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Lee Financial Logo
Lee Financial Heat Score
65
Lee Financial is an independent wealth management firm that provides financial advisory and portfolio management services.
Founded
obfuscation
Private Dallas, Texas, United States11-50 www.leefin.com/
Asset Management
Financial Services
Wealth Management
Overview

Lee Financial
Heat Score
65

Growth Score
pts
in past quarter
Heat Score 65
28 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
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About Lee Financial

Lee Financial is an independent wealth management firm that provides financial advisory and portfolio management services.
Founded
obfuscation
Private Dallas, Texas, United States11-50 www.leefin.com/
Asset Management
Financial Services
Wealth Management

Key People

Details

Legal Name LFC Alpha Ltd
Also Known As LeeFin, LFC
Operating Status Active
Founders  Richard Lee
About the Company
Lee Financial is an independent wealth management firm that provides financial advisory services including financial planning, investment management, and human capital development to high net worth individuals and families nationwide. Lee Financial strives to be a trusted resource for personal, family, and business needs.
Investor Type 
obfuscation
Phone Number (972) 960-1001
Predictions & Insights

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 43

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

363
-38.58%
 in past month

IT Spend

$1.7MThis year, Lee Financial is projected to spend $1.7M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
British Academy Film Awards (BAFTAs) Logo
British Academy Film Awards (BAFTAs)
100
Unified Operations Logo
Unified Operations
98
Working Capital Finance Logo
Working Capital Finance
97

Actively Used Products

12Lee Financial uses 12 technology products and services including HTML5, Lightbox, and  Wordpress, according to G2 Stack.

Active Website Tech Count

4Lee Financial is actively using 4 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Gravity Forms, and  CenturyLink.
Sub-Organizations
Frequently Asked Questions

Where is Lee Financial's headquarters? Lee Financial is located in Dallas, Texas, United States.Who are Lee Financial's competitors? Alternatives and possible competitors to Lee Financial may include HighTower Advisors, Fidelity, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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