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San Francisco provider of AI-driven investment workflow tools for wealth managers, covering risk analysis and compliance monitoring.
StratiFi Technologies builds an AI-powered client investment workflow platform for wealth management firms, covering portfolio risk analysis, client risk profiling, investment proposals and compliance monitoring. Founded in 2015 in San Francisco, it is led by founders Akhil Lodha and Jeff Wycoff. It sells subscriptions mainly to financial advisors and compliance teams in North America and Europe. Its most recent round was a USD 7.00 mn Series A on June 26, 2019, led by Anthemis Group.
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