San Francisco – January 9, 2018 – StratiFi Technologies Inc. will be participating in The Asset / WealthTech Advisory Collaboration on January 29 organized by Plug & Play and Morningstar @ the Plug and Play Tech Center.
The venue will gather top technologies and companies from the Asset & Wealth Management industry to show a glimpse into the future.
The advisory will anchor around three key themes:
• The New Asset/WealthTech Ecosystem.
• B2B Strategies to Empower the Connected Investor.
• Frontier Technologies and New Business Models.
The Advisory will cater to three core audiences:
• Innovation leaders, head of strategy, and emerging technology stakeholders at the world’s largest asset & wealth managers
• Emerging fintech disruptors focused on asset & wealth management
• Venture capital focused on FinTech/WealthTech
About StratiFi Technologies
StratiFi Technologies Inc. helps investors make smarter investment decisions.
We enable investment advisors, family offices and investors to define and manage risks that are often hidden, or not well understood, within their client’s portfolios. Our PRISM Rating™ technology democratizes risk management techniques that are normally the purview of sophisticated institutional investors. By identifying, defining, and managing risks, StratiFi helps financial advisors help their clients, and also protect and grow their practices. By educating clients about the realities of markets, advisors can deepen relationships, and better help investors confront the challenges of modern markets and the demands of modern life.
StratiFi, based in San Francisco and New York, 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.
About Plug & Play
Over the past 12 years, Plug and Play have built the largest innovation platform in the world by bringing together startups, investors and industry-leading corporations. Since 2015, Plug and Play FinTech have accelerated 225+ startups while investing in over 60. With more than 40 Corporate Partners, our ecosystem is a key factor in driving innovation across multiple business units. Plug and Play FinTech now has 8 offices in Silicon Valley, New York, Paris, Frankfurt, Tokyo, Abu Dhabi, Singapore, and Jakarta.
Morningstar is a global leader in independent investment research and data. From emerging technology startups to the most prominent names in tech, Morningstar’s Fintech Team powers innovative solutions that are shaping the future of investing. Through hundreds of APIs and configurable components, alliance clients drive their business leveraging capabilities such as account aggregation, market data, investment data analytics, portfolio analytics, research, and investment management solutions.