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4
Followers on Owler
StratiFi
is a SaaS-based firm that provides portfolio risk analysis and compliance solutions to financial advisors and wealth management markets...
Read more
Overview
Competitors
Funding
News & Insights
StratiFi
is a SaaS-based firm that provides portfolio risk analysis and compliance solutions to financial advisors and wealth management markets...
Read more
Co-Founder & CEO
Akhil Lodha
CEO Approval Rating
90/100
Weigh In
2016
San Francisco
California
San Francisco Bay Area
Private
Software, Internet & Computer Services
Database Management
7372
NAICS listing
https://www.stratifi.com/
Est. Annual Revenue
$100K-5.0M
Agree?
Yes
No
Est. Employees
25-100
Agree?
Yes
No
Funding
$8.5M
News
Latest News
Feb 29, 2024
Benzinga
StratiFi: StratiFi Announces Strategic Partnership With iQUANT
Feb 07, 2024
InvestmentNews
StratiFi: Wealthtech firms unveil strategic partnership
Feb 06, 2024
PR Newswire
Press Release: StratiFi : AdvizorStack, LLC and StratiFi Forge Strategic Partnership to Revolutionize and Enhance Risk Analytics, Compliance Oversight and Operational Efficiencies
Jan 09, 2024
PR Newswire
Press Release: StratiFi : Stratifi Announces Breakneck Growth Trajectory
Feb 02, 2023
stratifi Blog
stratifi Blog Elevate Your Brand With New & Improved PDFs, Mobile-Friendly RTQs, + More
Jan 24, 2023
stratifi Blog
stratifi Blog January 2023 Product Enhancements
Nov 13, 2022
stratifi Blog
stratifi Blog UX Wealth Partners: Risk Profiling and Proposal Software with StratiFi
Oct 24, 2022
stratifi Blog
stratifi Blog Envestnet | MoneyGuide: Improving Clients’ Understanding of Risk with StratiFi
Oct 20, 2022
stratifi Blog
stratifi Blog Investment Policy Statement Software for Financial Advisors: Discover How to Create an IPS in Under 5 Minutes Using StratiFi
Oct 13, 2022
stratifi Blog
stratifi Blog 13 Ways To Evaluate Your Current Risk Analysis Solution
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