Risk Management Tools For Financial Advisors

1-15 employees
  • Banking, Corporate Finance, & Investing
  • Headquarters address
    San Francisco, CA


    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.


    1. Ownership - We are personally invested in the company mission and take it as our responsibility to keep others accountable.
    2. Growth Mindset - We believe in doing small things in great ways so each one of us can continually improve ourselves through dedication and hard work.
    3. Accountability - We set clear goals, provide regular status updates to our team and constantly measure our performance against our goals.
    4. Communication - We patiently listen to others opinions, verbally express our own opinions, and actively communicate on company issues.
    5. Urgency - We act with urgency to rapidly execute on our plans, deliver on our team's expectations, collect feedback, iterate, and march towards our goals.
    6. Transparency - We are candid, authentic, and honest in our interactions and communication with each other.
    7. Resilience - We persevere during the bad days and make the good days count on this journey.

    Tech stack

    Python, Javascript, Django, MySQL, Flask, HTML5, CSS3


    Health and wellness

    Health insurance
    Dental insurance
    Vision insurance

    Values and quality of life

    Catered lunches
    StratiFi - StratiFi
    StratiFi - We work in a bright, open, shared office space in downtown San Francisco
    StratiFi - Company Photo