StratiFi
1 known investors
StratiFi offers an AI operating system for wealth management firms, covering risk profiling and alignment, document/statement data extraction, proposal and investment policy statement generation, automated SEC compliance monitoring, and digital books and records. It serves independent advisory firms, TAMPs, insurance marketing organizations, banks, and credit unions.
AI & Machine LearningFintechSaaS
Investors Β· 1
Frequently asked questions
- What does StratiFi do?
- StratiFi offers an AI operating system for wealth management firms, covering risk profiling and alignment, document/statement data extraction, proposal and investment policy statement generation, automated SEC compliance monitoring, and digital books and records. It serves independent advisory firms, TAMPs, insurance marketing organizations, banks, and credit unions.
- Who are StratiFi's investors?
- StratiFi's investors include Sandalphon Capital.