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Leelyn Smith Logo
Leelyn Smith CB Rank
269879
Heat Score
90
Leelyn Smith is a financial firm that offers wealth management, tax compliance, consulting, and retirement planning.
Founded
obfuscation
Private Geneva, Illinois, United States11-50 www.leelynsmith.com/
Consulting
Financial Services
Retirement
Wealth Management
Overview

Leelyn Smith
Heat Score
90

Growth Score
pts
in past quarter
Heat Score 90
58 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Leelyn Smith

CB Rank
269879
Leelyn Smith is a financial firm that offers wealth management, tax compliance, consulting, and retirement planning.
Founded
obfuscation
Private Geneva, Illinois, United States11-50 www.leelynsmith.com/
Consulting
Financial Services
Retirement
Wealth Management

Key People

  • Photo of Daniel Coman
    Daniel Coman: Chief Family Office Strategist
    Past Role: Republic Bank of Chicago, Executive Vice President - General Counsel

Details

Operating Status Active
Company Type For Profit
Phone Number +1 630-232-8995
Contact Email Info@leelynsmith.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Wealth Management
A service that provides personalized financial planning and investment management to help clients achieve financial independence.
Tax Compliance and Planning
Services focused on managing tax obligations and planning strategies to optimize tax outcomes for clients.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 20

Employee Profiles

News

News and Press

News•May 26, 2026
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News•Jan 27, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

71

Interest Signals

TopicSurge Score
Identity Theft Logo
Identity Theft
70

Active Website Tech Count

40Leelyn Smith is actively using 40 technologies for its website, according to BuiltWith. These include Apple Mobile Web Clips Icon, SPF, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Leelyn Smith's headquarters? Leelyn Smith is located in Geneva, Illinois, United States.Who are Leelyn Smith's competitors? Alternatives and possible competitors to Leelyn Smith may include CW Advisors, Quillion Wealth Management, and  Westfield CPAs.
Who We Are
What We Do
Helpful Links
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