StratiFi Technologies
Latest round
- Series A
Last raised
- Jun 2019
Total raised
- $7M
Investors
- 7
About StratiFi Technologies
StratiFi Technologies, Inc. is a provider of AI-driven investment workflow solutions aimed at enhancing wealth management operations.StratiFi Technologies, Inc. was founded in 2015 in San Francisco, US. The company focuses on developing technology for wealth management firms. Key founders include Akhil Lodha and Jeff Wycoff.StratiFi offers an AI-powered client investment workflow hub designed to enhance the efficiency of wealth management firms. Its primary product suite includes tools for portfolio risk analysis, client risk profiling, investment proposals, and compliance monitoring. The platform utilizes a behavioral science-based questionnaire that simplifies the process for clients to articulate their risk tolerance, allowing advisors to import investment portfolios seamlessly. Through its sophisticated PRISM ratings, StratiFi enables financial advisors to assess investment risks, returns, fees, and other key metrics, facilitating informed decision-making. This comprehensive approach addresses the needs of financial advisors and compliance officers, enabling them to manage risks effectively and optimize client outcomes.StratiFi generates revenue through a subscription-based model that caters to financial advisors and compliance departments within wealth management firms. Clients pay for access to the platform's suite of tools, which includes features for risk assessment, portfolio analysis, and compliance oversight. The transactions primarily occur on a B2B basis, where firms engage with StratiFi to enhance their operational efficiency and client engagement. Each subscription may include varying tiers based on the number of users and the range of services utilized, allowing firms to select packages tailored to their specific needs.Looking forward, StratiFi Technologies, Inc. aims to expand its product offerings and enhance its platform's capabilities. Plans include the development of new features aimed at improving user experience and operational efficiency, with releases expected in the coming quarters. The company is also targeting expansion into European markets, capitalizing on growing demand for wealth management technology solutions.
Who invested in StratiFi Technologies
7 investors across 3 rounds
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Questions about StratiFi Technologies
Who invested in StratiFi Technologies?
StratiFi Technologies has 7 investors on record across 3 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has StratiFi Technologies raised?
StratiFi Technologies has raised 3 venture rounds. Sign up free to see how much each round raised and the total.
When did StratiFi Technologies last raise money?
StratiFi Technologies's most recent round on record is a Series A, in Jun 2019.
What does StratiFi Technologies do?
StratiFi Technologies is a internet company.
Where is StratiFi Technologies headquartered?
StratiFi Technologies is headquartered in San Francisco, US.
Which VCs invest in companies like StratiFi Technologies?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back internet companies at StratiFi Technologies's stage. Their profiles are linked below.
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