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StratiFi Wins 2018 Award For Best Risk Tolerance / Client Profiling Technology

  San Francisco, September 17, 2018 – StratiFi Technologies Inc., which is democratizing risk management to help financial advisors and their clients make better financial decisions, announced that it has won the WealthManagement.com 2018 Industry Award for the top Risk-tolerance /…

StratiFi Announces Occam To Advance Investor Education, Risk-Adjusted Investing

San Francisco, August 15th – StratiFi Technologies, which is democratizing risk management to help everyone make better financial decisions, announced the launch of Occam, a financial education and media eco-system. Occam was conceived by Steven M. Sears, a former Barron’s…

StratiFi’s Steve Sears Analyzes Tech Sector For TD Ameritrade

San Francisco, August 7 2018 –  StratiFi Technologies’ announced that Steven M. Sears, the company’s chief market strategist, recently appeared on the TD Ameritrade Network to discuss technology sector trading patterns ahead of key earnings reports. Mr. Sears discussed trends in the…

StratiFi’s Steve Sears Deconstructs The Stock and Bond Market For TD Ameritrade

San Francisco, June 22, 2018  –  StratiFi Technologies’ announced that Steven M. Sears, the company’s chief market strategist, recently appeared on the TD Ameritrade Network. Mr. Sears discussed liquidity in the stock market, how investors are seeking safety in large-capitalization technology stocks…

StratiFi’s Steve Sears To Deliver Keynote Address at WealthTech 2018

San Francisco, June 19, 2018  –  StratiFi Technologies Inc. today announced that Steven M. Sears, the company’s chief market strategist, will deliver the keynote speech at Wealthtech 2018. Mr. Sears will discuss how technology can help financial advisors and their clients better…

StratiFi Technologies Named Finalist for Industry Awards by WealthManagement.com

San Francisco, June 12, 2018  –  StratiFi Technologies Inc. today announced that it was named a finalist for the 2018 WealthManagement.com Industry Awards. StratiFi’s PRISM RatingTM software, which brings sophisticated, yet intuitive, risk management tools to advisors and investors, was selected as one of three finalists in…

StratiFi Technologies Announces Series A Funding Round

San Francisco, May 04, 2018  –  StratiFi Technologies Inc., whose technology solutions help advisors improve investment outcomes for clients, while increasing the stability of their own businesses, has announced a Series A funding round that was led by Anthemis Group. StratiFi raised…