Insights

Growth through Acquisition Avidian Wealth Solutions recently acquired Eswealth, adding $166 million in assets under management. This strategic move indicates an active growth strategy and openness to integrating new firms, presenting opportunities to offer tailored technological solutions and integration services.

Active Investment Strategy The company makes targeted investments in assets like Enerflex and Lamar Advertising, highlighting a sophisticated investment approach. This indicates potential demand for advanced portfolio management tools, analytics, and risk assessment solutions.

Recognition and Credibility Being named among the best financial advisory firms for 2024 enhances Avidian's reputation and visibility, creating avenues to introduce premium technology platforms, client engagement tools, or marketing solutions that align with their high standards.

Leadership Appointments Recent hires of senior professionals such as Shaheen Ladhani and CIO Jake Borbidge suggest ongoing leadership development, which could benefit from executive coaching, advanced HR tech, or leadership development platforms to support their evolving team.

Strong Financial Position With revenue estimated between 50 to 100 million dollars, Avidian displays robust financial health, making them a viable prospect for comprehensive enterprise solutions, including enterprise software, cybersecurity, and client management systems tailored for mid-sized firms.

Avidian Wealth Solutions Tech Stack

Avidian Wealth Solutions uses 8 technology products and services including Google Hosted Libraries, Chart.js, jQuery Migrate, and more. Explore Avidian Wealth Solutions's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • Chart.js
    Javascript Graphics
  • jQuery Migrate
    Javascript Libraries
  • WP Engine
    Platform As A Service
  • Vercel
    Platform As A Service
  • Node.js
    Programming Languages
  • Google Analytics
    Web Analytics
  • Popup Maker
    Web Platform Extensions

Media & News

Avidian Wealth Solutions's Email Address Formats

Avidian Wealth Solutions uses at least 2 format(s):
Avidian Wealth Solutions Email FormatsExamplePercentage
First@stawealth.comJohn@stawealth.com
56%
FLast@stawealth.comJDoe@stawealth.com
31%
Last@stawealth.comDoe@stawealth.com
10%
FirstL@stawealth.comJohnD@stawealth.com
3%
FirstLast@avidianwealth.comJohnDoe@avidianwealth.com
71%
FirLast@avidianwealth.comJohDoe@avidianwealth.com
15%
Last@avidianwealth.comDoe@avidianwealth.com
14%

Frequently Asked Questions

Where is Avidian Wealth Solutions's headquarters located?

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Avidian Wealth Solutions's main headquarters is located at 800 Town And Country Boulevard 220 Houston, Texas 77024 United States. The company has employees across 1 continents, including North America.

What is Avidian Wealth Solutions's phone number?

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You can contact Avidian Wealth Solutions's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Avidian Wealth Solutions's official website and social media links?

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Avidian Wealth Solutions's official website is avidianwealth.com and has social profiles on LinkedIn.

What is Avidian Wealth Solutions's NAICS code?

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Avidian Wealth Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Avidian Wealth Solutions have currently?

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As of May 2026, Avidian Wealth Solutions has approximately 57 employees across 1 continents, including North America. Key team members include Chief Executive Officer: L. P.Chief Investment Officer: J. B.Chief Compliance Officer: H. E.. Explore Avidian Wealth Solutions's employee directory with LeadIQ.

What industry does Avidian Wealth Solutions belong to?

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Avidian Wealth Solutions operates in the Financial Services industry.

What technology does Avidian Wealth Solutions use?

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Avidian Wealth Solutions's tech stack includes Google Hosted LibrariesChart.jsjQuery MigrateWP EngineVercelNode.jsGoogle AnalyticsPopup Maker.

What is Avidian Wealth Solutions's email format?

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Avidian Wealth Solutions's email format typically follows the pattern of First@stawealth.com. Find more Avidian Wealth Solutions email formats with LeadIQ.

When was Avidian Wealth Solutions founded?

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Avidian Wealth Solutions was founded in 2003.

Avidian Wealth Solutions

Financial ServicesTexas, United States51-200 Employees

Avidian Wealth Solutions is a team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients. With a comprehensive and evolving suite of services including financial planning, investment management, and insurance solutions, we strive to minimize risk through all aspects of our business, by understanding trends and planning strategically — while consistently maintaining our core values of trust, credibility, and transparency.

Disclosure: Avidian is a registered investment adviser. This platform is for informational purposes only. Investing involves risk and possible loss of principal. Comments by viewers or third-party rankings are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Avidian does not provide compensation for “likes” or “endorsements” on this platform. Third-party rankings/rating will disclose the parameters that were used in the consideration in a hyperlink or directly under the ranking/rating. The opinions expressed herein are those of the firm and are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author and may differ from the views or opinions expressed by other areas of the firm and are for general informational purposes as of the date indicated. Avidian believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information.  This content may be dated.

Section iconCompany Overview

Headquarters
800 Town And Country Boulevard 220 Houston, Texas 77024 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Avidian Wealth Solutions's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Avidian Wealth Solutions's revenue is estimated to be in the range of $50M$100M

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