A financial technology platform built for advisors to

Advisors have trusted StratiFi with over $350 million in client assets.

What Is StratiFi

A technology platform empowering advisors with customized option overlay solutions.

StratiFi’s advisor platform can help you differentiate your advisory business by implementing option-based risk management strategies to enhance client portfolios.

Complements Asset
Allocation

No Separate
Accounts Required

More Liquid &
Transparent

Better Risk &
Return

Multi-Custodian
Support

Better Risk & Return

Compliments Asset Allocation

More Liquid &
Transparent

Multi-Custodian
Support

Better Risk & Return

Compliments Asset Allocation

No Separate
Accounts Required

Why It Matters

Diversification alone is not enough.

A “diversified” portfolio may not be as diversified as you think; volatility is often an overlooked asset class.

What You Think You're Investing In

What You’re Actually Investing In

Grow your business in uncertain times.

About Us

Our venture backed team has over 50 years of experience working with options trading, systematic investment management, and software development.

By leveraging machine learning, data science and automation, we manage portfolio risk in real-time with customized option overlay strategies.

Backed by Premier Venture Capital

Experience from Top Companies

See how StratiFi can help your client's portfolio.