StratiFi Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Private

  • Employees
  • 27

Employees

  • Latest Deal Type
  • 2ndary - Private

  • Investors
  • 19

StratiFi General Information

Description

Developer of AI-powered wealth management software designed to automate compliance monitoring and advisor operations. The company's platform offers compliance surveillance, books and records automation, investment research, and workflow management tools to manage investment analysis, risk, and compliance workflows, enabling registered investment advisors, broker-dealers, and asset management platforms to manage regulatory processes and advisor productivity efficiently.

Contact Information

Website
www.stratifi.com
Formerly Known As
Sliced Investing, LOGe Solutions
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 548 Market Street
  • PMB 27797
  • San Francisco, CA 94104
  • United States
+1 (551)
Primary Industry
Financial Software
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, TMT
Corporate Office
  • 548 Market Street
  • PMB 27797
  • San Francisco, CA 94104
  • United States
+1 (551)

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StratiFi Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Secondary Transaction - Private Completed Generating Revenue
5. Early Stage VC 16-Oct-2020 Completed Generating Revenue
4. Early Stage VC (Series A) 13-Jan-2020 Completed Generating Revenue
3. Early Stage VC (Series A) 04-May-2018 Completed Generating Revenue
2. Early Stage VC 01-Mar-2018 Completed Startup
1. Merger of Equals 01-Jan-2016 Completed Startup
To view StratiFi’s complete valuation and funding history, request access »

StratiFi Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A
Series A-2
Series A-1 3,393,665 $0.000100 $0.44 $0.44 1x $0.44 12.63%
To view StratiFi’s complete cap table history, request access »

StratiFi Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of AI-powered wealth management software designed to automate compliance monitoring and advisor operations. Th
Financial Software
San Francisco, CA
27 As of 2026

San Francisco, CA
 

Paris, France
 
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StratiFi Competitors (27)

One of StratiFi’s 27 competitors is SS&C Advent, a Formerly PE-Backed company based in San Francisco, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SS&C Advent Formerly PE-Backed San Francisco, CA
NeoXam Private Equity-Backed Paris, France
Temenos Formerly PE-Backed Geneva, Switzerland
Finastra Private Equity-Backed London, United Kingdom
Kwanti Corporation San Francisco, CA
You’re viewing 5 of 27 competitors. Get the full list »

StratiFi Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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StratiFi Investors (19)

Investor Name Investor Type Holding Investor Since Participating Rounds
Greenmont Ventures PE/Buyout
Versatile Venture Capital Venture Capital Minority
Angel (individual) Minority
Graph Ventures Venture Capital Minority
Cboe Global Markets Holding Company Minority
You’re viewing 5 of 19 investors. Get the full list »

StratiFi Acquisitions (2)

StratiFi’s most recent deal was a Merger/Acquisition with LOGe Solutions. The deal was made on 01-Jan-2016.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
LOGe Solutions 01-Jan-2016 Merger/Acquisition Asset Management
Sliced Investing 01-Jan-2016 Merger/Acquisition Asset Management
To view StratiFi’s complete acquisitions history, request access »

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StratiFi FAQs

  • When was StratiFi founded?

    StratiFi was founded in 2016.

  • Where is StratiFi headquartered?

    StratiFi is headquartered in San Francisco, CA.

  • What is the size of StratiFi?

    StratiFi has 27 total employees.

  • What industry is StratiFi in?

    StratiFi’s primary industry is Financial Software.

  • Is StratiFi a private or public company?

    StratiFi is a Private company.

  • What is StratiFi’s current revenue?

    The current revenue for StratiFi is .

  • How much funding has StratiFi raised over time?

    StratiFi has raised $20.5M.

  • Who are StratiFi’s investors?

    Greenmont Ventures, Versatile Venture Capital, , Graph Ventures, and Cboe Global Markets are 5 of 19 investors who have invested in StratiFi.

  • Who are StratiFi’s competitors?

    SS&C Advent, NeoXam, Temenos, Finastra, and Kwanti are some of the 27 competitors of StratiFi.

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