Lions Financial

Financial ServicesNew York, United States51-200 Employees

Lions Financial is an independent financial services and business advisory firm based in New York City. It serves entrepreneurial and privately held businesses, including sole proprietors and family- or partner-owned enterprises that have been operating for at least three years and generate several million dollars in annual revenue, with a growth-oriented focus. The firm provides advisory services across business planning, transformation, organization, performance improvement, customer strategy and marketing, enterprise value, and information technology, along with wealth management solutions for business owners and executives, such as financial and estate planning, asset management, retirement income planning, and philanthropic planning. Its industry positioning centers on integrating financial advisory with strategic business support to help clients manage growth, succession, and risk, including planning for cross-border or exit considerations. Lions Financial is located at 45 Rockefeller Plaza, 20th Floor, New York, NY, and operates within a range of sectors including automotive, commercial real estate, hospitality, retail, financial services, biopharmaceuticals and healthcare, marketing and advertising, and engineering (including renewable energy). A recent development involves a partnership with Learnopolis to support the rollout of a new financial controls governance framework as part of a broader transformation aimed at strengthening accountability and reducing financial surprises across the business.

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