SAN FRANCISCO, February 24, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, asset managers and broker-dealers has hired Pershing, Invesco alumni Martin Plachko, CIMA® to lead its growth and expansion. Mr. Plachko is an industry veteran and entrepreneur with more than two decades of investment management experience serving financial advisors, asset managers, broker-dealers, and family offices.
Previously, Mr. Plachko served in business development roles with Invesco, PowerShares, BNY Mellon|Pershing, and Impact Consulting and Distribution, in addition to starting his career as a financial advisor.
Akhil Lodha, StratiFi’s CEO commented, “Marty is a trusted leader with tremendous business development experience helping financial advisors succeed. He has deep ties to the wealth management space and understands the needs of our customers and our business. I’ve gotten to know Marty though his work and I couldn’t be more excited to bring Marty on board to take StratiFi through the next phase of growth.”
Martin Plachko stated, “I am thrilled to join StratiFi to power our next phases of growth as we continue to raise the bar on identifying and addressing portfolio risk to deliver better outcomes for everyone. When the retail investor wins, we all win!”
Lodha added, “Marty’s responsibilities will include the acquisition of new customers, developing and nurturing our partnerships and expanding the sales team.”
StratiFi continues to build momentum with the addition of Plachko, partnerships with firms like Robertson Stephens, Global Beta Advisors, a new integrations hub to make it easy to connect with CRMs, financial planning software and trading systems.
StratiFi will soon be launching a new educational webinar series that brings together industry experts to share insights and discuss the latest trends.
About StratiFi Technologies
StratiFi is a financial technology company based in San Francisco and New York that empowers financial advisors, asset managers and broker-dealers to understand portfolio and business risk better. StratiFi’s online platform provides access to sophisticated risk management technology, usually only accessible by the largest institutions. StratiFi’s PRISM Ratings™ risk scoring technology provides asset managers and advisors with a rolled-up score based on their book of business, giving them more insight into the risks in their clients’portfolios and their own business, so they can pick the risks they want to take.
StratiFi is the recipient of the WealthManagement.com 2019 Industry Award for the top Compliance Technology for Financial Advisors. The company is backed by key investors who are focused on financial technology, including Cboe Global Markets, Wolverine Holdings, and leading venture capital firms, including Anthemis Group, Khosla Ventures, and Y Combinator.
For more information about StratiFi, or to schedule a software demo, visit https://www.stratifi.com.
Building the industry standard for understanding portfolio risk through cutting- edge technology at Stratifi.