Lido Advisors, LLC · Finance · United States
Low risk. 2 critical or high findings in Security headers and GDPR outside view.
Lido Advisors, LLC is a well-established private wealth management and advisory firm targeting high net worth individuals, families, charities, and institutions. The company emphasizes a family office style of wealth management, offering services such as financial and estate planning, investment management, tax consulting, and trust services. With over $25 billion in regulatory assets under management and a presence across multiple U.S. offices, Lido positions itself as a sophisticated and trusted advisor in the wealth management sector. The website reflects a professional and polished brand image, with clear messaging and comprehensive service descriptions. Technically, the website is built on Drupal 9 with modern frameworks like Bootstrap 5, and integrates analytics and monitoring tools such as Google Analytics, Google Tag Manager, and New Relic. The site is mobile-optimized, accessible, and performs well, providing a seamless user experience. Security measures include HTTPS enforcement and CAPTCHA on forms, though explicit security headers and policies could be improved. The security posture is solid with no evident vulnerabilities or exposed sensitive data. However, the absence of WHOIS registration data for the domain is a notable anomaly that slightly impacts trustworthiness. The site includes privacy and cookie policies with consent mechanisms, indicating good privacy compliance. Overall, the website and business present a low-risk profile with strong professionalism but would benefit from enhanced transparency in domain registration and security disclosures.
Scanned
NIS2 Art. 21(2)
This scan rated NIS2 with an earlier keyword method that is no longer shown; rescan for the per-article view. Risk management, continuity, supply chain, training, MFA, management oversight (Art. 20) and incident reporting (Art. 23) need internal evidence, and Guard cannot tell whether NIS2 applies to this organisation.
GDPR is indicative only, based on publicly visible signals: Articles 7, 12, 13 and 32 of Regulation (EU) 2016/679 and Article 5(3) of the ePrivacy Directive. Not a certification or legal assessment.
2 findings rated critical or high. Fix these first.
Security headers are instructions your web server sends to every visitor’s browser. Missing ones leave visitors more exposed to attacks such as clickjacking and injected scripts.
Controls resources the browser is allowed to load
What to do: Implement a Content-Security-Policy appropriate for your application
These are the privacy signals visitors and data protection authorities look for under GDPR.
GDPR requires explicit consent for non-essential cookies
What to do: Implement a cookie consent banner that appears on first visit
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Each check with its score, findings and the evidence it collected.
The security score runs 0–100, higher is better. It is the plain average of the security checks that completed in this scan, each counted equally. A check that could not run is left out: it counts neither as a pass nor as a fail.
Counted in this score
Not counted
Findings that cap the score at 49
Each of these is serious on its own, so while any is present the site cannot rate better than high risk, however good the other checks are.
Partial scans
When the site blocks Guard or most checks cannot run, the score covers only the checks that ran (usually DNS and email), is capped at 75 and is shown as partial, without a risk level.
Risk levels
Leaked credentials and lookalike domains from OffSeq Breach. The counts are free; the detailed lists are paid add-ons.
Leaked records that mention lidoadvisors.com, from OffSeq Breach.
2 subdomains affected
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Breach keeps ingesting new leaks, so these numbers can grow between scans.
Business context, site observations and technical notes gathered during the scan, and the standards behind each reference.
Automated reading of the public site. Ratings are indicative.
Reference chips under each finding point to the standard, regulation or specification the finding relates to. They are taken from the official datasets below and mapped conservatively: a finding with no defensible link shows none. NIS2 and GDPR references mark where a finding is relevant evidence, not a compliance verdict. Implementing Regulation (EU) 2024/2690 binds digital infrastructure and digital service providers; for other entities it is the most detailed public reading of the Article 21 measures. WCAG, EN 301 549, European Accessibility Act and Web Accessibility Directive references name the requirement an automated accessibility rule relates to; they are not a conformance verdict.
Retrieved 2026-10-25
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