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VC-funded Company:

StratiFi Technologies
77 Geary Street, Suite 540
San Francisco, CA 94108
Phone: 415-548-6421
https://www.stratifi.com

StratiFi Technologies Inc. helps investors make smarter investment decisions. We help investment advisors, family offices and investors define and manage risks that are often hidden, or not well understood, within their client's portfolios. Our PRISM Rating™ technology democratizes risk management techniques that are normally the purview of sophisticated institutional investors. By identifying, defining, and managing risks, StratiFi helps financial advisors help their clients, and also protect and grow their practices. By educating clients about the realities of markets, advisors can deepen relationships, and better help investors confront the challenges of modern markets and the demands of modern life.

Key Contact
Name
Akhil Lodha
Title
CEO
Funding Events

Date
Amount
Type
Investors
Valuation
05/04/18 $7,000,000 Series A Anthemis Group
CBOE Global Markets
HOF Capital
Luke Powell
Matt Hougan
Matt Wyndowe
Mike Curcio
Wolverine Holdings
undisclosed