Acquisition Opportunity Olympus Wealth Management was acquired by Lido Advisors in August 2025, presenting a potential cross-sell and integration opportunity for Lido’s client base, platform resources, and back-office capabilities to broaden service offerings.

Family Office Focus As a multi-family office serving high-net-worth and ultra-high-net-worth clients, Olympus demonstrates needs for bespoke wealth planning, advanced investment management, and independent fiduciary services that can be leveraged to tailor high-margin advisory and trust solutions.

Independence Advantage Positioned as an independent advisory with bias-free access to global resources, there is a sales angle to offer enhanced custodial, alternative investment access, and independent research support to further differentiate from captive models.

Digital Footprint Tech stack includes WordPress, Salesforce, Google tools, and analytics tags, indicating readiness for digital client onboarding, CRM-led outreach, and data-driven advisory services to scale client acquisition and service delivery.

Revenue Scale With annual revenue in the 10–25 million range and a small-to-mid sized team, there is opportunity to propose scalable technology, estate planning enhancements, and cross-border or multi-family office solutions that align with growth ambitions and profitability.