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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.

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Edits on 2 Jul, 2021
Golden AI
Golden AI edited on 2 Jul, 2021
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CEO
​Akhil Lodha
Edits on 11 May, 2021
Golden AI"Funding autocalculation"
Golden AI edited on 11 May, 2021
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Latest funding type
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Investors
Edits on 7 Oct, 2020
Neelam Jhaveri
Neelam Jhaveri approved a suggestion from Golden's AI on 7 Oct, 2020
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StratiFi's partners include E*Trade, FinFolioFinFolio, Black Diamon, Omni, Charles Schwab, Morningstar, Quovo, and Partnervest.

Edits on 7 Oct, 2020
Neelam Jhaveri
Neelam Jhaveri approved a suggestion from Golden's AI on 7 Oct, 2020
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StratiFi's partners include E*Trade, FinFolio, Black Diamon, OmniOmni, Charles Schwab, Morningstar, Quovo, and Partnervest.

Golden AI"Funding autocalculation"
Golden AI edited on 6 Oct, 2020
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Latest funding round date
May 2018
Edits on 26 Mar, 2020
Golden AI"Funding autocalculation"
Golden AI edited on 26 Mar, 2020
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Total funding amount (USD)
7,000,000
Edits on 8 Feb, 2020
Henry Ogolla
Henry Ogolla approved a suggestion from Golden's AI on 8 Feb, 2020
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StratiFi's partners include E*Trade, FinFolio, Black Diamon, Omni, Charles Schwab, MorningstarMorningstar, Quovo, and Partnervest.

Edits on 7 Feb, 2020
Henry Ogolla
Henry Ogolla approved a suggestion from Golden's AI on 7 Feb, 2020
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StratiFi is a provider of a cloud-based portfolio risk managementrisk 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.

Edits on 6 Feb, 2020
Charlie Hilton
Charlie Hilton approved a suggestion from Golden's AI on 6 Feb, 2020
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StratiFi's partners include E*Trade, FinFolio, Black Diamon, Omni, Charles Schwab, Morningstar, QuovoQuovo, and Partnervest.

Edits on 5 Feb, 2020
Golden AI
Golden AI edited on 5 Feb, 2020
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Aleksander Holm
Aleksander Holm edited on 5 Feb, 2020
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StratiFi

AStratiFi 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.

Article

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.

Table

Name
Role
LinkedIn

Akhil Lodha

Founder and CEO

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Title
Date
Link

Why we started StratiFi

March 20, 2019

Infobox
Industry
Full address
600 California street San Francisco, CA 94108
Founded date
2008
Email address
info@stratifi.com
Phone number
+1 (415) 548-6421
Categories
Timeline

September 18, 2018

StratiFi Wins 2018 Award For Best Risk Tolerance / Client Profiling Technology
Edits on 31 Jan, 2020
Dawson Sewell
Dawson Sewell edited on 31 Jan, 2020
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StratiFi

A company offering a risk analysis platform for investment advisors looking for help identifying risk associated with investment portfolios and business.

Edits on 6 Sep, 2019
Golden AI
Golden AI edited on 6 Sep, 2019
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Neelam Jhaveri
Neelam Jhaveri edited on 6 Sep, 2019
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Edits on 20 Jun, 2019
Golden AI
Golden AI approved a suggestion from Golden's AI on 20 Jun, 2019
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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.

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Name
Role
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Golden AI"Initial topic creation"
Golden AI created this topic on 20 Jun, 2019
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 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.

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