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Lido

Advisors is a California-based financial firm that provides services including retirement planning, investment and wealth management for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsNews & Insights

Lido

Advisors is a California-based financial firm that provides services including retirement planning, investment and wealth management for individuals and businesses... Read more
Lido Managing Director & CEO: Jason Ozur

Managing Director & CEO

Jason Ozur

CEO Approval Rating

82/100

1999

Private

Banking, Financial Services and Insurance
Asset & Investment Management
61996282 NAICS listing

Est. Annual Revenue
$5.0-25M
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Est. Employees
25-100
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Acquisitions
8

News

Partnership
Apr 22, 2025
Benzinga
Lido Advisors to Partner with BluePointe Capital Management
Acquisition
Oct 28, 2024
The Business Journals
Lido acquired Pegasus Partners Ltd. for undisclosed amount

Lido Competitors

1Erman Retirement Advisory
2IWA
3Creative Planning
4Franklin Retirement Solutions
5W3 Wealth Management
6WMG
7Merit
8Mission Wealth
9Legacy Wealth Advisors
Unlock 6 + competitors

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