LSA Portfolio Analytics - About the company
LSA Portfolio Analytics is an acquired company based in Lee's Summit (United States), founded in 2005. It operates as a Provider of investment portfolio management strategies for independent financial advisers. The company has 371 active competitors, including 60 funded and 39 that have exited. Its top competitors include companies like bunch, PureFacts and getquin.
Company Details
Provider of investment portfolio management strategies for independent financial advisers. These services include research, analytics, and model portfolio construction for mutual funds, exchange traded funds, and various retirement accounts. The business facilitates the implementation of investment strategies through documented processes and asset selection.
- Website
- lsaportfolios.com
- Social
- Email ID
- *****@lsaportfolios.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2005
Location
Lee's Summit, United States
Stage
Acquired
Ranked
286th among 371 active competitors
Employee Count
5 as on Jun 30, 2026
Exit Details
Acquired by Horizon Investments (Sep 25, 2026)
LSA Portfolio Analytics's acquisition details
LSA Portfolio Analytics got acquired by Horizon Investments on Sep 25, 2026.
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LSA Portfolio Analytics's funding and investors
LSA Portfolio Analytics has not raised any funding rounds yet.
LSA Portfolio Analytics' founders and board of directors
Founder? Claim ProfileLSA Portfolio Analytics' employee count trend
LSA Portfolio Analytics has 5 employees as of Jun 26. Here is LSA Portfolio Analytics's employee count trend over the years:
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LSA Portfolio Analytics's Competitors and alternates
Top competitors of LSA Portfolio Analytics include bunch, PureFacts and getquin. Here is the list of Top 10 competitors of LSA Portfolio Analytics, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Online platform for portfolio management | $58M | 66/100 | ||
2nd | CRM solutions for wealth managers | $61M | 65/100 | ||
3rd | Portfolio management software | $16.2M | 64/100 | ||
4th | Provider of API enabling brokerage account connectivity for data and trading | $7.5M | 61/100 | ||
5th |  SMArtX 2010, West Palm Beach (United States), Series D | Managed accounts technology innovator modernizing financial services with cloud-based solutions | $39.7M | 61/100 | |
6th |  Opto Investments 2020, New York City (United States), Series A | Online platform provides software solutions for financial advisors | $145M | 60/100 | |
7th |  CAIS 2009, New York City (United States), Series D | Platform offering financial planning and advisory solutions for wealth managers | $904M | 60/100 | |
8th |  Nitrogen Wealth 2011, Auburn (United States), Acquired | Client engagement solutions for wealth management firms | $23.7M | 59/100 | |
9th |  Tidal Financial Group 2012, New York City (United States), Series C | Technology platform facilitating the creation, operation and growth of ETFs | $32M | 59/100 | |
10th |  Solovis 2013, Dallas (United States), Acquired | Global technology company serving capital markets and beyond with diverse solutions | $20.8M | 58/100 | |
286th |  LSA Portfolio Analytics 2005, Lee's Summit (United States), Acquired | Provider of investment portfolio management strategies for independent financial advisers | - | - | 22/100 |
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LSA Portfolio Analytics's Investments and acquisitions
LSA Portfolio Analytics has made no investments or acquisitions yet.
Reports related to LSA Portfolio Analytics
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