StratiFi

StratiFi Technologies Inc is a financial technology company based in San Francisco, founded in 2016. The company specializes in AI-driven risk management and compliance solutions tailored for wealth managers. StratiFi focuses on enhancing investment workflows through integrated risk analytics, compliance oversight, and portfolio management tools. The company offers a comprehensive risk management platform that includes portfolio risk analysis, client risk profiling, and compliance monitoring. Its AI-powered workflows streamline risk assessment and investment strategies, reducing administrative burdens for financial advisors and compliance officers. StratiFi connects to over 20,000 financial institutions, providing real-time access to portfolio data. Additionally, it plans to launch a model marketplace for investment research and model providers. StratiFi is committed to customer support, offering dedicated success specialists and a Learning Center with video tutorials. The company has experienced significant growth, adding over 100 new customers in 2023 and monitoring more than 130,000 accounts with assets exceeding 55 billion under risk supervision.