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StratiFi Logo
StratiFi Growth Score
20
CB Rank
58113
Heat Score
55
An AI-powered client investment workflow software for wealth managers
Founded
obfuscation
PrivateSeed San Francisco, California, United States1-10 www.stratifi.com
Finance
Financial Services
FinTech
SaaS
Overview

StratiFi
Total Funding
obfuscation
Growth Score
20
Heat Score
55

Total Funding
obfuscation
Seed raised
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Growth Score20
0 pts
in past quarter
Heat Score 55
1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About StratiFi

CB Rank
58113
An AI-powered client investment workflow software for wealth managers
Founded
obfuscation
PrivateSeed San Francisco, California, United States1-10 www.stratifi.com
Finance
Financial Services
FinTech
SaaS

Funding Rounds

Seed
OBF
in
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Pre-Seed
OBF
in
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Key People

  • Photo of Akhil Lodha
    Akhil Lodha: Co-founder & CEO
    Past Role: Sliced Investing, Co-Founder

Details

Legal Name StratiFi Technologies Inc.
Operating Status Active
Company Type For Profit
Founders  Akhil Lodha, Ralph Drybrough
Contact Email info@stratifi.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

StratiFi T3 Wealth Management Platform
An AI-powered client investment workflow platform for wealth managers to streamline investment analysis, proposals, agreements, and compliance.
Investor Assessments
A behavioral science-based questionnaire to determine client risk tolerance and capacity for suitable portfolio alignment.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
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Number of Investors  
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Lead Investors  
Funding Type  
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
Aslanoba Capital Logo
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Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News

News and Press

News•May 1, 2024
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News•Feb 29, 2024
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News•Feb 29, 2024
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News•Feb 16, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,736
-8.25%
 in past month

IT Spend

$211.8KThis year, StratiFi is projected to spend $211.8K on IT, according to Aberdeen.

Actively Used Products

42StratiFi uses 42 technology products and services including HTML5, Adobe Fonts, and  Bootstrap, according to G2 Stack.

Active Website Tech Count

65StratiFi is actively using 65 technologies for its website, according to BuiltWith. These include DNSSEC, Mobile Non Scaleable Content, and  IPv6.
Sub-Organizations
Frequently Asked Questions

Where is StratiFi's headquarters? StratiFi is located in San Francisco, California, United States.Who invested in StratiFi? StratiFi has 3 investors including Aslanoba Capital and  Great Oaks Venture Capital.When was the last funding round for StratiFi? StratiFi closed its last funding round on
obfuscation
from a Seed round.Who are StratiFi's competitors? Alternatives and possible competitors to StratiFi may include iCapital, Pontera, and  Envestnet.How much funding has StratiFi raised to date? StratiFi has raised
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.
Who We Are
What We Do
Helpful Links
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