Who is IDB Lido Wealth?
IDB Lido Wealth is a partnership between two innovative financial firms with a passion for serving the unique needs of their clients.
We strive to provide comprehensive and unique investment and wealth strategies designed to grow, protect, and maximize our clients’ wealth.
We believe in delivering dynamic financial solutions that are as inspired as the people we serve.
IDB Bank of New York + Lido Advisors
Formed in 2021, IDB Lido Wealth brings the largest Israeli bank in the U.S. and one of the fastest growing wealth managers into a partnership passionately committed to helping our clients grow, protect, and maximize their wealth.
$12.2B
Balance Sheet Assets
As of December 31, 2023
1935
Opened for Business
$23.3B
Regulatory Assets Under Management
As of September 30, 2024
1999
Opened for Business
What we do
Our wealth management philosophy is to take a holistic approach, with active and dynamic focus on delivering growth and protection across your financial life.
