Fundraising Fox
StratiFi
25 employees on LinkedIn · 8 known investors
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Ask Sean Park to introduce you to Akhil Lodha
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StratiFi provides AI-powered analytics and workflow tools for chief investment officers at wealth management firms to deliver institutional-grade investment research, advisor enablement, and compliance oversight at scale.
Founders & leadership
Investors · 8
How we know: greatoaksvc.com · Not right? Tell us
How we know: stratifi.com · Not right? Tell us
Also in the syndicate · 2
Funding
SEC filings, press & company announcements- Undisclosed amountSeries AMay 2018
AngelList, Anthemis Group, Cboe Global Markets, HOF Capital, Khosla Ventures, Wolverine Holdings, Y Combinator
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does StratiFi do?
- StratiFi provides AI-powered analytics and workflow tools for chief investment officers at wealth management firms to deliver institutional-grade investment research, advisor enablement, and compliance oversight at scale.
- Who founded StratiFi?
- StratiFi was founded by Akhil Lodha.
- Who are StratiFi's investors?
- StratiFi's investors include Great Oaks Venture Capital, Sandalphon Capital, Cboe Global Markets, HOF Capital, Khosla Ventures, Y Combinator.