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 Mar 31, 2026, the latest employee count at Lido Advisors is 453.

Is Lido Advisors a funded company?

Lido Advisors is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Lido Advisors rank among its competitors?

Lido Advisors ranks 53rd amongst 2718 active competitors, of which 38 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Wolters Kluwer, which secured an undisclosed amount in Apr, 2023.

Who are the top competitors of Lido Advisors?

Lido Advisors' top competitors include Wolters Kluwer, MassMutual and Point Digital Finance. Among them, Wolters Kluwer secured the most recent funding round in April, 2023.

Lido Advisors - 2026 Company Profile, Team, Funding & Competitors

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

53^rd among 2718 active competitors

Employee Count

453 as on Mar 31, 2026

Investment & Acquisitions

Avitas & 6 more

Similar Companies

Sea & 9806 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

The founders of Lido Advisors is Gregory Kushner.

Here are the details of Lido Advisors' key team members:

Gregory Kushner: Founder and Chairman of Lido Advisors.

View details of Lido Advisors's Founder profiles and Board Members

Lido Advisors' employee count trend

Lido Advisors has 453 employees as of Mar 26. Here is Lido Advisors's employee count trend over the years:

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Top competitors of Lido Advisors include Wolters Kluwer, MassMutual and Point Digital Finance. 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	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
2nd	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
3rd	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	68/100
4th	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	67/100
5th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Further Global Capital Management	61/100
6th	Empower 1891, Greenwood Village (United States), Unfunded	Financial planning and advisory solution for individuals	-	-	60/100
7th	Mariner Wealth Advisors 2006, Overland Park (United States), Acquired	Wealth Management firm	-	Leonard Green and Partners, Penfund	58/100
8th	Commonwealth 1979, Waltham (United States), Acquired	Provider of financial management services	-	-	57/100
9th	First Command 1958, Fort Worth (United States), Unfunded	Provider of financial planning and advisory services for military personnel	-	-	56/100
10th	Signal Advisors 2018, Detroit (United States), Series A	Provider of financial advisory and insurance services	$16M	Annox Capital, General Catalyst & 8 others	55/100
53rd	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)