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Lion Street
Bob Carter founded Lion Street in 2010 after a career in insurance that included co-founding National Financial Partners, which went public in 2003 (per...
Lion Street
Bob Carter founded Lion Street in 2010 after a career in insurance that included co-founding National Financial Partners, which went public in 2003 (per firm website). He assembled a core group of sophisticated life insurance firms seeking a peer network that could aggregate buying power with carriers. The network operates as a distribution platform, not an asset manager. Lion Street firms serve high-net-worth individuals, business owners, and corporations, structuring life insurance and wealth planning solutions across permanent life, disability, and long-term care coverage. The network’s open-architecture model gives its 800+ financial professionals freedom in carrier choice. Key metrics include $136B of life insurance benefits in force and $11B of cash value (per firm, 2026). All network firms are based in the United States. The network counts over 200 firms and is owned collectively, with equity held in parent company Integrity, an insurtech firm that acquired Lion Street in 2022. In July 2024, Lion Street moved to a new headquarters in Austin, Texas (per firm, July 2024). Twenty of its firm-owners were recognized on the 2025 Forbes Top Financial Security Professionals list. What distinguishes Lion Street is its ownership structure: network firms hold equity in Integrity, aligning incentives and fostering a collaborative culture. This model creates a governance mechanism where the participants in the network are also its owners, an uncommon structure for a national insurance distribution platform.
General information
Firm type
other
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Austin
Corporate office
300 Colorado St., Suite 2600, Austin, TX 78701, United States
Principals
Bob Carter
Founder & CEO
Jim Cahill
President
James Joyce
Chief Revenue Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Lion Street?
Bob Carter serves as Founder & CEO of Lion Street. The firm is a distribution network, not a fund — each independent firm makes its own investment and product recommendations for clients. Corporate strategy is overseen by President Jim Cahill and Chief Revenue Officer James Joyce (per firm website).
Does Lion Street commit capital to funds or operate like a family office?
Lion Street does not function as a family office or asset manager. It is a national network of independent insurance and wealth advisory firms. Its role is to provide platform services — carrier relationships, technology, peer collaboration — to member firms that serve high-net-worth clients.
What is the ownership structure of Lion Street?
Firms in the Lion Street network hold equity in the parent company, Integrity, an omnichannel insurtech that acquired Lion Street in 2022 (per firm website). This shared ownership model is intended to align the interests of member firms with the growth of the network.
How does Lion Street source proprietary deal flow?
Lion Street does not manage capital or make direct investments — it is a distribution and services platform. Member firms independently select life insurance and wealth products from an open-architecture roster of carriers. The network does not claim proprietary deal flow in the private investment sense.
Is Lion Street structured as a single family office or multi-family office?
Lion Street is neither. It is a national distribution network of independent firms that provide life insurance and wealth management to high-net-worth clients. The firm describes itself as 'the firm behind the firm,' supporting its member advisors with product access and operational resources.
Where does the underlying wealth of Lion Street's clients come from?
Lion Street serves high-net-worth individuals, families, business owners, and corporate executives across the US. The firm does not publicly disclose client wealth origin details, but its offerings target clients with complex insurance and estate planning needs, typical of established business and professional wealth.
What investment stages or asset classes does Lion Street focus on?
Lion Street focuses on life insurance and wealth management solutions, not direct asset-class investing. Its product mix includes permanent life insurance, disability insurance, long-term care coverage, and wealth planning strategies. Member firms may advise on traditional investment portfolios, but Lion Street as an entity does not disclose a specific asset-class allocation.
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