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

Funding rounds

Funding round
Funding type
Funding round amount (USD)
Funding round date
Investment
StratiFi Technologies funding round, May 2018
7,000,000
May 2018
2 Results
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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

Further reading

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Author
Link
Type
Date

Documentaries, videos and podcasts

Title
Date
Link

Why we started StratiFi

March 20, 2019

Companies

Company
CEO
Location
Products/Services

References

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