Lion Share Financial Group

Financial Advisory and Insurance Serviceslionsharefinancialgroup.com

Company typePrivate
Founded-
HeadquartersFranklinton, United States
Headcount11–50
GTM typeB2C
OfferingServices

Lion Share Financial Group firmographics

Firmographics

Name: Lion Share Financial Group
Website: https://lionsharefinancialgroup.com
Company type: Private
Headcount range: 11–50 employees
Ownership category
akta.pro rank

Lion Share Financial Group industry classification

Industry

Product category: Financial Advisory and Insurance Services
NAICS: Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
SIC: Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
akta.pro primary industry: Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
akta.pro secondary industry: Personal & Family Trust Services (FSAAANAA)

Keywords

Life insurance planning
Retirement planning services
Estate planning services
Personal financial advisory
Insurance and wealth planning

Where Lion Share Financial Group is headquartered

Location

Headquarters

HQ city: Franklinton
HQ country: United States
HQ region: North America

Markets served

Lion Share Financial Group business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales

Lion Share Financial Group product offering

Product offering

Core offering

Lion Share Financial Group provides life insurance, retirement planning, and estate planning services to individual clients. The firm operates as a small financial services practice based in Franklinton, United States, advising clients on personal insurance, retirement, and estate-related financial decisions.

Differentiator

Problem solved

Functional benefit

Products and services

Life Insurance Life insurance products provided to individual clients to protect beneficiaries in the event of death and to address long-term financial protection needs.
Retirement Planning Retirement planning services for individual clients to help prepare for income needs, savings, and financial security in retirement.
Estate Planning Estate planning services for individual clients to organize assets, inheritance, and transfer-of-wealth decisions.

Companies that use Lion Share Financial Group

Customer profile

Ideal customer profiles1 record

Lion Share Financial Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Lion Share Financial Group partnerships and signals

Strategic signal

Recent moves1 record

Lion Share Financial Group competitors and assessment

Company assessment

Direct peers

MassMutual: Mutual insurer with a large career-agent system delivering life insurance, retirement, and estate planning solutions to households and small businesses. Closely mirrors Lion Share's integrated insurance-and-planning model.
Northwestern Mutual: Mutual company offering integrated life insurance, retirement planning, and wealth/estate advisory through a national network of financial representatives. Highly comparable operating model to Lion Share's combined insurance-plus-planning offering.
Primerica: Sells term life insurance and investment and retirement products to middle-income households through a large sales force of representatives. Comparable client segment and product mix to Lion Share's life insurance and retirement focus.
Cetera Financial Group: Independent broker-dealer and RIA platform supporting independent financial advisors who deliver retirement, investment, and insurance planning. Comparable independent-advisor service model.
Waddell & Reed Financial (now part of Macquarie Asset Management): Historical independent advisor network providing investment, retirement, and insurance planning to households. Comparable integrated advisory offering focused on individual clients.
Edward Jones: Branch-based financial advisory firm offering investment, retirement, insurance, and estate planning to individual investors, primarily in smaller and mid-sized U.S. communities. Comparable localized, full-service advisory model.
Ameriprise Financial: Diversified financial services company with a large franchise of independent advisors offering wealth management, retirement planning, and insurance solutions. Comparable integrated planning and insurance offering.
New York Life: Provides life insurance, retirement income, and long-term care planning products supported by a network of agents and financial professionals. Comparable to Lion Share on the life insurance-led, planning-rich service mix.

Broad incumbents

LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of advisors who provide retirement, investment, and insurance planning. Comparable as the institutional platform under which firms like Lion Share often clear and custody business.
Fidelity Investments: Large diversified financial services firm offering retail wealth management, retirement products, and life insurance through both direct-to-consumer and advisor channels. Comparable across the same product categories but at materially greater scale.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights3 records

Customer concentration

Lion Share Financial Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Lion Share Financial Group leadership team

Management profile

Number of profiles

Lion Share Financial Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Lion Share Financial Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lion Share Financial Group

What does Lion Share Financial Group do?

When was Lion Share Financial Group founded?

Lion Share Financial Group was founded in -1. It employs 11 to 50 people.

Where is Lion Share Financial Group based?

Lion Share Financial Group is headquartered in Franklinton, United States, in the North America region.

Who are Lion Share Financial Group's main competitors?

Direct peers on record are MassMutual, Northwestern Mutual, Primerica, Cetera Financial Group, Waddell & Reed Financial (now part of Macquarie Asset Management), Edward Jones, Ameriprise Financial and New York Life. Broad incumbents are LPL Financial and Fidelity Investments.

Does Lion Share Financial Group have an API?

No public API is recorded for Lion Share Financial Group.

What industry is Lion Share Financial Group in?

Lion Share Financial Group's product category is Financial Advisory and Insurance Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAANAA, Personal & Family Trust Services. Its NAICS code is 523940 and its SIC code is 6411.