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StratiFi

AI-powered risk management platform with PRISM Rating technology. Helps financial advisors analyze portfolio risk using machine learning and options overlay strategies.

Reputation & Trust

Overview

Pricing Model
subscription
Price Range
$5995 - $39995 /
Founded
2016

Products & Services

StratiFi Essential

b2b

Core risk management platform with AI document scanning and portfolio insights

$5995 / year
  • Unlimited licenses
  • AI document scanning
  • Alternatives support
  • RTQ/Proposal/IPS
  • Portfolio insights
  • 500 accounts included
Learn more

StratiFi Premium

b2b

Advanced features with custom branding and firmwide analytics

$16995 / year
  • All Essential features
  • Custom RTQ & fact finder
  • Custom securities builder
  • Firmwide analytics
  • Team branding
  • 1500 accounts included
Learn more

StratiFi Platinum

b2b

Enterprise solution with dedicated support and custom development

$39995 / year
  • All Premium features
  • Enterprise customizations
  • Priority feature development
  • Custom model marketplace
  • Dedicated relationship manager
  • 4000 accounts included
Learn more
Bundle available - Additional account packs available off

Company Information

Legal Name
StratiFi Technologies Inc
Headquarters
San Francisco, United States
Team Size
11-50 employees
Primary Timezone
America/Los_Angeles

Founding

Founded
2016

Competitive Analysis

Key Advantages
  • Up to 40% cost savings
  • AI-powered
  • Unified platform
  • PRISM risk score

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