About LPL Financial
LPL Financial is a company based in San Diego (United States) founded in 1989 was acquired by Inszone Insurance Services in December 2023.. The company has 9,000 employees as of December 31, 2024. LPL Financial has completed 13 acquisitions, including AdvisoryWorld, Allen & Company and Atria Wealth Solutions.
- Headquarter San Diego, United States
- Employees 9000 as on 31 Dec, 2024
- Stage Public
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Lpl Financial Holdings Inc.
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Annual Revenue
$12.39 B23.2as on Dec 31, 2024
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Net Profit
$1.06 B-0.72as on Dec 31, 2024
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EBITDA
$2.22 B11.63as on Dec 31, 2024
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Latest Funding Round
$859.4 M (USD), Debt – Conventional
Oct 01, 2014
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Investors
TPG
& 2 more
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Employee Count
9000
as on Dec 31, 2024
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Investments & Acquisitions
AdvisoryWorld
& 12 more
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Acquired by
Inszone Insurance Services
(Dec 27, 2023)
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IPO & Listings of LPL Financial
LPL Financial is a publicly listed company on the NASDAQ with ticker symbol LPLA in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
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Finance and Accounting
120 people
Software Development Team
107 people
Leadership Team
100 people
Data Analysis and Operations Team
31 people
Sales and Marketing
27 people
Legal and Compliance
24 people
Product Management Team
15 people
Operations Team
11 people
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Funding Insights of LPL Financial
- Total Funding Total Funding
- Total Rounds 2
- Last Round Debt – Conventional — $859.4M
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2014 | Amount | Debt – Conventional - LPL Financial | Valuation |
investors |
|
| Dec, 2005 | Amount | Private Equity Round - LPL Financial | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in LPL Financial
LPL Financial has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include TPG, InsZone Insurance and Hellman & Friedman. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Fund of funds focused on pre-seed and seed-stage companies
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Founded Year | Domain | Location | |
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Private equity firm focused on acquisitions
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Founded Year | Domain | Location | |
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Insurance brokerage services are provided for personal and business sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by LPL Financial
LPL Financial has strategically engaged in corporate development activities, having acquired 13 companies. Notable acquisitions include AdvisoryWorld, Allen & Company and Atria Wealth Solutions. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Provider of electrical services
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2022 | ||||
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Wealth management services are provided to clients nationwide.
|
2017 | ||||
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Diversified investment management services are offered by Lucia Securities.
|
2011 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
|
2017 | ||||
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Bionic investment advisor platform
|
2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - LPL Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Lpl Financial Comparisons
Competitors of LPL Financial
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Lpl Financial
Frequently Asked Questions about LPL Financial
When was LPL Financial founded?
LPL Financial was founded in 1989 and raised its 1st funding round 16 years after it was founded.
Where is LPL Financial located?
LPL Financial is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Who is the current CEO of LPL Financial?
Dan H Arnold is the current CEO of LPL Financial.
How many employees does LPL Financial have?
As of Dec 31, 2024, the latest employee count at LPL Financial is 9,000.
What is the annual revenue of LPL Financial?
Annual revenue of LPL Financial is $12.39B as on Dec 31, 2024.
What does LPL Financial do?
LPL Financial was founded in 1989 and is headquartered in San Diego, United States. Operations are focused on the financial services sector, where brokerage, advisory, and wealth management services are offered to independent advisors and clients across the country. In 2022, annual revenues of 8.6 billion were recorded, alongside a net profit of 0.84 billion. Leadership includes CEO Dan H. Arnold and Managing Director Greg Gates.
Is LPL Financial publicly traded?
Yes, LPL Financial is publicly traded on NASDAQ under the ticker symbol LPLA.
How many acquisitions has LPL Financial made?
LPL Financial has made 13 acquisitions, including AdvisoryWorld, Allen & Company, and Atria Wealth Solutions.
Who are LPL Financial's investors?
LPL Financial has 3 investors. Key investors include TPG, InsZone Insurance, and Hellman & Friedman.
What is LPL Financial's ticker symbol?
The ticker symbol of LPL Financial is LPLA on NASDAQ.
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