StratiFi
Financial Services · Books
Overview
AI wealth management platform for RIAs. Replace 15+ disconnected tools with one — risk, proposals, IPS, compliance, and document extraction in one place.
Key facts
These are the key facts about StratiFi on Alion as of Nov 13, 2026. StratiFi is headquartered in San Francisco, United States. It was founded in 2017. The latest round is Venture - Series Unknown of $1.5M, announced in 2019.
- Headquarters
- San Francisco, United StatesAlion company profile, updated Oct 25, 2026
- Founded
- 2017Alion company profile, updated Oct 25, 2026
- Total raised
- $1.5MSum of 1 equity round Alion knows
- Latest round
- Venture - Series Unknown · $1.5M · Jun 24, 2019SEC Form D filing · sec.gov
Official records
Funding and backers
Total raised
$1.5M
1 round on record
Latest round
$1.5M
Venture round · Jun 2019 · 7 yr ago
The money's age
Long since its last round
88 months since the last round · not hiring
Momentum
0/100
no fresh signals
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
May 2, 2024
Partnership StratiFi and Altruist form strategic alliance · YahooFinance
Feb 28, 2024
Partnership StratiFi Announces Strategic Partnership With iQUANT · streetinsider.com
Jul 18, 2023
New executive StratiFi Hires Sarah Gribben to Serve As Director of Sales and Business Development · prnewswire.com
Feb 19, 2020
Partnership StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle · businesswire.com
Jun 24, 2019
Raised a round Venture round $1.5M · SEC Form D
2017
Founded
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Jun 2019 | $1.5M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Stratifi Technologies, Inc. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Akhil LodhaExecutive Officer, DirectorSEC Form D
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Financials
Total raised
$1.5M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Venture - Series Unknown | 2019 | $1.5M | Details |
People
Akhil Lodha
Executive Officer, Director
Sean Park
Director
Kurt Eckert
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
News
StratiFi and Altruist form strategic alliance
Tech platforms collaborate to enhance wealth managers
Read more
Report
Report
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
San Francisco
United States
HQ
How to cite this page
Alion, "StratiFi: key facts", as of Nov 13, 2026. https://alion.io/company/stratifi
These figures are published under a free licence. You may reuse them, including commercially, as long as you credit Alion and link back to this page. CC BY-SA 4.0