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StratiFi

StratiFi

StratiFi is a San Francisco-based company offering a risk analysis platform for investment advisors looking for help identifying risk associated with investment portfolios and business.

StratiFi is a provider of a cloud-based portfolio risk management platform designed to provide enhanced investment outcomes. The company's platform manages portfolio risk in real-time with customized option overlay strategies by leveraging machine learning, data science and automation, enabling investment advisors and wealth managers to manage their portfolios.



StratiFi believes in evaluating risks before chasing returns as a sound way to make strategic decisions with long-term finances. They are working to build the technology and analytics to evaluate and quantify hidden risks in portfolios and make investing safer, more reliable, and less volatile.

PRISM

StratiFi's PRISM works by having clients complete a target-risk assessment questionnaire aimed at revealing their true investment personality, rather than their stated personality. StratiFi then analyzes a client's portfolio with the PRISM financial risk management software to reveal any risks. The software then works to generate a portfolio score to be compared to the client's target score. PRISM works to save advisors and clients time through automation.



Through StratiFi's PRISM, advisors are able to show prospects how they may be impacted by volatility and tail risk helps. This in turn works to help build advisors trust with their clients and their overall relationship.



Other features of StratiFi's investment advisor software includes volatility risk, diversification risk, concentrated stock risk score and tail risk.

Partners

StratiFi's partners include E*Trade, FinFolio, Black Diamon, Omni, Charles Schwab, Morningstar, Quovo, and Partnervest.

Timeline

September 18, 2018

StratiFi Wins 2018 Award For Best Risk Tolerance / Client Profiling Technology

May 2018

StratiFi raises a $7,000,000 series A round from AngelList, Wolverine Trading, Anthemis Group, CBOE Holdings and HOF Capital.

People

Name
Role
LinkedIn

Akhil Lodha

Founder and CEO



Conor Gleeson

Employee



Dag Ainsoo

Investor



David Teten

Investor



FinTech Angels

Investor



Garrett Koehn

Investor



Joey Krug

Investor



John Moyer

Investor



JR F

Employee



Kamiar Kordari

Investor



Kevin Mahaffey

Investor



Matt Levine

Employee



Matthew Hougan

Advisor



Michael Smith

Employee



Minhee Park

Employee



Ralph Drybrough

Employee



Sahil Gupta

Employee



Sahil Kolwankar

Employee



Sean Bill

Investor



Tyler Grupe

Employee



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Why we started StratiFi

March 20, 2019

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