StratiFi Technologies Inc Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
StratiFi Technologies Inc. operates an AI-powered platform that unifies risk management, compliance, and investment strategies into a single workflow for wealth managers. The system aims to streamline advisory processes and centralize oversight of client portfolios, helping advisers manage risk and reduce administrative tasks. Headquartered in San Francisco, California, StratiFi serves wealth management firms and industry professionals seeking integrated risk analytics and compliance capabilities. It is positioned in the financial services sector as a provider of tools that support portfolio risk assessment and client risk profiling within advisory workflows. In 2024, StratiFi announced a partnership with iQUANT to offer an integrated solution for portfolio risk analysis, client risk profiling, and compliance.
1-888-653-2347 
support@leadiq.com 
