Lion Street

About Lion Street

<p>Built as a shared platform for independent insurance and wealth planning practices, Lion Street brings firms together for carrier access, peer benchmarking, and idea sharing. Founded in 2010, the network is headquartered in Austin in Central Texas (Suite 2600, Austin, TX).</p> <p>Lion Street works with life insurance and wealth planning firms that serve high-net-worth individuals, families, business owners, companies, executives, and other high-income earners. The network uses an open-architecture approach, so member firms can choose among insurance carriers and use a range of products and resources for advanced case design.</p> <p>The organization runs with a shared ownership structure tied to equity in its parent company, Integrity. That structure is designed to align interests across member firms while supporting growth and consistency in planning work.</p> <p>One clear differentiator is the combination of open carrier choice with a network model that emphasizes collective buying power and shared best practices.</p> <ul> <li>National network of over 200 independent firms and 800 financial professionals</li> <li>Life insurance and wealth planning support for complex client needs</li> <li>Open-architecture access to multiple carriers, products, and design resources</li> <li>Shared ownership model through Integrity equity</li> <li>Part of the broader <a href="/plan-advisors">plan advisors</a> ecosystem</li> </ul>

Website: https://lionstreet.com/

Founded: 2010

Employees: 800