Lee Financial

Lee Financial

United States; Texas United States; Dallas Texas United States; Americas; North America
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Investor info
Type
Registered Investment Advisors
Stage focus
  • Seed Round
Description
Lee Financial (LFC) is an independent wealth management firm based in Dallas, Texas. Established in 1975, the firm provides financial advisory services including multi-generational planning, financial planning, business consulting, portfolio management, investment management, and human capital consulting to high net worth individuals and families, corporate executives, entrepreneurs, and non-profit organizations. The assets of the firm are governed and managed by the executive management team.
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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