StratiFi is a FinTech company located in downtown San Francisco. We develop risk tools and solutions for financial advisors, enabling them to be stronger stewards of client capital.
PRISM, our proprietary risk scoring system, quantifies hidden risk in client portfolios and delivers actionable insights by automatically identifying clients that would most benefit from risk mitigation solutions. The technology allows financial advisors to identify hidden risks in client portfolios and make investing safer, more predictable, and less volatile.
The StratiFi Advisor Platform provides access to a suite of overlay solutions at the click of a button. We leverage technology to reduce costs, remove complexity, and systematically manage risk and solutions within client accounts, providing an end-to-end tool for financial advisors.
Our company vision is to become the default risk and hedging application for financial advisors.