Proprietary portfolio risk scoring engine rating portfolios 1 to 10 across four risk dimensions.

StratiFi
StratiFi Technologies provides an AI-powered wealth management and risk analysis platform for investment advisers.

StratiFi Technologies provides an AI-powered wealth management and risk analysis platform for investment advisers.
StratiFi Technologies Inc. is a financial technology company based in San Francisco that serves registered investment advisers, broker-dealers, turnkey asset management platforms, banks, and credit unions. Its platform combines PRISM portfolio risk scoring with proposal generation, investment policy statement workflow, compliance monitoring, books-and-records digitization, and statement data extraction, giving advisers institutional-style risk and oversight tooling on the desktop.
The company funds its development through venture backing, including a 2018 Series A round led by Anthemis Group. StratiFi distributes through direct sales and integrations with custodians and adviser CRMs, and its public materials describe use across firms supervising more than $100 billion in assets, with tiered annual subscriptions scaled by monitored account volume.
Companies similar to StratiFi include Tolerisk, FinaMetrica, Kwanti and Nitrogen.
StratiFi was founded in 2016.
StratiFi's headquarters is located in San Francisco, CA, US.
As of Jun 26, 2019, StratiFi has disclosed funding of $7.1M (USD). Undisclosed round amounts are excluded.
StratiFi has 14 employees as of Feb 5, 2024.

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