Lottsa Financial Services
Lottsa Financial Services, established in 2001, is a US-based wealth manager and registered investment adviser. It provides investment advisory services, including financial planning, retirement income planning, and portfolio management.
Lottsa Financial Services
Lottsa Financial Services, established in 2001, is a US-based wealth manager and registered investment adviser. It provides investment advisory services, including financial planning, retirement income planning, and portfolio management. The firm serves individuals, high-net-worth individuals, pensions, trusts, and estates.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
AUM
—
Location
Region
—
Country
—
City
Minneapolis
Corporate office
400 19th Ave S
Frequently asked questions
What is Lottsa Financial Services?
Lottsa Financial Services is a bank / wealth / trust headquartered in Minneapolis.
When was Lottsa Financial Services founded?
Lottsa Financial Services was founded in 2001.
Where is Lottsa Financial Services headquartered?
Lottsa Financial Services is headquartered in Minneapolis.
What does Altss track for Lottsa Financial Services?
Altss maintains an OSINT-verified profile of Lottsa Financial Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Lottsa Financial Services's website?
Lottsa Financial Services's public website is financial.lottsa.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Lottsa Financial Services?
Lottsa Financial Services is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Lottsa Financial Services?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Lottsa Financial Services?
Lottsa Financial Services's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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