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Lake Street Logo
Lake Street CB Rank
647553
Heat Score
37
Lake Street is a financial management firm that provides strategic benefits, business succession planning and risk management services.
Founded
obfuscation
Private Chicago, Illinois, United States1-10 lakest.com/
Finance
Financial Services
Lending
Risk Management
Overview

Lake Street
Heat Score
37

Growth Score
pts
in past quarter
Heat Score 37
5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Lake Street

CB Rank
647553
Lake Street is a financial management firm that provides strategic benefits, business succession planning and risk management services.
Founded
obfuscation
Private Chicago, Illinois, United States1-10 lakest.com/
Finance
Financial Services
Lending
Risk Management

Details

Legal Name LAKE ST
Operating Status Active
Company Type For Profit
Phone Number +1-312.766.7040
Contact Email info@lakest.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Services
Comprehensive financial planning and investment management tailored to individuals, families, and institutions to help manage and grow their wealth.
Business Succession Planning
Strategic planning services to help business owners prepare for the transition or sale of their business, including coordination with financial and legal professionals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 9
News

News and Press

News•May 4, 2026
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News•Dec 12, 2025
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News•Nov 3, 2025
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News•Oct 21, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

135
2,150%
 in past month

IT Spend

$68.9KThis year, Lake Street is projected to spend $68.9K on IT, according to Aberdeen.

Active Website Tech Count

3Lake Street is actively using 3 technologies for its website, according to BuiltWith. These include SSL by Default, CommonCrawl Top 50m, and  Google Font API.
Sub-Organizations
Frequently Asked Questions

Where is Lake Street's headquarters? Lake Street is located in Chicago, Illinois, United States.Who are Lake Street's competitors? Alternatives and possible competitors to Lake Street may include Fidelity, Bartlett Wealth Management, and  Harding Financial Partners Inc.
Who We Are
What We Do
Helpful Links
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