StratiFi
PrivateLast Round
Strategic
Nov 30, 2020
Total Funding Raised
$9M
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
StratiFi Comparables
Compare StratiFi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| RiXtrema | 84% | |
| Andes Risk | 84% | |
| Nitrogen | 83% | |
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 |
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 |
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.
StratiFi Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about StratiFi's valuation, stock price, and market status.