About Lee Financial
Lee Financial is a Financial Service company, headquartered in Dallas, with 201 - 500 employees and annual revenue of $100M - $500M.
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial is...
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Lee Financial Company Highlights
Phone Number
(972) 960-xxxx
Corporate Office Address
8350 North Central Expressway
Dallas, 75206
Website
Industries Served
Financial ServiceNumber of Employees
201 - 500 Employees
Company Revenue
$100M - $500M
Lee Financial Email Format
The most common Lee Financial email format is [f][last] (ex. jdoe@leefin.com), currently being used by 100% of Lee Financial business email addresses. There are 7 email formats used by Lee Financial.
Lee Financial Org
Lee Financial has 6 C-Level, 4 Director, 7 Manager, 4 Senior, 11 Mid-Level, and 3 Other employees.
Lee Financial Decision Makers
- CEORichard Lee
Lee Financial's Tech Stack
Frequently Asked Questions About
Lee Financial
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Who is the CEO of Lee Financial?
The CEO of Lee Financial is Richard Lee. See full contact details ›
How many senior employees does Lee Financial have?
Lee Financial has 21 senior employees that are typically used for decision making.
What email format does Lee Financial use?
The most common Lee Financial email format is {f}{last} (e.g. jdoe@leefin.com).
Who are the key decision makers at Lee Financial?
Key decision makers at Lee Financial include Richard Lee (CEO). See full contact details ›
What technologies does Lee Financial use?
Lee Financial uses technologies including Adobe, Apache HTTP Server, and Apache Traffic Server.
How do I contact Lee Financial?
To contact Lee Financial, visit leefin.com.
What companies are similar to Lee Financial?
Companies similar to Lee Financial include AllianceBernstein, Ares Management Corporation, and CCM.
Where is Lee Financial headquartered?
Lee Financial is headquartered at 8350 North Central Expressway, Dallas.
What is the main phone number for Lee Financial?
The main phone number for Lee Financial is (972) 960-xxxx.
What is the official website for Lee Financial?
The official website for Lee Financial is leefin.com.
What is the annual revenue of Lee Financial?
The annual revenue of Lee Financial is $100M - $500M.
How many employees does Lee Financial have?
Lee Financial has 201 - 500 employees.
What industry is Lee Financial in?
Lee Financial is in the Financial Service industry.
Last updated: November 4, 2025