STRATIFI

stratifi-logo

StratiFi offers a client-profiling, risk analysis, and compliance software that makes monitoring, measuring, and communicating risk simple. The company believes in evaluating risks before chasing returns as a sound way to make strategic decisions with long-term finances in an uncertain world. StratiFi is building the technology that will become the "default" standard in the industry to evaluate and quantify hidden risks in portfolios and make investing safer, more reliable, and less volatile. The company was founded in 2008 and based in San Francisco, California.

#SimilarOrganizations #People #Financial #Website #More

STRATIFI

Social Links:

Industry:
Angel Investment Finance Financial Services FinTech SaaS

Founded:
2008-01-01

Address:
San Francisco, California, United States

Country:
United States

Website Url:
http://www.stratifi.com

Total Employee:
1+

Status:
Active

Email Addresses:
[email protected]

Total Funding:
7 M USD

Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Google Font API Google Tag Manager Content Delivery Network Amazon Mobile Non Scaleable Content HSTS IPv6


Similar Organizations

bondora-logo

Bondora

Bondora offers access to the world of investing and earn a reliable net return, without all the complexities.

paystack-logo

Paystack

Paystack lets businesses accept payments via credit card, debit card, money transfer and mobile money on their websites or mobile apps.

prospa-logo

Prospa

Prospa is an Australian owned and operated online lending service provider for small businesses within the region.


Current Advisors List

sean-park_image

Sean Park Board Observer @ StratiFi
Board_observer
2017-11-01

sean-park_image

Sean Park Board Member @ StratiFi
Board_member

Current Employees Featured

akhil-lodha_image

Akhil Lodha
Akhil Lodha Co-founder & CEO @ StratiFi
Co-founder & CEO
2016-01-01

Founder


akhil-lodha_image

Akhil Lodha

not_available_image

Jeff Wycoff

michael-furlong_image

Michael Furlong

ralph-drybrough_image

Ralph Drybrough

Investors List

anthemis-group_image

Anthemis

Anthemis investment in Series A - StratiFi

sean-bill_image

Sean Bill

Sean Bill investment in Series A - StratiFi

cboe-global-markets_image

Cboe FX Markets

Cboe FX Markets investment in Series A - StratiFi

matt-hougan_image

Matt Hougan

Matt Hougan investment in Series A - StratiFi

anthemis-group_image

Anthemis

Anthemis investment in Series A - StratiFi

angellist_image

AngelList

AngelList investment in Series A - StratiFi

wolverine-trading_image

Wolverine Trading

Wolverine Trading investment in Series A - StratiFi

matt-wyndowe_image

Matt Wyndowe

Matt Wyndowe investment in Series A - StratiFi

luke-powell_image

Luke Powell

Luke Powell investment in Series A - StratiFi

mike-curcio_image

Mike Curcio

Mike Curcio investment in Series A - StratiFi

Official Site Inspections

http://www.stratifi.com Semrush global rank: 2.42 M Semrush visits lastest month: 7.86 K

  • Host name: aacb0a264e514dd48.awsglobalaccelerator.com
  • IP address: 75.2.70.75
  • Location: Seattle United States
  • Latitude: 47.54
  • Longitude: -122.3032
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98108

Loading ...

More informations about "StratiFi"

StratiFi - Crunchbase Company Profile & Funding

Where is StratiFi's headquarters? StratiFi is located in San Francisco, California, United States. Who invested in StratiFi? StratiFi is funded by Tony Sun. How much funding has StratiFi โ€ฆSee details»

StratiFi Technologies Inc - LinkedIn

StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified system. It helps ...See details»

Project Management Services | Stratifi

This turn-key approach allows your organization to focus on core objectives while benefiting from Stratifi's professional project management services, ultimately enhancing productivity and reducing operational stress.See details»

Stratifi | Management Consulting | IT Services | Toronto

With extensive experience in process improvement, technology, application development, enterprise systems, and project management, Stratifi excels in delivering comprehensive one โ€ฆSee details»

Pricing - Stratifi

With StratiFi, firms can eliminate additional software expenses and empower advisors to focus on the right risks with a modern risk management solution. StratiFi brings the entire practice โ€ฆSee details»

StratiFi Risk Analysis System

StratiFi's robust risk technology, investment policy statements, and client-friendly proposals are here to help you elevate your business to the next level. GET STARTED NOW StratiFi Is โ€ฆSee details»

Overview of StratiFi

Overview of StratiFi Stratifi is a one-stop-shop risk analysis and compliance platform that quantifies risk on a simple scale of one to ten. Stratifi allows a wealth management firm to โ€ฆSee details»

Wall of Social Proof - Stratifi

I spent a fair amount of time really building out a combination of infrastructure and advice for larger organizations. StratiFi was able to help me (1) create a better digital experience for โ€ฆSee details»

Getting Started - help.stratifi.com

The Onboarding checklist serves as a guide for users to acquaint themselves with the Stratifi platform. It provides a detailed set of instructions for users on how to begin using Stratifi, with โ€ฆSee details»

StratiFi

StratiFi is a risk management platform that helps financial advisors analyze portfolio risks, profile client risks, and ensure compliance.See details»

Strategy Development Services | Stratifi

Stratifi's PMO managed services offer a scalable framework that adapts to your organization's evolving needs. Whether you're handling a small project or a large-scale initiative, Stratifi's โ€ฆSee details»

Stratifi Compliance IQ

Connect Custodial Accounts With StratiFi Join our upcoming webinar to learn more about how StratiFi and Smartria can help you enhance your compliance consulting services. Our experts โ€ฆSee details»

Stratifi - Financial Advisor Essentials: Planning, Analysis, โ€ฆ

A comprehensive guide covering topics such as financial planning, investment analysis, compliance, and practice management.See details»

Getting Started - Stratifi

The Onboarding checklist serves as a guide for users to acquaint themselves with the Stratifi platform. It provides a detailed set of instructions for users on how to begin using Stratifi, with โ€ฆSee details»

Connecting And Organizing Your Data - help.stratifi.com

Stratifi team works 24/7 to ensure that customersโ€™ data is well organized, our risk aggregation system provides the most detailed analytics in the market.See details»

Data & AI | stratifi.ca

Stratifi is a Toronto based IT Services provider. We offer a full spectrum of IT Services as well as Management Consultancy and Strategy Development. Reliable, experienced and trusted โ€ฆSee details»

What is an organisational structure? | Factsheets | Institute of โ€ฆ

Mar 27, 2025 What is an organisational structure? There are different types of organisational structures such as hierarchical, flat, matrix and divisional.See details»

Agile Organizational Structure: Definition, Benefits & Examples

Dec 17, 2024 Discover everything you need to know about agile organizational structures and explore practical examples like the Spotify model. Read more now!See details»

Pricing - Stratifi

Does StratiFi connect to my CRM, custodian or reporting software? StratiFi integrates with leading wealth technologies like Blackdiamond, Orion, Circleblack, Addepar, Wealthbox, Redtail, โ€ฆSee details»

Getting Started - help.stratifi.com

Getting Started Welcome to StratiFi! We are excited to partner with you. In this course, we will walk you through the basics of setting up your StratiFi account. So letโ€™s get started!See details»

linkstock.net © 2022. All rights reserved