Lido Advisors Overview

  • Founded
  • 1999

Founded
  • Status
  • Private

  • Employees
  • 104

Employees
  • Latest Deal Type
  • Corporate

  • Financing Rounds
  • 2

  • Investments
  • 6

Lido Advisors General Information

Description

Provider of wealth advisory services intended to provide wealth planning to high net worth and ultra-high net worth individuals, families and charitable organizations across the U.S. The company provides alternative investment strategies through portfolio management, volatility management and long-term growth strategies, providing its clients a stable cash flow.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Accounting, Audit and Tax Services (B2B)
Other Financial Services
Primary Office
  • 7047 East Greenway Parkway
  • Suite 250
  • Scottsdale, AZ 85254
  • United States

Lido Advisors Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth

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Lido Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Lido Advisors Executive Team (17)

Name Title Board Seat Contact Info
Jason Ozur Chief Executive Officer, Senior Managing Director and Co-Chairman of Investment Committee
Ken Stern President & Senior Managing Director
Stacy Beattie Chief Operating Officer
Blair Buick Chief Strategy Officer
Vivek Dhayagude Chief Technology Officer
You’re viewing 5 of 17 executive team members. Get the full list »

Lido Advisors Board Members (1)

Name Representing Role Since
0000000 0000000 Self Founder, Chairman & Senior Managing Director 000 0000
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Lido Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Lido Advisors Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Lido Advisors Investments & Acquisitions (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 00 14-Jun-2022 0000000000 Asset Management 00000 000
000 0000 0000 01-Nov-2021 00000 0000 Other Financial Services 00000 000
0000000 00000 21-Dec-2020 0000000000 Other Capital Markets/Institutions 00000 000
00000 0000000 13-Nov-2020 000000000 Buildings and Property 00000 000
Marton Bute Wealth Management 18-Oct-2019 Merger/Acquisition Asset Management 0000000 0
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Lido Advisors Subsidiaries (1)

Company Name Industry Location Founded
0000 0000000000 Family Office (Multi) Los Angeles, CA 0000
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