# LPL Financial

> LPL Financial is a VC fund in Boston backing Advice and Consulting. See 3 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: Boston, United States
- Total investments: 3
- Last investment: Nov 2025
- Lead investor: 67%
- Last updated: Aug 2026
- LinkedIn: http://www.linkedin.com/company/lpl-financial
- X (Twitter): http://twitter.com/LPL
- Website: https://www.lpl.com
- Facebook: http://www.facebook.com/LPLFinancialLLC

LPL Financial is a VC fund in Boston focused on Advice and Consulting. LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than13,300 in 2012.LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors; financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research.LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

## Contacts

5 contacts available for LPL Financial. Shizune tracks 12 team members at LPL Financial. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/lpl-financial?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Advice | 2 | 67% |
| Consulting | 2 | 67% |
| Financial Services | 2 | 67% |
| FinTech | 1 | 33% |
| Database | 1 | 33% |

13 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Corporate Round | 2 | 67% |
| Seed | 1 | 33% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 2 | 67% |
| United Arab Emirates | 1 | 33% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Bryson Pouw | Senior Vice President - Technology | 0 | https://shizune.co/investors/profile/bryson-pouw |
| Chris Terhune | SVP of Technology Business Management Business | 0 | https://shizune.co/investors/profile/chris-terhune |
| Patrick Gorman | Assistant Vice President \| Design Lead of PX/UX/XD | 0 | https://shizune.co/investors/profile/patrick-gorman |
| David M. Muilenberg | President-OSJ | 0 | https://shizune.co/investors/profile/david-m-muilenberg |
| Jasin S. Carlen | Partner and Wealth Advisor | 0 | https://shizune.co/investors/profile/jasin-s-carlen |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Private Advisor Group | Private Advisor Group delivers independence solutions for businesses coupled with the level of support during and after the transition. It provides customer service, in-depth risk management, and forward-thinking solutions. Private Advisor Group was founded in 2011 and is headquartered in Morristown, New Jersey. |  | Corporate Round | Nov 19, 2025 |  |
| Independent Advisor Alliance | Independent Advisor Alliance provides a virtual admin program, succession planning, business consulting, compensation and advisory services. |  | Corporate Round | Dec 18, 2023 |  |
| Cadena | Cadena is a global leader in the field of international business development, providing robust tools and services to streamline the process of overseas revenue growth. Its Discovery Portal houses an extensive database of over 2 million prospects, offering businesses a platform to expand their reach across borders. The company's proprietaryAI-driven prospecting tools, BuyBeacon™ and IntelliConnect™, leverage advanced algorithms and machine learning to identify and prioritize promising leads. These tools offer data-driven insights, helping businesses boost conversion rates and optimize sales strategies.With a strong local presence in key markets such as the GCC, North America, and APAC, Cadena boasts an accredited Enterprise Sales Team. These professionals bring their understanding of local business cultures, regulatory environments, and market trends to assist clients in navigating these regions.Cadena has also developed CadenaPay, an innovative tool that uses predictive analytics to assess the risk of delayed overseas B2B payments. For high-risk invoices, Cadena offers an invoice factoring service, providing immediate cash to businesses and enhancing their financial stability.By combining advanced technology and local expertise, Cadena empowers businesses to navigate the complexities of international commerce, delivering concrete solutions for global business growth. | $32M | Seed | Mar 01, 2022 |  |

3 of 3 investments shown.

## Co-investors
- [China Equity](https://shizune.co/investors/profile/china-equity) — VC Fund, 1 deal together
- [Gaorong Venture Capital](https://shizune.co/investors/profile/gaorong-venture-capital) — VC Fund, 1 deal together
- [Gaotong Capital](https://shizune.co/investors/profile/gaotong-capital) — VC Fund, 1 deal together
- [Jinqiao Capital](https://shizune.co/investors/profile/jinqiao-capital) — VC Fund, 1 deal together
- [NTEC](https://shizune.co/investors/profile/ntec) — VC Fund, 1 deal together

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## FAQ

### What does LPL Financial invest in?

LPL Financial invests primarily in Advice, Consulting and Financial Services startups, most often at Corporate Round and Seed stage. Most of the 3 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact LPL Financial?

Public channels for LPL Financial include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at LPL Financial?

The team at LPL Financial includes Bryson Pouw (Senior Vice President - Technology), Chris Terhune (SVP of Technology Business Management Business) and Patrick Gorman (Assistant Vice President | Design Lead of PX/UX/XD), among 12 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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