IDB Lido Wealth Email Formats

Financial Services • 1114 6th Avenue, 9th Floor, United States • 1-10 Employees

IDB Lido Wealth Email Formats

IDB Lido Wealth uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@idblidowealth.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@idblidowealth.com	100%

Key Contact at IDB Lido Wealth

Drew Graves

Senior Vice President & Senior Wealth Manager

Company overview

Headquarters	1114 6th Avenue, 9th Floor, New York, NY 10036, US
Website	idblidowealth.com
NAICS	52
Keywords	Asset Allocation, Financial Planning, Family Office Services, Customized Investment Management Services
Founded	2021
Employees	1-10

About IDB Lido Wealth

IDB Lido Wealth is an SEC Registered Investment Adviser and partnership between IDB Bank® and Lido Advisors, LLC., two innovative financial firms passionately committed to helping clients manage their financial future. Please note that SEC registration does not denote competence, ability, or expertise. IDB Bank is a New York-based, client-first bank with offices in the greater New York City area, Florida and California, with representative offices in Israel and Latin America. The Bank leverages more than 75 years of experience and its deep bench of industry expertise to meet personal, commercial, and international banking needs with personalized service. Founded in 1999, Lido Advisors, also an SEC registered advisory firm, has deep roots in the family office space. Their mission is to bring similar holistic support and innovative wealth management to high-net-worth and ultra-high-net-worth clients and families through its family office style approach. Lido Advisors has more than 30 offices nationwide. Formed in 2021, IDB Lido Wealth’s mission is to provide comprehensive and unique investment and wealth strategies designed to growth, protect, and maximize it’s clients wealth. The combination of IDB Bank and Lido is personalized, comprehensive, and stronger together.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

IDB Lido Wealth has never raised funding before.

Frequently asked questions

IDB Lido Wealth is located in 1114 6th Avenue, 9th Floor, US.

IDB Lido Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

IDB Lido Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at IDB Lido Wealth

Drew Graves

Senior Vice President & Senior Wealth Manager

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