple tech tools (AppNexus, New Relic, Google Tag Manager, Google Search Console) suggests a corporate willingness to invest in analytics, digital marketing, and secure web practices, opening doors for data analytics, martech, and cybersecurity solutions.

Strategic Acquisitions Past and recent acquisitions (Emercury, integration into Integrity Marketing Group, and ASE Private Wealth) indicate a pattern of consolidation and alliance-building, presenting opportunities for integration services, CRM/ops platforms, and back-office scale solutions.

Financial Scale Revenue of 100M-250M with a national footprint and 51-200 employees positions Lion Street as a mid-market advisory network ripe for value-added services such as practice management, compliance tech, and insurance/wealth tech partnerships.

Lion Street Tech Stack

Lion Street uses 8 technology products and services including AppNexus, Font Awesome, Microsoft, and more. Explore Lion Street's tech stack below.

  • AppNexus
    Advertising
  • Font Awesome
    Font Scripts
  • Microsoft
    Miscellaneous
  • New Relic
    Real User Monitoring
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Search Console
    Web Analytics

Media & News

Lion Street's Email Address Formats

Lion Street uses at least 1 format(s):
Lion Street Email FormatsExamplePercentage
FLast@lionstreet.comJDoe@lionstreet.com
86%
LFirst@lionstreet.comDJohn@lionstreet.com
10%
Last@lionstreet.comDoe@lionstreet.com
3%
FL@lionstreet.comJD@lionstreet.com
1%

Frequently Asked Questions

Where is Lion Street's headquarters located?

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Lion Street's main headquarters is located at 300 Colorado Street Suite 2600 Austin, Texas 78701 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Lion Street's phone number?

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You can contact Lion Street'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 Lion Street's official website and social media links?

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Lion Street's official website is lionstreet.com and has social profiles on LinkedInCrunchbase.

What is Lion Street's NAICS code?

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Lion Street's NAICS code is 52 - Finance and Insurance.

How many employees does Lion Street have currently?

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As of June 2026, Lion Street has approximately 148 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Vice President Of Firm Selection: K. K.President And Chief Revenue Officer Of Multi-Life: B. T.Owner: M. B.. Explore Lion Street's employee directory with LeadIQ.

What industry does Lion Street belong to?

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Lion Street operates in the Financial Services industry.

What technology does Lion Street use?

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Lion Street's tech stack includes AppNexusFont AwesomeMicrosoftNew RelicX-XSS-ProtectionGoogle Tag ManagerX-Content-Type-OptionsGoogle Search Console.

What is Lion Street's email format?

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Lion Street's email format typically follows the pattern of FLast@lionstreet.com. Find more Lion Street email formats with LeadIQ.

How much funding has Lion Street raised to date?

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As of June 2026, Lion Street has raised $4.2M in funding. The last funding round occurred on May 28, 2019 for $4.2M.

When was Lion Street founded?

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Lion Street was founded in 2010.
Lion Street logo

Lion Street

Financial ServicesTexas, United States51-200 Employees

Lion Street is a national financial services network comprised of more than 200 independent firms that design and plan for high-net-worth and corporate clients. Securities, including variable products, are offered through Lion Street Financial, LLC, a FINRA and SIPC member, while investment advisory services are provided through Lion Street Advisors, LLC, registered with the SEC; both entities are affiliated with Lion Street, Inc. The group is headquartered in Austin, Texas, and supports its member firms with intellectual capital and resources to help them grow within the financial services industry. The network relies on independent firms overseen by an Executive Committee and emphasizes that the firms do not provide tax or legal advice. In August 2023 Lion Street launched ASE Private Wealth as its newest Owner-Firm, signaling ongoing expansion of its platform.

Section iconCompany Overview

Headquarters
300 Colorado Street Suite 2600 Austin, Texas 78701 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
51-200

Section iconFunding & Financials

  • $4.2M

    Lion Street has raised a total of $4.2M of funding over 2 rounds. Their latest funding round was raised on May 28, 2019 in the amount of $4.2M.

  • $100M$250M

    Lion Street's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $4.2M

    Lion Street has raised a total of $4.2M of funding over 2 rounds. Their latest funding round was raised on May 28, 2019 in the amount of $4.2M.

  • $100M$250M

    Lion Street's revenue is estimated to be in the range of $100M$250M

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