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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 backed more than 2 startups, with 0 new investments in the last 12 months alone. The firm has led 1 rounds, about 50% of its total and boasts 0 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Corporate Round, Seed rounds (top funding stages).
  • Majority of deals are located in United States, United Arab Emirates.
  • Strong thematic focus on Advice, Compliance, Consulting.

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?

Private Advisor Group

Morristown, New Jersey, United States

Private Advisor Group delivers independence solutions for businesses coupled with the level of support during and after the transition.

AdviceConsultingFinancial Services
Corporate RoundNov 19, 2025
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