When was Lido Advisors founded?

Lido Advisors was founded in 1999.

Where is Lido Advisors located?

Lido Advisors is headquartered in Los Angeles, United States.

How many employees does Lido Advisors have?

As of Aug 31, 2026, the latest employee count at Lido Advisors is 484.

Where does Lido Advisors rank among its competitors?

Lido Advisors ranks 55th amongst 3803 active competitors, of which 42 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Ascensus, which secured an undisclosed amount in Aug, 2026.

Who are the top competitors of Lido Advisors?

Lido Advisors' top competitors include MassMutual, Ascensus and Jackson. Among them, Ascensus secured the most recent funding round in August, 2026.

Lido Advisors - 2026 Company Profile, Funding & Competitors

Lido Advisors is a funded company based in Los Angeles (United States), founded in 1999. It operates as a Holistic private wealth management and advisory services for high-net-worth individuals. The company has 3803 active competitors, including 42 funded and 298 that have exited. Its top competitors include companies like MassMutual, Ascensus and Jackson.

Company Details

Holistic private wealth management and advisory services for high-net-worth individuals. The company offers comprehensive financial solutions, including financial and estate planning, investment management, tax consulting and preparation, and trust services. They aim to protect, grow, and preserve wealth through goals-oriented analysis and customized strategies. Their approach integrates investment, tax, and legacy objectives into a single plan. They provide access to specialized investments and alternative approaches, leveraging in-house capabilities and a network of affiliated professionals. The company focuses on coordinating the management of investments, taxes, liquidity, philanthropy, and multigenerational planning. They deliver personalized service built on trust, confidentiality, and clear communication, offering a family office style of wealth management.

Website: www.lidoadvisors.com/
Email ID: *****@lidoadvisors.com
Phone Number: +1 **********

Key Metrics

Founded Year

1999

Location

Los Angeles, United States

Stage

Funding Raised

Investors

Charlesbank Capital Partners

Ranked

55^th among 3803 active competitors

Employee Count

484 as on Aug 31, 2026

Investment & Acquisitions

Avitas & 6 more

Similar Companies

Sea & 10568 more

View Lido Advisors' full profile

Lido Advisors is a funded company. Lido Advisors has 1 institutional investor.

View details of Lido Advisors's funding rounds and investors

Lido Advisors' employee count trend

Lido Advisors has 484 employees as of Aug 26. Here is Lido Advisors's employee count trend over the years:

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Top competitors of Lido Advisors include MassMutual, Ascensus and Jackson. Here is the list of Top 10 competitors of Lido Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
2nd	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital, GIC & 2 others	71/100
3rd	Jackson 1961, Lansing (United States), Public	Retirement based investment management firm	$510M	Athene, Kestra	66/100
4th	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	65/100
5th	Pacific Life 1868, Newport Beach (United States), Late Stage	Insurance company	$2.11B	-	65/100
6th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	65/100
7th	Voya Financial 1999, New York City (United States), Public	Provider of pension fund for the employees based out of the US	-	-	64/100
8th	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	63/100
9th	Athene 2009, West Des Moines (United States), Acquired	Retirement services provider	$1.13B	Apollo Global Management, Cohesive Capital ... & 3 others	62/100
10th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Freeman Spogli & 1 others	61/100
55th	Lido Advisors 1999, Los Angeles (United States), Funding Raised	Holistic private wealth management and advisory services for high-net-worth individuals	-	Charlesbank Capital Partners	44/100

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Lido Advisors has not made any investments yet. Lido Advisors has made 7 acquisitions.

Here is the list of latest three $acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Dec 10, 2024	Acquisition	Avitas	2017	Los Angeles (United States)
Oct 31, 2024	Acquisition	Platteriverwa	2019	United States
Dec 12, 2023	Acquisition	Claybrook Capital		Wellesley (United States)