Lido Advisors
As of 1 November 2026, Lido Advisors has 16 open roles (17 new in 30 days), its finance & accounting team is hiring most, and its postings name dbt, Python and Snowflake as the tools the team works in.
As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Houston, Texas, United States
- Employees
- 201-500 employees (linkedin)
- Sells to
- entrepreneurs, executives, families
- Certifications on site
- Site languages
- EN
- Career system
- Paylocity
Lido Advisors in one screen
Read from lidoadvisors.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Lido Advisors is a wealth management firm that provides financial planning, investment management, trust and estate planning, and tax consulting for entrepreneurs, executives, and families. It offers services such as qualified small business stock optimization, exit planning, and philanthropic planning, with offices nationwide across the United States.
Named on the site: entrepreneurs, executives, families, entrepreneurs and executives.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 585 scored.
What Lido Advisors says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
Architect data orchestration platform foundations and establish data architecture across dbt, Snowflake, Azure Data Factory, SQL database, and MongoDB, including platform engineering standards, observability frameworks, and data SLAs for dCreate and maintain Azure Artifacts feed for publishing Python packages containing business logic.Architect data orchestration platform foundations and establish data architecture across dbt, Snowflake, Azure Data Factory, SQL database, and MongoDB, including platform engineering standards, observability frameworks, and data SLAs for dct data orchestration platform foundations and establish data architecture across dbt, Snowflake, Azure Data Factory, SQL database, and MongoDB, including platform engineering standards, observability frameworks, and data SLAs for downstreaThis role will support the continued evolution of our reporting platform, Addepar, by partnering closely with the Technical Product Owner to design, document, test, and roll out enhancements.Create and maintain Azure Artifacts feed for publishing Python packages containing business logic.Architect data orchestration platform foundations and establish data architecture across dbt, Snowflake, Azure Data Factory, SQL database, and MongoDB, including platform engineering standards, observability frameworks, and data SLAs for dEngage with key stakeholders for requirements gathering and sprint planning and maintain documentation for key projects and workflows using Jira and Confluence.- Complete client data-gathering, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues, as well as advisors on plan design, and create plan summaries.Engage with key stakeholders for requirements gathering and sprint planning and maintain documentation for key projects and workflows using Jira and Confluence.estration platform foundations and establish data architecture across dbt, Snowflake, Azure Data Factory, SQL database, and MongoDB, including platform engineering standards, observability frameworks, and data SLAs for downstream consumers.• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.• Proficiency with Salesforce and the Microsoft Office suite; experience with financial modeling and portfolio management tools is a plus.Vendors whose code loads on lidoadvisors.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
16 open roles, 17 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 5 · 5 |
| Data & AI | 2 · 2 |
| Legal, compliance & risk | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Lido Advisors to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Lido Advisors
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 585 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Lido Advisors (Houston, United States, 201-500 employees) has 16 open roles, 17 new in 30 days, and names 14 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/lidoadvisors.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from lidoadvisors.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Paylocity career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Lido Advisors: questions
Does Lido Advisors use dbt?
Yes, by the company's own words: 2 postings name it, first seen 2026-10-01, in the data & ai team.
Is Lido Advisors hiring?
16 open roles as of 1 November 2026, 17 opened in the last 30 days and 1 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From lidoadvisors.com itself: we crawled it on 2026-08-16, built the profile on 2026-08-17, and read its career site (Paylocity) hourly since. Headcount is from LinkedIn.
Who should I write to at Lido Advisors?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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