StratiFi Technologies

OverviewSuggest Edit

StratiFi is a financial technology company providing a cloud-based portfolio risk management platform to let investment advisors and family offices understand portfolio risk and deliver better investment outcomes. The Company uses machine learning, data science, and automation, to enable investment advisors and wealth managers to manage their portfolios in real time.

TypePrivate
HQSan Francisco, CA, US
Websitestratifi.com
Employee Ratings4.2
Overall CultureA

Latest Updates

Employees (est.) (Feb 2021)13
Cybersecurity ratingBMore

Key People/Management at StratiFi Technologies

Akhil Lodha

Akhil Lodha

Co-Founder & CEO
Alexey Piskovatskov

Alexey Piskovatskov

Director of Engineering
Ralph Drybrough

Ralph Drybrough

Co-Founder and Advisor
Mike Furlong

Mike Furlong

Advisor
Minhee Park

Minhee Park

Chief Product Officer
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StratiFi Technologies Office Locations

StratiFi Technologies has an office in San Francisco
San Francisco, CA, US (HQ)
600 California St, San Francisco
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StratiFi Technologies Financials and Metrics

Summary Metrics

StratiFi Technologies total Funding

$7 m

StratiFi Technologies latest funding size

$7 m

Time since last funding

3 years ago

StratiFi Technologies investors

StratiFi Technologies's latest funding round in May 2018 was reported to be $7 m. In total, StratiFi Technologies has raised $7 m
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StratiFi Technologies Cybersecurity Score

Cybersecurity ratingPremium dataset

B

89/100

SecurityScorecard logo

StratiFi Technologies Online and Social Media Presence

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StratiFi Technologies Company Culture

  • Overall Culture

    A

    87/100

  • CEO Rating

    A+

    85/100

  • Compensation

    B

    78/100

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StratiFi Technologies Blogs

StratiFi Hires Pershing, Invesco, PowerShares Alumni Martin Plachko to Lead Sales and Business Development

SAN FRANCISCO, February 24, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, asset managers and broker-dealers has hired Pershing, Invesco alumni Martin Plachko, CIMA® to lead its growth and expansion. Mr. Plachko is an industry veteran and entrepreneur… The…

The Five Myths that Put Portfolios at Risk: A Five-Part Series

Risk has always been present for investors. It used to be that a diversified stock and bond portfolio was usually enough to protect clients from the worst of the financial markets and global economy. As clients aged or grew more… The post The Five Myths that Put Portfolios at Risk: A Five-Part Serie…

Robertson Stephens and StratiFi Technologies Announce New Partnership

February 18, 2021 10:02 AM Eastern Standard Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a new partnership to create a more holistic view of clients’ financial wellness by integrating… T…

SEC Form CRS Proving to be a Challenge for Many Advisors

SEC Regulation Best Interest (Reg BI) became effective on June 30, 2020, a little more than a year after the SEC formally adopted it. Reg BI established a “best interest” standard of conduct for broker-dealers when making recommendations to retail… The post SEC Form CRS Proving to be a Challenge for…

Finding Help to Complete SEC Form CRS

SEC Regulation Best Interest (Reg BI) became effective on June 30, 2020, a little more than a year after the SEC formally adopted it. Reg BI established a “best interest” standard of conduct for broker-dealers when making recommendations to retail… The post Finding Help to Complete SEC Form CRS appe…

What is an Investment Policy Statement?

When visiting a new country, the best way to find your way around is to map out the directions. You will also want to make an activity plan for all you’ll do once you get there. Your financial future is… The post What is an Investment Policy Statement? appeared first on StratiFi Technologies Inc.
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StratiFi Technologies Frequently Asked Questions

  • Who are StratiFi Technologies key executives?

    StratiFi Technologies's key executives are Akhil Lodha, Alexey Piskovatskov and Ralph Drybrough.

  • How many employees does StratiFi Technologies have?

    StratiFi Technologies has 13 employees.

  • Who are StratiFi Technologies competitors?

    Competitors of StratiFi Technologies include Capiche, Neptune Financial and Wrfcoin.

  • Where is StratiFi Technologies headquarters?

    StratiFi Technologies headquarters is located at 600 California St, San Francisco, San Francisco.

  • Where are StratiFi Technologies offices?

    StratiFi Technologies has an office in San Francisco.

  • How many offices does StratiFi Technologies have?

    StratiFi Technologies has 1 office.