Where is Avitas located?

Avitas is headquartered in Los Angeles, United States. It is registered at Los Angeles, California.

How many employees does Avitas have?

As of Jul 31, 2026, the latest employee count at Avitas is 7.

Where does Avitas rank among its competitors?

Avitas ranks 2671st amongst 10880 active competitors, of which 289 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1M in Aug, 2026.

Who are the top competitors of Avitas?

Avitas' top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2026.

Avitas - 2026 Company Profile & Competitors

Q: Is Avitas an acquired company?

Avitas got acquired by Lido Advisors on Dec 10, 2024.

Company Details

Avitas Wealth Management is a boutique asset manager and wealth advisory firm that offers tailored investment strategies, risk management, portfolio management, and financial advisory services.

Website: avitaswealth.com
Registered Address: Los Angeles, California

Key Metrics

Founded Year

2017

Location

Los Angeles, United States

Stage

Acquired

Ranked

2671^st among 10880 active competitors

Employee Count

7 as on Jul 31, 2026

Similar Companies

Fidelity Investments & 33733 more

Exit Details

Acquired by Lido Advisors (Dec 10, 2024)

View Avitas' full profile

Avitas is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
AVITAS WEALTH MANAGEMENT, LLC CIN: 823559731 , United States, Active		-	12 (As on Dec 31, 2024)	-

Avitas got acquired by Lido Advisors on Dec 10, 2024 at an acquisition amount of $*****.

Click here to take a look at Avitas's acquisition in detail

Avitas has not raised any funding rounds yet.

Avitas' employee count trend

Avitas has 7 employees as of Jul 26. Here is Avitas's employee count trend over the years:

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Top competitors of Avitas include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Avitas, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	78/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	77/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
7th	Wells Fargo 1852, San Francisco (United States), Public	Provider of diverse financial services and online banking	-	Edgerock Wealth, Berkshire Hathaway & 4 others	73/100
8th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
9th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	71/100
10th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
2671st	Avitas 2017, Los Angeles (United States), Acquired	Provider of tailored investment strategies and financial advisory services	-	-	26/100