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StratiFi Technologies Inc
StratiFi Technologies Inc is an AI-powered financial technology company based in San Francisco, California, with additional operations in New York. Founded in 2016, StratiFi offers a unified operating system designed to streamline investment workflows for wealth managers and financial advisors. The platform integrates risk management, compliance, and investment strategies, enabling advisors to manage hidden risks within client portfolios effectively. The company's core product is a comprehensive, white-labeled software platform that automates various administrative and operational tasks. Key features include real-time portfolio risk management, compliance support, and client management insights. StratiFi's proprietary PRISM Rating™ technology provides factor-based risk analysis, helping advisors optimize revenue and reduce liability. The company primarily serves the wealth management and financial advisory sectors, impacting firms that manage over $100 billion in assets.
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$4M