StratiFi
StratiFi Technologies provides an AI-powered wealth management and risk analysis platform for investment advisers.
Founded
2016StratiFi Technologies provides an AI-powered wealth management and risk analysis platform for investment advisers.
StratiFi differentiates with multi-factor PRISM risk scoring that examines volatility, correlation, concentrated-stock, and tail-event risk, in contrast to volatility-only tools that miss hidden exposures. It unifies proposals, investment policy statements, compliance supervision, and ScanIQ statement extraction in one workflow, so prospect data flows into onboarding and ongoing monitoring without re-keying, and it integrates with Schwab, Redtail, and Wealthbox.
The company cites industry recognition including T3 All-Star and WealthManagement.com awards, five-star adviser ratings, and use by firms supervising more than $100 billion in assets. Schwab lists StratiFi with API integration, a discount for Schwab clients, and service to advisers since 2016. This snippet was written 2026-09-21 from the Schwab provider, homepage, and pricing pages.
Source: advisorservices.schwab.com
StratiFi sells annual tiered subscriptions scaled by monitored account volume, with unlimited licenses on every tier. As of 2026-09-21 the listed tiers are Essential at $5,995 per year for 500 accounts, Premium at $16,995 per year for 1,500 accounts, and Platinum at $39,995 per year for 4,000 accounts, with additional account packs available on any plan.
Higher tiers add custom risk questionnaires, securities builders, firmwide analytics, team branding, enterprise customization, priority feature development, a custom model marketplace, and a dedicated relationship manager. StratiFi also offers an API with documentation and a Postman collection for firms building custom connections. This snippet was written 2026-09-21 from the StratiFi pricing page.
Source: stratifi.com
StratiFi provides an AI wealth management platform that combines PRISM portfolio risk scoring with proposal generation, investment policy statement workflow, compliance monitoring, books-and-records digitization, and statement data extraction. Its PRISM engine rates portfolios from 1 for minimal risk to 10 for maximum risk across volatility, correlation, concentrated-stock, and tail-event risk, translating institutional-style analysis into adviser-ready visuals.
The platform organizes adviser work into modules for behavioral risk assessment, multi-factor risk analysis, statement scanning, model portfolios, and compliance documentation, replacing disconnected tools with one operating system. StratiFi connects with custodian and adviser systems and reports use by firms supervising more than $100 billion in assets. This snippet was written 2026-09-21 from the StratiFi homepage and adviser workflow pages.
Source: stratifi.com