Remote3+ yrs
$3k - $4k
StratiFi Technologies, Inc.
StratiFi provides AI-powered risk and compliance intelligence to US wealth managers through its PRISM platform, offering portfolio analysis, suitability monitoring, and supervisory oversight integrated with industry-leading solutions.
Backed by Anthemis, AngelList, Cboe Global Markets and 4 more
- Location
- Remote
- 4 roles
- Team size
- 11-50
- Founded 2017
- Total raised
- $7M
- Series A · last round May '18
- Open roles
- 4
Open positions · 4
Remote5+ yrs
$4k - $8k
Remote8+ yrs
$2k - $3k
Remote3+ yrs
$2k - $2k
About StratiFi Technologies, Inc.
StratiFi builds risk and compliance intelligence for US independent wealth management through its AI-powered decision-intelligence platform. The company serves registered investment advisors, broker-dealers, custodians, and TAMPs by providing portfolio risk analysis, suitability and share-class monitoring, and supervisory oversight capabilities. At the core of StratiFi's offering is PRISM, its proprietary factor-based risk scoring system that helps wealth managers make informed decisions. The platform integrates seamlessly with leading industry solutions including Schwab, Envestnet MoneyGuide, and Redtail, enabling firms to embed risk and compliance intelligence directly into their existing workflows.
Funding
$7Mtotal raised
- May 2018 · Series AAnthemis, Cboe Global Markets, Y Combinator, HOF Capital, Khosla Ventures, AngelList, Wolverine Holdings$7M
- Anthemis
- AngelList
- Cboe Global Markets
- HOF Capital
- Khosla Ventures
- Wolverine Holdings
- Y Combinator
Company at a glance
The team at StratiFi Technologies, Inc.
11-50 peopleSee everyone on LinkedIn
Team breakdown
Team Distribution
- Engineering29%
- Sales & Business Development21%
- Specialized Functions21%
- Leadership8%
- Operations8%
Where the Team Studied
- 1.Harvard University
- 2.University of Chicago
- 3.Indian Institute of Technology, Bombay
- 4.Universidad Tecnológica Nacional
- 5.Carnegie Mellon University
Team Worked At
- Fidelity Investments
- Charles Schwab
- Merrill Lynch
- UBS
- Citi
Location
Team Composition
16 people- Engineering and Technical6
- Product1 senior3
- Sales3
- General Management1 senior2
- Consulting1
- Marketing1 senior1
Life at StratiFi Technologies, Inc.
Frequently asked questions
Of 4 open roles, StratiFi Technologies, Inc. has 4 remote positions.
StratiFi Technologies, Inc. is based in India.
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