Lido Advisors Revenue and Competitors

Location

#4278

Growjo Ranking

Investments

Industry

Estimated Revenue & Valuation

  • Lido Advisors's estimated annual revenue is currently $54.4M per year.(i)
  • Lido Advisors's estimated revenue per employee is $249,700

Employee Data

  • Lido Advisors has 218 Employees.(i)
  • Lido Advisors grew their employee count by 26% last year.

Lido Advisors's People

NameTitleEmail/Phone
1
VPReveal Email/Phone
2
VPReveal Email/Phone
3
VPReveal Email/Phone
4
VPReveal Email/Phone
5
Chief Market StrategistReveal Email/Phone
6
Chief Growth OfficerReveal Email/Phone
7
Sr. VP, Sr. Wealth ManagerReveal Email/Phone
8
CEOReveal Email/Phone
9
VP, Tax SpecialistReveal Email/Phone
10
SVP, Operations & FacilitiesReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$68.4M4140%$4M$1B
#2
$51.3M2222%N/AN/A
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What Is Lido Advisors?

Lido Advisors, LLC is a full service, boutique investment advisory firm that has built its practice as an alternative to the large brokerage houses and bank-owned firms. As a Registered Investment Adviser (RIA), Lido Advisors provides wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices. Developing long-term relationships with its clients, Lido Advisors provides an objective, conflict-free approach to investment advising, blending the best aspects of large firm resources with the personal service and touch of a boutique firm. Constantly aligned with the interests of the clients they serve, Lido Advisor's core principles include maintaining the highest levels of integrity and transparency in process, costs, investments and reporting, while striving for solid risk adjusted returns. As part of the wealth management process, Lido Advisors takes care to educate and inform its clients regarding investment ideas and strategies, keeping the client involved throughout the process to help provide peace of mind.

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Total Funding

218

Number of Employees

$54.4M

Revenue (est)

26%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Lido Advisors News

2022-04-20 - Here's how financial literacy can help you according to 5 successful business moguls

Today Sanchez is the CEO of Chantico Global and Chief Market Strategist for Lido Advisors. She also serves as a Trustee of the Los Angeles...

2022-04-06 - Leaders of Influence: Wealth Managers- STUART KATZ

Stuart Katz is a senior managing director with Lido Advisors. He leads Lido's national Private Client business, which provides customized...

2021-05-24 - Lido Advisors Enters into Strategic Partnership with Charlesbank Capital Partners to Invest in Growth

LOS ANGELES, May 24, 2021 (GLOBE NEWSWIRE) -- Lido Advisors, LLC (“Lido”) announced today a key strategic partnership with Charlesbank Capital Partners (“Charlesbank”), a middle-market private investment firm. Charlesbank, which initially oversaw private investments inside the Harvard University ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$75M2182%N/A
#2
$35M218-13%$44.8M
#3
$64.7M2188%N/A
#4
$34M218-19%$102M
#5
$36M218N/AN/A