StratiFi Technologies offers PRISM Rating™ technology that calculates risk scores for individual investment accounts and entire advisory practices. The platform conducts hundreds of calculations to generate a 1–10 PRISM score, surfaces hidden risks, suggests ways to lower risk, and connects advisors to a marketplace of approved risk-management firms. StratiFi recently raised $7 million in a Series A led by Anthemis Group to further commercialize PRISM, build a marketplace of risk solutions, and develop an educational ecosystem for advisors and investors. The product integrates with major custodial platforms (Schwab, TD Ameritrade, Fidelity, Interactive Brokers, E-Trade, LPL, and others) and uses a machine-learning engine to learn advisor and client preferences and improve recommendations. The solutions are designed to be easy for advisors to use so they can focus on growing their practices and educating clients. The company is based in San Francisco and New York and is backed by financial-technology investors.

Total raised

$7M

Funding rounds

1

Latest round

Series A

Latest activity

May 2018