Mr. Sears will discuss how technology can help financial advisors and their clients better navigate the market by bridging gaps that exist between institutional investors and everyone else. He will speak at 3:15 CT on June 28 at Morningstar’s headquarters in Chicago. For more information please visit http://www.fintank.org/wealthtech2018/.
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.
To learn how StratiFi can help you become a better investor, please visit StratiFi
Investor and Media Contacts
Akhil Lodha/ Steve Sears