A financial technology platform built for advisors to

Advisors have trusted StratiFi with over $300 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

Complements Asset Allocation

More Liquid &
Transparent

Multi-Custodian
Support

Better Risk & Return

Complements Asset Allocation

No Separate
Accounts Required

Why It Matters

Diversification alone is not enough.

Traditional diversification can leave portfolios exposed to unnecessary, and often hidden, risk. Portfolios that are negatively correlated to volatility are exposed to large, coordinated loss events during market downturns.

What You Think You're Investing In

CTAs
US Equities
International Equities
Real Estate
Emerging Markets Equities
Private Equity
High Yield Credit
Commodities

What You’re Actually Investing In

Positive Correlation to Volatility
Negative Correlation to Volatility

CRISES - Conversely, being positively correlated to volatility can be the source of considerable profit during market declines or crisis.

Grow your business in uncertain times.

About Us

Our venture backed team has over 50 years of experience in options trading, architecting systematic investment management strategies 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.