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LPL Financial

North America, Massachusetts, United States, Boston

Description

LPL Financial is an independent broker-dealer.

Investor Profile

LPL Financial has made 2 investments, with 0 in the past 12 months and 50% as lead.

Stage Focus

  • Corporate Round (50%)
  • Seed (50%)

Country Focus

  • United States (50%)
  • United Arab Emirates (50%)

Industry Focus

  • Advice
  • Compliance
  • Consulting
  • Human Resources
  • Training
  • Business Development
  • Database
  • Financial Services
  • Fintech
  • Information Technology
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does LPL Financial frequently co-invest with?

Gaotong Capital
Asia, Heilongjiang, China, Chongqing
Co-Investments: 1
China Equity
Asia, Beijing, China, Beijing
Co-Investments: 1
Co-Investments: 1
NTEC
Asia, Al Kuwayt, Kuwait, Kuwait
Co-Investments: 1

Which angels does LPL Financial often collaborate with?

Sid Dhamija
Asia, Dubai, United Arab Emirates, Dubai
Shared Deals: 1
Shared Deals: 1

What are some of recent deals done by LPL Financial?

Independent Advisor Alliance

Charlotte, North Carolina, United States

Independent Advisor Alliance provides a virtual admin program, succession planning, business consulting, compensation and advisory services.

AdviceComplianceConsultingHuman ResourcesTraining
Corporate RoundDec 18, 2023
Cadena

Dubai, Dubai, United Arab Emirates

Cadena is a hybrid solution for overseas growth. Cadena combines local sales, AI-driven prospecting tools and CadenaPay invoice factoring.

Business DevelopmentDatabaseFinancial ServicesFinTechInformation TechnologySoftwareSupply Chain Management
SeedMar 1, 2022
Amount Raised: $32,000,000