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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.
Lido Advisors on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Funding Rounds
2
Last Funding
Acquisitions
6
Monthly Visits
Contacts
250
About Lido Advisors
Funding & Financials
- 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
- 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
- $7.21M
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
Lido Advisors Funding Rounds
2 results
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| Organization Name | Funding Type | Lead Investor Names | Org Hq Country | ||
|---|---|---|---|---|---|
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Lido Advisors Acquisitions
7 results
| Acquiree Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| Enbridge | — | 2026-07-25 | Lido Advisors | EnergyOil and GasRenewable EnergySolar | Canada |
| Jackson Hole Capital Partners | — | 2026-05-12 | Lido Advisors | — | — |
| Olympus Wealth Management | — | 2025-07-29 | Lido Advisors | FinanceFinancial ServicesService Industry | United States |
| BluePointe Capital Management | — | 2025-04-22 | Lido Advisors | ConsultingFinanceWealth Management | United States |
| Avitas Wealth Management | — | 2024-12-10 | Lido Advisors | AdviceAsset ManagementFinancial ServicesWealth Management | United States |
1–5 of 7Show
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Lido Advisors Key People
Chief Technology Officer
Chief Marketing and Digital Officer
Chairman and Chief Executive Officer
250
professional contacts at Lido Advisors
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