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Lido Advisors

Lido Advisors

Financial ServicesFlag of USLos Angeles, California, United States201-500 Employees

Company overview

Headquarters1875 Century Park East, Suite 950, Los Angeles, CA 90067, US
Phone number+13102788232
Website
NAICS52
SIC628
Keywords
Risk Management, Asset Allocation, Alternative Investments, Legacy Planning, Family Office Development, Professional Wealth Services
Founded1999
Employees201-500
Socials

Key Contact at Lido Advisors

Flag of US

Gregory Kushner

Chairman and Chief Executive Officer

Lido Advisors Email Formats

Lido Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@lidoadvisors.com), used 56.8% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@lidoadvisors.com
56.8%
{first name}{last name}
johndoe@lidoadvisors.com
35.4%
{last name}{last name}
doedoe@lidoadvisors.com
5.6%

About Lido Advisors

Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families. Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized opportunities. Our services include in-house and affiliated financial planning, tax consulting, and trust professionals to help clients maximize and protect their legacies. Today, we are enjoying rapid growth in RUAM and clients, and have appeared in publications such as Forbes, Financial Advisor, and Barron’s, as well as on CNBC and other financial market media. Lido is headquartered in Los Angeles, California, with offices throughout the United States as we strategically expand our reach. We have an entrepreneurial, strong growth culture and proactive strategic partnerships driving our impressive year-over-year CAGR. Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.

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Lido Advisors revenue & valuation

Annual revenue$45,500,000
Revenue per employee$122,000
Estimated valuation?$145,600,000
Total fundingNo funding

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Vice President
Manager

Employees by Department

Lido Advisors has 241 employees across 10 departments.

Departments

Number of employees

Funding Data

Lido Advisors has never raised funding before.

Lido Advisors Tech Stack

Discover the technologies and tools that power Lido Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Underscore.js

Underscore.js

JavaScript libraries

New Relic

New Relic

RUM

Drupal

Drupal

CMS

lit-element

lit-element

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

Google Maps

Google Maps

Maps

Module Federation

Module Federation

Miscellaneous

lit-html

lit-html

JavaScript libraries

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

Frequently asked questions

Lido Advisors is located in Los Angeles, California, US.
You can reach Lido Advisors at +13102788232.
Lido Advisors was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
Lido Advisors has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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