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LIDO ADVISORS

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Description

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. It executes co... Read More

Headquarters

Headquarters:

1875 Century Park E, Ste 950, Los Angeles, California, 90067, United States
Phone

Phone:

(310) 278-8232
Employees

Employees:

85
Revenue

Revenue:

$24 Million
SIC Code 62,628
NAICS Code 52393,523
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Top Competitors of LIDO ADVISORS

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26
revenue
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1

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revenue
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2

Employess
85
revenue
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3

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175
revenue
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revenue
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LIDO ADVISORS's Org Chart

Gregory Kushner
Gregory Kushner

Chairman & Chief Executive Officer

PhonePhoneEmailEmail
Jeffrey Westheimer
Jeffrey Westheimer

Senior Managing Director

PhonePhoneEmailEmail
Alyssa Weinberger
Alyssa Weinberger

Senior Managing Director

PhonePhoneEmailEmail

PhonePhoneEmailEmail

PhonePhoneEmailEmail
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LIDO ADVISORS Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateRoundAmountInvestors

Apr 10, 2020

Debt

<$5M

PPP

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<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

Revenue
QuarterRevenue

'20 - Q3

14300000

'20 - Q4

24168000

'21 - Q1

24168000

'21 - Q2

24168000

Acquisitions & Subsidiaries

Quantum Capital

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LIDO ADVISORS's Tech Stack

Google Global Site Tag

By

Google

Freshservice

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Freshworks

Office 365

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Microsoft

WordPress.org

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Automattic

Google Font API

By

Google

jQuery

By

jQuery
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LIDO ADVISORS News & Media

Lido Advisors Announces Stacy Beattie as Chief Operating Officer

LOS ANGELES--(BUSINESS WIRE)--Lido Advisors, LLC, a Los Angeles-based, full-service, independent, Registered Investment Advisory firm (“RIA”), announced today the hiring of veteran financial executive Stacy Beattie to fulfill the role of Chief Operating Officer (COO). Beattie is charged with the day-to-day operations of the firm. In this role, she will lead Lido’s efforts to create efficient systems and processes to enhance the client and employee experience while ensuring that all systems, res

CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture

NEW YORK--(BUSINESS WIRE)--For the release dated November 1, 2021, please replace the logos with the accompanying corrected graphic. The release reads: IDB BANK AND LIDO ADVISORS ANNOUNCE JOINT VENTURE The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank (“IDB”) and Lido Advisors, LLC (“Lido”) today announced the creation of a new strategi

IDB Bank and Lido Advisors Announce Joint Venture

NEW YORK--(BUSINESS WIRE)--IDB Bank (“IDB”) and Lido Advisors, LLC (“Lido”) today announced the creation of a new strategic partnership and joint venture: IDB Lido Wealth. The new entity will leverage Lido’s innovative wealth management to support IDB’s growing businesses and clientele. IDB Bank and Lido Advisors will continue to remain independent companies. “We are excited to partner with Lido Advisors, who share our ‘It’s Personal’ DNA and are as passionate about serving clients as we
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Frequently Asked Questions regarding LIDO ADVISORS

Where are LIDO ADVISORS’s headquarters?

LIDO ADVISORS’s headquarters are in 1875 Century Park E, Ste 950, Los Angeles, California, 90067, United States

What is LIDO ADVISORS’s phone number?

LIDO ADVISORS’s phone number is (310) 278-8232

What is LIDO ADVISORS’s official website?

LIDO ADVISORS’s official website is www.lidoadvisors.com

What is LIDO ADVISORS’s Revenue?

LIDO ADVISORS’s revenue is $24 Million

What is LIDO ADVISORS’s SIC code?

LIDO ADVISORS’s SIC: 62,628

What is LIDO ADVISORS’s NAICS code?

LIDO ADVISORS’s NAICS: 52393,523

How many employees are working in LIDO ADVISORS?

LIDO ADVISORS has 85 employees

What is LIDO ADVISORS’s industry?

LIDO ADVISORS is in the industry of: Investment Banking, Finance

Who are LIDO ADVISORS’s main competitors?

LIDO ADVISORS's main competitors are: Austin Asset, Cassaday & Company, Brightworth, RMB Capital Management

What companies has LIDO ADVISORS acquired?

LIDO ADVISORS has acquired the companies: Quantum Capital

What is LIDO ADVISORS's tech stack?

The technologies that are used by LIDO ADVISORS are: Google Global Site Tag, Freshservice, Office 365, WordPress.org

Who is LIDO ADVISORS's CEO?

LIDO ADVISORS's CEO is Gregory Kushner

See more information about LIDO ADVISORS

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