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StratiFi
StratiFi is an AI-powered Client Investment Workflow Hub designed for fast-growing wealth management firms. It streamlines the entire client investment journey, from initial assessment and investment…
StratiFi
StratiFi is an AI-powered Client Investment Workflow Hub designed for fast-growing wealth management firms. It streamlines the entire client investment journey, from initial assessment and investment…
TL;DR
Product: AI-powered wealth management platform (IQ Suite: RiskIQ, PrismIQ, OperationsIQ) for RIAs and wealth managers
Traction: Monitors >$50B cumulative assets; 150,000+ portfolios analyzed; 10,000+ proposals and IPS generated
Founded / HQ: Founded 2022; headquartered in San Francisco, CA
Funding (reported): At least two disclosed rounds (Pre-seed Nov 30, 2022; Seed Jan 1, 2024); reported aggregate funding bands by third-party aggregators
Team size (reported): ~21 employees
Company Overview
Problem Domain
Wealth management workflow automation, risk analysis, compliance, and proposal/IPS generation for RIAs, broker-dealers, and wealth managers.
Founded
2022
Industry
Wealthtech / Fintech
Funding Track Record
Disclosed pre-seed round reported Nov 30, 2022
Disclosed seed round reported Jan 1, 2024
Investor Signal
“Aslanoba Capital; Tony Sun (investor participation reported); additional investors listed by third-party aggregators include Anthemis Group, Khosla Ventures, Y Combinator, Cboe Global Markets, Wolverine Holdings”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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