# Lion Street

Lion Street is an other based in Austin, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** 300 Colorado St., Suite 2600, Austin, TX 78701, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** www.lionstreet.com
- **LinkedIn:** https://www.linkedin.com/company/lion-street

## Regulatory record

- **Reports private funds:** No

## About

Lion Street is a national network of elite firms and financial professionals serving high-net-worth, high-income and business-owner clients with sophisticated life insurance, wealth management and financial planning solutions.

## Sectors

- Insurance
- Wealth Management
- Financial Services

## People

- Bob Carter — Founder & CEO
- Jim Cahill — President
- James Joyce — Chief Revenue Officer

## 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).

### 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.

## Related profiles

- [HyperGrid](https://altss.com/profile/hypergrid)
- [Myos Corp.](https://altss.com/profile/myos-corp)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/lion-street

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