LSA Portfolio Analytics

Based in the US, LSA Portfolio Analytics, operates as a consulting service provider for financial companies. Based in Lee's Summit, the US and founded in 2005, LSA Portfolio Analytics offers consulting services to financial companies. The company specializes in investment advisory services tailored for independent financial advisors. In September 2026, LSA Portfolio Analytics was acquired by Horizon Investments, LLC, a portfolio company of Altamont Capital Partners.

Financial terms were not disclosed. LSA Portfolio Analytics provides a comprehensive suite of investment advisory services aimed primarily at independent financial advisors. Their core offerings include portfolio construction, investment due diligence, and asset management tailored to meet the specific needs of clients navigating various market conditions. The company's investment philosophy emphasizes loss prevention during downturns while seeking solid returns in favorable markets, allowing advisors to manage their clients' retirement timelines and asset growth effectively.

The revenue model for LSA Portfolio Analytics centers around providing advisory services through a partnership structure with independent financial advisors. These advisors engage LSA's services on a subscription basis, leveraging the firm’s proprietary research and analytics to inform their investment decisions. Revenue is generated from advisory contracts that include various portfolio management services such as mutual fund selection and portfolio design, along with customized solutions for larger advisory practices. In September 2026, Horizon Investments, LLC acquired LSA Portfolio Analytics, enabling the firm to expand its consulting support and financial advisory capabilities, thereby accelerating its next growth phase.