# StratiFi Technologies

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/stratifi-technologies

- Industry: Internet
- Headquarters: San Francisco, US
- Website: www.stratifi.com
- Total disclosed funding: $7M
- Latest round: Series A (Jun 26, 2019)
- Investors on record: 7

## About

StratiFi Technologies, Inc. is a provider of AI-driven investment workflow solutions aimed at enhancing wealth management operations. Their platform assists financial advisors in managing risk and optimizing client engagement.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. The most recent funding round occurred on June 26, 2019, when the company raised USD 7.00 mn in a Series A funding led by Anthemis Group. The total amount raised by StratiFi to date is USD 7.00 mn, involving three different investment deals.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 serves a diverse client base, including financial advisors, wealth management firms, and compliance professionals, primarily in North America and Europe.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. The flagship offerings, such as the PRISM technology for portfolio risk analysis, are central to the value proposition, providing tools that support advisors in delivering superior investment insights to their clients.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. Recent funding will be utilized to support these initiatives, including enhancing product development and scaling operations to accommodate new clients.

## Funding rounds

- Series A, Jun 26, 2019 — Anthemis
- Series A, May 4, 2018, $7M — Anthemis, AngelList, Wolverine Trading, HOF Capital, CBOE Holdings, Inc.
- Seed, Nov 1, 2014 — Khosla Ventures, Y Combinator

## Investors

- Khosla Ventures (https://capitalatlas.ai/funds/khosla-ventures) — Seed
- Y Combinator (https://capitalatlas.ai/funds/y-combinator) — Seed
- Anthemis (https://capitalatlas.ai/funds/anthemis) — Series A
- AngelList — Series A
- Wolverine Trading — Series A
- HOF Capital (https://capitalatlas.ai/funds/hof-capital) — Series A
- CBOE Holdings, Inc. — Series A