Insights

Risk-first scale Lattice Strategies is a risk-first investment firm now operating as part of Hartford Funds since 2016, with a focus on multi-factor ETFs. This suggests opportunities to discuss ETF product extensions, risk analytics partnerships, and distribution collaborations that align with risk-based capital allocation.

Strategic partnership leverage As an asset manager integrated within Hartford Funds and distributed via ALPS Distributors, there is potential to explore cross-sell opportunities, co-branded product campaigns, and joint go-to-market initiatives to expand client reach and liquidity for risk-based ETFs.

Mid-market footprint With 11-50 employees and a niche investment management focus, Lattice Strategies presents a target for scalable solutions such as boutique advisory services, outsourced investment operations, or technology platforms that support risk-based portfolio construction for smaller to mid-sized institutions.

Growth through ETFs The emphasis on risk-first, multi-factor ETFs indicates a market trend toward sophisticated factor tilts and risk budgeting. This creates sales angles for technology or consulting services around backtesting frameworks, risk analytics, and ETF onboarding support for new product launches.

Financial health cue Reported revenue in the 1M-10M range signals a growth stage with room for scalable services such as compliance, distribution support, or client onboarding automation that can help accelerate client acquisition and regulatory readiness for evolving ETF offerings.

Lattice Strategies, LLC's Email Address Formats

Lattice Strategies, LLC uses at least 1 format(s):
Lattice Strategies, LLC Email FormatsExamplePercentage
FLast@latticestrategies.comJDoe@latticestrategies.com
80%
Last@latticestrategies.comDoe@latticestrategies.com
20%

Frequently Asked Questions

What is Lattice Strategies, LLC's phone number?

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You can contact Lattice Strategies, LLC'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 Lattice Strategies, LLC's official website and social media links?

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Lattice Strategies, LLC's official website is latticestrategies.com and has social profiles on LinkedIn.

How much revenue does Lattice Strategies, LLC generate?

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As of July 2026, Lattice Strategies, LLC's annual revenue is estimated to be $1M - $10M.

What is Lattice Strategies, LLC's NAICS code?

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Lattice Strategies, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lattice Strategies, LLC have currently?

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As of July 2026, Lattice Strategies, LLC has approximately 11 employees across 1 continents, including North America. Key team members include : C. G.: G. S.. Explore Lattice Strategies, LLC's employee directory with LeadIQ.

What industry does Lattice Strategies, LLC belong to?

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Lattice Strategies, LLC operates in the Investment Management industry.

What is Lattice Strategies, LLC's email format?

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Lattice Strategies, LLC's email format typically follows the pattern of FLast@latticestrategies.com. Find more Lattice Strategies, LLC email formats with LeadIQ.
Lattice Strategies, LLC logo

Lattice Strategies, LLC

Investment ManagementCalifornia, United States11-50 Employees

Lattice Strategies, LLC operates in the investment management industry with a risk-first approach to capital allocation. The firm emphasizes identifying and distributing risk as a central element of pursuing long-term growth for investors, integrating this perspective into its ETF offerings. Based in San Francisco, California, the company has positioned its products as part of a wider family of risk-focused, multi-factor ETFs that are distributed through ALPS Distributors. Lattice’s work is integrated with Hartford Funds, which acquired Lattice Strategies in August 2016 to broaden Hartford Funds’ investment offerings in this area. The organization serves investors seeking disciplined risk management within diversified investment strategies.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Lattice Strategies, LLC's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Lattice Strategies, LLC's revenue is estimated to be in the range of $1M - $10M

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