StratiFi Technologies Inc. was founded to help investment advisors and their clients better understand and manage portfolio risk. The company's core offering is a sophisticated risk management platform centered around its proprietary PRISM Rating™ methodology, which analyzes portfolios for concentrated, correlated, and tail risks. The platform is designed to empower advisors to build more resilient portfolios, comply with regulations like Regulation Best Interest (Reg BI), and clearly communicate risk to clients, ultimately aiming to deliver better investment outcomes.

Founded in

United States