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Lyell Logo
Lyell CB Rank
1017482
Heat Score
31
Lyell renders investment management, financial planning, estate planning, equity advice and income tax planning services.
Founded
obfuscation
Private Menlo Park, California, United States1-10 lyellwealth.com/
Advice
Financial Services
Wealth Management
Overview

Lyell
Heat Score
31

Growth Score
pts
in past quarter
Heat Score 31
-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 >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Lyell

CB Rank
1017482
Lyell renders investment management, financial planning, estate planning, equity advice and income tax planning services.
Founded
obfuscation
Private Menlo Park, California, United States1-10 lyellwealth.com/
Advice
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number +1-650-353-3692
Contact Email info@lyellwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Customized investment management tailored to clients' financial needs and goals, focusing on tax efficiency and diversified asset allocation.
Financial Planning
Comprehensive financial planning services to help clients achieve goals such as financial independence, asset protection, philanthropy, and wealth transfer.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 8

Employee Profiles

News

News and Press

News•Dec 11, 2024
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News•Nov 10, 2023
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News•Nov 9, 2023
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News•Nov 8, 2023
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Interest Signals

TopicSurge Score
Walled Garden Logo
Walled Garden
91
Apple (AAPL) Logo
Apple (AAPL)
87
Google Cloud Marketplace Logo
Google Cloud Marketplace
84

Active Website Tech Count

5Lyell is actively using 5 technologies for its website, according to BuiltWith. These include Common Crawl, Euro, and  Mobile Non Scaleable Content.

Total IP

2Lyell has registered 2 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Lyell's headquarters? Lyell is located in Menlo Park, California, United States.Who are Lyell's competitors? Alternatives and possible competitors to Lyell may include Cerity Partners, Mariner Wealth Advisors, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
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