LPL Financial is a corporate venture arm. Based in San Diego, California, United States. The known portfolio counts 3 companies, including Cadena, Independent Advisor Alliance and Private Advisor Group.
Is LPL Financial a fit for your startup?
Paste your website. AI checks the fit and scores every other investor too.
Investment focus
- Stage
- Seed
Who to pitch at LPL Financial
LPL Financial portfolio companies (3)
- Cadena
- Independent Advisor Alliance
- Private Advisor Group
Co-investors
Funds that share portfolio companies with LPL Financial.
Similar funds
Showing 20 of 100
About LPL Financial
The firm's listing covers sectors FinTech and SaaS, and focus areas CRM, Enterprise SaaS and Wealth Management; known deals cluster at Seed.
Of the 8 people on file at LPL Financial, Mark S. Buckman (Co-Founder), Jim Miller (President) and Ryan Trout (Financial Advisor) are listed as the contacts to approach first.
Across the known portfolio, 3 co-investors appear alongside LPL Financial, including Gaorong Capital, ChinaEquity Investment Co. and Gaorong Capital.
Frequently asked questions
What is LPL Financial?
LPL Financial is a corporate venture arm based in San Diego, California, United States, with a known portfolio of 3 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does LPL Financial invest in?
Listed sectors include FinTech and SaaS; listed focus areas include CRM, Enterprise SaaS and Wealth Management. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does LPL Financial invest at?
The known deals of LPL Financial include Seed rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at LPL Financial?
3 of the 8 people on file at LPL Financial are listed as contacts for the firm. All 8 have their own profile page.
How do I contact LPL Financial?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 8 people attached to the firm have their own pages, each showing whether an address is on file for them.
Skip the browsing. Let AI find your ideal investors in one minute.
Paste your startup website and AI picks your best-fit investors out of 135,000+ profiles.
Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal