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Lido Advisors

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Scottsdale, Arizona, United States Founded 2015 251-500 employees For Profit

Lido Advisors is an investment management company that provides wealth management and philanthropy advisory services.

Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
6
Monthly Visits
Available in Pro
Contacts
250

Company Details

Funding & Financials

Pro
Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
13
Active products
18
IT spend
$7M

Company Info

Founded
2015
Employees
251-500
Operating status
Active
Company type
For Profit
Org types
company
Founders
1
Sub-organizations
1
News articles
72
HQ
Scottsdale, Arizona, United States
Region
Greater Phoenix Area, Western US

Signals & Scores

Heat score
Medium
Growth score
Low
Trend (7d)
-0.4
Trend (30d)
-1.6
Trend (90d)
3
Last leadership hire
Jun 30, 2026

Acquisitions by Lido Advisors

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Key People at Lido Advisors

Chief Technology Officer
Chief Marketing and Digital Officer
Chairman and Chief Executive Officer
250
professional contacts at Lido Advisors
Contact execs at Lido Advisors

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Lido Advisors - Company Profile, Full Acquisitions List, Funding and Investments