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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Lee Financial

Multi family office in Dallas, United States, founded 1975; focus on healthtech, food & agriculture and climate.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Dallas, United States
FOUNDED
1975

Investment approach

ROUTES
Companies (own capital)

Overview

Headquartered in Dallas, United States, the firm is listed as a multi family office founded in 1975. Sectors on record are healthtech, food & agriculture and climate. It invests directly in companies; 1 person is named on its team.

People

  • Richard R. Lee Jr.
    Founder, Chairman, and CEO · source

Frequently asked questions

Lee Financial is a multi family office based in Dallas, the United States, founded in 1975.

Lee Financial invests its own capital into companies.

Lee Financial invests in HealthTech, Food & Agriculture and Climate & Energy.

Key people at Lee Financial include Richard R. Lee Jr. (Founder, Chairman, and CEO).