About Lucia Securities
Lucia Securities is a company based in San Diego (United States) founded in 2011 was acquired by LPL Financial in April 2020.. Lucia Securities operates in a competitive market with competitors including AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, among others.
- Headquarter San Diego, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
LPL Financial
(Apr 28, 2020)
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Funding Insights of Lucia Securities
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 Lucia Securities
Lucia Securities has secured backing from 1 investor. Prominent investors backing the company include LPL Financial. 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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Stock brokerage and financial advisory services are provided to investors.
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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.
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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.
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Founded Year | Domain | Location |
Investments & Acquisitions by Lucia Securities
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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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.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Lucia Securities
| 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 |
Lucia Securities Comparisons
Competitors of Lucia Securities
Lucia Securities operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
AI-powered market intelligence and search platform is operated.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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 Lucia Securities
Frequently Asked Questions about Lucia Securities
When was Lucia Securities founded?
Lucia Securities was founded in 2011.
Where is Lucia Securities located?
Lucia Securities is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Who is the current CEO of Lucia Securities?
Raymond J Lucia is the current CEO of Lucia Securities.
What does Lucia Securities do?
Lucia Securities was established in 2011 and is based in San Diego, United States. Operations are centered on the investment management sector, where a range of strategies is applied to handle client assets. Portfolio diversification is emphasized through various financial instruments and advisory services. The firm is led by CEO Raymond J. Lucia, with activities focused on domestic markets.
Who are the top competitors of Lucia Securities?
Lucia Securities's top competitors include Fidelity Investments, Investec and AlphaSense.
Who are Lucia Securities's investors?
Lucia Securities has 1 investor. Key investors include LPL Financial.
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