Insights

Prospective Partnerships Lyons Wealth Management has recently partnered with CoinDesk Indices and Height Zero to enhance digital asset capabilities, indicating openness to strategic fintech collaborations and expanded product offerings that could align with our technology or asset management solutions.

Digital Asset Growth The firm’s collaboration with a leading digital asset index provider suggests a focus on innovative, forward-looking investment strategies, signaling opportunities for advanced analytics, risk management tools, or crypto-enabled advisory services.

High Net Worth Focus With revenue in the multi-million range and a fiduciary, planning-based advisory approach, Lyons targets affluent clients, presenting a fit for premium service platforms, portfolio optimization tools, and high-touch client experience enhancements.

Regional Expansion Potential Based in Winter Park, FL, and serving a boutique size with 11-50 employees, there may be incremental growth opportunities through marketing automation, scalable advisory tech, and outsourced Chief Investment Officer (OCIO) services to expand client acquisition in similar markets.

Tech Stack Modernization Current technology usage includes web analytics and standard web frameworks; this indicates potential to introduce advanced client portals, CRM integrations, and data-driven reporting to improve client engagement and operational efficiency.

Similar companies to Lyons Wealth Management

Lyons Wealth Management Tech Stack

Lyons Wealth Management uses 8 technology products and services including Google Call Conversion Tracking, Open Graph, Polyfill, and more. Explore Lyons Wealth Management's tech stack below.

Google Call Conversion Tracking
Analytics
Open Graph
Content Management System
Polyfill
Javascript Libraries
Floating UI
Javascript Libraries
UPS
Logistics
Ahrefs
Search Marketing
Nginx
Web Servers
Apache
Web Servers

Media & News

Lyons Wealth Management, LLC. partners with Coindesk Ltd.
Lyons has partnered with CoinDesk Indices, the leading provider of digital asset indices, and Height Zero, a cutting-edge, turn-key digital asset management platform (TDAMP) to deliver this solution to their clients.
Feb 08, 2023 | www.globenewswire.com

Lyons Wealth Management's Email Address Formats

Lyons Wealth Management uses at least 1 format(s):

Lyons Wealth Management Email Formats	Example	Percentage
F.Last@lyonswealth.com	J.Doe@lyonswealth.com	77%
First.Last@lyonswealth.com	John.Doe@lyonswealth.com	13%
Last@lyonswealth.com	Doe@lyonswealth.com	7%
FLast@lyonswealth.com	JDoe@lyonswealth.com	3%

Frequently Asked Questions

What is Lyons Wealth Management's phone number?

You can contact Lyons Wealth Management's main corporate office by phone at

+1-407-951-****

. 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 Lyons Wealth Management's official website and social media links?

Lyons Wealth Management's official website is lyonswealth.com and has social profiles on LinkedIn.

How much revenue does Lyons Wealth Management generate?

As of July 2026, Lyons Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Lyons Wealth Management's NAICS code?

Lyons Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lyons Wealth Management have currently?

As of July 2026, Lyons Wealth Management has approximately 15 employees across 1 continents, including North America. Key team members include Chief Executive Officer: S. R.Senior Vice President - Wealth Management: T. C.Director: T. K.. Explore Lyons Wealth Management's employee directory with LeadIQ.

What industry does Lyons Wealth Management belong to?

Lyons Wealth Management operates in the Investment Management industry.

What technology does Lyons Wealth Management use?

Lyons Wealth Management's tech stack includes Google Call Conversion TrackingOpen GraphPolyfillFloating UIUPSAhrefsNginxApache.

What is Lyons Wealth Management's email format?

Lyons Wealth Management's email format typically follows the pattern of F.Last@lyonswealth.com. Find more Lyons Wealth Management email formats with LeadIQ.

When was Lyons Wealth Management founded?

Lyons Wealth Management was founded in 2009.

Lyons Wealth Management

Q: How many employees does Lyons Wealth Management have currently?

Lyons Wealth Management has approximately 15 employees.

Q: What technology does Lyons Wealth Management use?

Lyons Wealth Management's tech stack includes Piwik PRO Core, ZURB Foundation, YouTube, Polyfill, Google Maps.

Q: What is Lyons Wealth Management's NAICS code?

Lyons Wealth Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementFlorida, United States11-50 Employees

Lyons Wealth Management is an investment management firm based in Winter Park, Florida, founded in 2009. It serves affluent clients, helping them pursue their long-term personal financial goals. The firm emphasizes fiduciary duty and follows a financial planning-based approach to tailor investment advice to each client’s objectives. Its team brings more than 90 years of collective experience, informing guidance on what tends to work in practice and what to avoid. The firm maintains a proactive investment management philosophy to navigate diverse market conditions, noting that traditional buy-and-hold strategies may not keep pace with a rapidly globalizing economy. In February 2023, Lyons Wealth Management announced a partnership with CoinDesk Indices and Height Zero to provide clients with access to a digital asset management solution.