StratiFi-preview

Stratifi

StratiFi

Private

San Francisco, CaliforniaFinTechhttps://www.stratifi.com/

Last Round

Strategic

Nov 30, 2020

Total Funding Raised

$9M

Momentum Score

75 /100

Company Overview

StratiFi is a fintech company that provides an AI-powered platform for wealth managers and financial advisors to integrate risk management, compliance, and investment strategies.

Sector

FinTech

Verticals

Wealth Management, RegTech, Business Intelligence, Workflow Automation, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS, Marketplace Commission, Services & Consulting

AI Layer

Application

Keywords

wealth management platformWealthTechportfolio risk managementcompliance automationRegTechadvisor techAI for wealth managementrisk tolerance softwareRIA softwareworkflow automationproposal generationtail risk analysisTAMP softwareinvestment policy statementIPS generationasset manager marketplace

Historical Pricing

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Caplight Momentum Score

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StratiFi Comps

Public and private peers based on sector, stage, and business model.

Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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StratiFi Funding Rounds

Historical fundraising activity

Round	Date	Amount Raised	Valuation	Investors	Sources
Strategic	Nov 30, 2020
Series A	May 4, 2018
Seed	Nov 17, 2014

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Key People

Founding team and executive leadership

Akhil Lodha

Founder & CEO

Founding Team

StratiFi Investors

Notable investors and investment history

Investor	Rounds
Miami International Holdings	Strategic
Wolverine Holdings	Series A
Khosla Ventures	Series A, Seed
Y Combinator	Series A, Seed
HOF Capital	Series A
Cboe Global Markets, Inc.	Series A
TriplePoint Venture Growth BDC	Seed

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Market signals

Structured signals derived from secondary market and firmographic data.

Jan 19, 2026
Monthly visitors grew 163% MoM, reaching 3.5K.
Jul 17, 2025
Grew 17% QoQ from 18 to 21 employees.

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StratiFi Filings

SEC and related filings with document metadata.

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StratiFi Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersSan Francisco, California

Employee Range20

Year Founded2016

Last FundingNov 30, 2020

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