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Lattice Financial
Lattice is an early-stage crypto venture fund that helps founders build sustainable foundations. | In an industry built on open-source software, partnerships...
Overview
Lattice is an early-stage crypto venture fund that helps founders build sustainable foundations. | In an industry built on open-source software, partnerships and community are the only sustainable moat. Lattice helps supercharge Web3 companies through new growth playbooks.
General information
Firm type
Private Equity
Location
Region
Latin America
Country
United States
City
Charlotte
Corporate office
Charlotte, North Carolina, United States
Principals
Seth B. Mullikin
Founder
Frequently asked questions
What service lines does Lattice Financial offer?
The firm offers three service lines: project-based financial planning, comprehensive financial planning, and investment management. All services are provided on a fee-only basis. The practice does not sell commission-based products.
Who runs investment decisions at Lattice Financial?
Seth B. Mullikin, a CERTIFIED FINANCIAL PLANNER™ and the firm's founder, runs all investment and planning decisions. He is a former attorney and a Vanguard alumnus. The firm lists no additional investment staff or committee structure.
What investment strategies does Lattice Financial manage?
The firm provides investment management as a standalone offering and as part of its comprehensive financial planning service. It emphasizes tax-efficient portfolio construction. The website does not specify the asset classes, vehicles, or benchmarks it uses.
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