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StratiFi Technologies Information

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StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified system. It helps advisors increase revenue, reduce liability, and save time spent on administrative tasks.

Website https://www.stratifi.com/
Revenue $46.6 million
Funding $7 million
Employees 25 (18 on RocketReach)
Founded 2016
Address 548 Market St, San Francisco, California 94104, US
Phone +1 972-384-7000
Technologies
Industry Financial Services, Business Services General, Angel Investment, Investing, Business Services, Options, Lending and Investments, ETFs, Finance, Overlays, FinTech, Investment Advisors
Web Rank 1 Million
Keywords Wealth Management Technology, Financial Advisor Technology, Digital Wealth Management, Financial Technology Solutions, Risk Management Software, Portfolio Management Software, Data Driven Investment Decisions, Algorithmic Trading Platform
Competitors Morningstar, Wealthsimple, Betterment, Apex Clearing, Wealthfront, Altruist, Personal Capital, Facet, Riskalyze, Advizr +39 more (view full list)
SIC SIC Code 737 Companies, SIC Code 73 Companies, SIC Code 7372 Companies
NAICS NAICS Code 54 Companies, NAICS Code 511210 Companies, NAICS Code 51 Companies, NAICS Code 541 Companies, NAICS Code 5112 Companies, NAICS Code 51121 Companies, NAICS Code 511 Companies

StratiFi Technologies Questions

The StratiFi Technologies annual revenue was $46.6 million in 2026.

Akhil Lodha is the Founder and CEO of StratiFi Technologies.

18 people are employed at StratiFi Technologies.

StratiFi Technologies is based in San Francisco, California.

The NAICS codes for StratiFi Technologies are [54, 511210, 51, 541, 5112, 51121, 511].

The SIC codes for StratiFi Technologies are [737, 73, 7372].

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