https://www.getonbrd.com/companies/stratifi-technologies https://getonbrd-prod.s3.amazonaws.com/uploads/users/logo/18839/profile_pic.png StratiFi Technologies

StratiFi is a financial technology company that provides an AI-powered platform built for wealth managers and investment advisors. Founded in 2015, it streamlines the end-to-end client investment workflow — from risk assessments and portfolio analysis to client proposals, investment policy agreements, and compliance.

Its standout feature is the proprietary PRISM Rating technology, which evaluates portfolio risk across multiple dimensions (volatility, correlation, tail risk, beta, and concentrated stock risk) and distills that complexity into a simple 1–10 score. This helps advisors quickly assess whether a client's portfolio aligns with their risk tolerance and goals, grounded in behavioral finance and CFA research.

In practical terms, StratiFi helps advisors have better client conversations, create customizable proposals quickly, and manage regulatory compliance — all in one platform. It's particularly popular with independent RIAs and fast-growing wealth management firms looking to scale efficiently. The company is backed by notable investors including Cboe Global Markets, Khosla Ventures, Anthemis Group, and Y Combinator.