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Lenox Advisors Logo
Lenox Advisors Growth Score
17
CB Rank
343741
Heat Score
36
Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.
Founded
obfuscation
Private New York, New York, United States251-500 lenoxadvisors.com
Banking
Consulting
Crowdfunding
Financial Services
Insurance
Overview

Lenox Advisors
Growth Score
17
Heat Score
36

Growth Score17
-11 pts
in past quarter
Heat Score 36
-13 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 >
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About Lenox Advisors

CB Rank
343741
Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.
Founded
obfuscation
Private New York, New York, United States251-500 lenoxadvisors.com
Banking
Consulting
Crowdfunding
Financial Services
Insurance

Key People

  • Photo of Michael Book
    Michael Book: Managing Partner and Founding Partner
  • Photo of Max Swahn
    Max Swahn: Associate
    Past Role: University of Pittsburgh, Nanoproduct Lab Researcher

Details

Legal Name Lenox Advisors, Inc.
Operating Status Active
Company Type For Profit
Founders  Gregory Large, Michael Book, Rick Van Benschoten
About the Company
Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.
Phone Number (203) 978-2200
Predictions & Insights

Growth Insight

See this Growth Insight
Lenox Advisors is
Lorem
 to be growing
Top Contributing Factors
Operations Expansion

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Financial Planning
A service that assesses clients' financial goals and resources to create a plan addressing retirement, education, and other financial objectives.
Asset Management
A service that manages investment portfolios by selecting and overseeing investment managers specialized in various styles to meet client objectives.

Unlock More with Crunchbase Pro
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  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 251-500 Employee Profiles 5 Contacts 260

Employee Profiles

News

News and Press

News•Jun 22, 2026
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News•Mar 11, 2026
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News•Feb 12, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Nov 3, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,462
-54.2%
 in past month

IT Spend

$9.2MThis year, Lenox Advisors is projected to spend $9.2M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
CyberArk Logo
CyberArk
100
Value Creation Services Logo
Value Creation Services
100
Margin Enhancement Logo
Margin Enhancement
99

Actively Used Products

21Lenox Advisors uses 21 technology products and services including HTML5, Google Maps API, and  GoDaddy Premium DNS, according to G2 Stack.

Active Website Tech Count

7Lenox Advisors is actively using 7 technologies for its website, according to BuiltWith. These include Viewport Meta, DNSSEC, and  Amazon.

Total IP

1Lenox Advisors has 1 registered trademark in the 'Advertising; business' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Lenox Advisors's headquarters? Lenox Advisors is located in New York, New York, United States.Who are Lenox Advisors's competitors? Alternatives and possible competitors to Lenox Advisors may include Wells Fargo, EP Wealth Advisors, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
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