Where is StratFI located?

StratFI is headquartered in Wilmington, United States.

How many employees does StratFI have?

As of Jul 31, 2026, the latest employee count at StratFI is 3.

Where does StratFI rank among its competitors?

StratFI ranks 2096th amongst 3804 active competitors, of which 42 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Ascensus, which secured an undisclosed amount in Aug, 2026.

Who are the top competitors of StratFI?

StratFI's top competitors include MassMutual, Ascensus and Jackson. Among them, Ascensus secured the most recent funding round in August, 2026.

StratFI - 2026 Company Profile, Team & Competitors

Company Details

Provider of financial advisory services. They provide services like financial planning, strategic foresight, fundamental analysis, and other multi-disciplinary processes.

Website: www.stratfi.com/
Social
Phone Number: +1 **********

Key Metrics

Founded Year

2012

Location

Wilmington, United States

Stage

Unfunded

Ranked

2096^th among 3804 active competitors

Employee Count

3 as on Jul 31, 2026

Similar Companies

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View StratFI's full profile

StratFI has not raised any funding rounds yet.

The founders of StratFI is James H Lee.

Here are the details of StratFI's key team members:

James H Lee: Founder of StratFI.
Contact Info: 1 email address and 1 phone number

View details of StratFI's Founder profiles and Board Members

StratFI's employee count trend

StratFI has 3 employees as of Jul 26. Here is StratFI's employee count trend over the years:

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Top competitors of StratFI include MassMutual, Ascensus and Jackson. Here is the list of Top 10 competitors of StratFI, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
2nd	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital, GIC & 2 others	71/100
3rd	Jackson 1961, Lansing (United States), Public	Retirement based investment management firm	$510M	Athene, Kestra	66/100
4th	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	65/100
5th	Pacific Life 1868, Newport Beach (United States), Late Stage	Insurance company	$2.11B	-	65/100
6th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	65/100
7th	Voya Financial 1999, New York City (United States), Public	Provider of pension fund for the employees based out of the US	-	-	64/100
8th	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	63/100
9th	Athene 2009, West Des Moines (United States), Acquired	Retirement services provider	$1.13B	Apollo Global Management, Cohesive Capital ... & 3 others	62/100
10th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Freeman Spogli & 1 others	62/100
2096th	StratFI 2012, Wilmington (United States), Unfunded	Provider of financial advisory services	-	-	17/100