Our venture-backed team has over 50 years of experience working with systematic investment management, and software development. By leveraging machine learning, data science and automation, we help advisors manage portfolio risk in near real-time.
Backed by premier venture capital
ex-Head Western Division , UBS PWM & Managing Partner, TOS Advisors
Former CEO and Chairman of Aspiriant & Former Chairman CFP Board
Sr. Managing Director, Tangent Capital Partners
President, Kestra Financial & Chief Revenue Officer, eMoney
CEO, F2 Strategy & CTO, First Republic Private Wealth
CEO at Envestnet Yodlee, Vice - Chairman at Envestnet
Chief Brokerage Officer at E*TRADE
Managing Director, Informa PLC & Former CEO, ETF.com
Former CEO, McKesson Corporation
Partner, Wolverine Trading
Former Chief Compliance Officer, Matthews Asia
Co-founder, Managing Partner, Fort Point Capital Partners
Know risk. More reward.
Switch to StratiFi today to manage the right investment risks and achieve your goals.