When was StratiFi founded?

StratiFi was founded in 2015 and raised its 1st funding round 3 years after it was founded.

Where is StratiFi located?

StratiFi is headquartered in Mckinney, United States. It is registered at 600 California street San Francisco, CA 94108.

How many employees does StratiFi have?

As of Aug 31, 2026, the latest employee count at StratiFi is 26.

Is StratiFi a funded company?

StratiFi is a funded company, having raised a total of $8.5M across 2 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on May 04, 2018.

When was the latest funding round of StratiFi?

StratiFi's latest funding was a $***** Series A round on Jan 13, 2020, with participation from 0 investor.

Where does StratiFi rank among its competitors?

StratiFi ranks 203rd amongst 1875 active competitors, of which 351 are funded. It stands 10th in terms of total funding among its competitors. The most recent competitor to raise funding was Sift, which secured $507K in Oct, 2025.

Who are the top competitors of StratiFi?

StratiFi's top competitors include ComplyAdvantage, Sift and Entrust. Among them, Sift secured the most recent funding round in October, 2025.

StratiFi - 2026 Company Profile, Team, Funding & Competitors

Company Details

StratiFi provides a software platform that helps advisors dynamically manage portfolio risk through options overlays, enabling them to provide better performance to their clients. Its white-labelled offering helps advisors in strategy selection, client management, reporting, and more.

Website: www.stratifi.com/
Social
Email ID: *****@stratifi.com
Registered Address: 600 California street San Francisco, CA 94108

Key Metrics

Founded Year

2015

Location

Mckinney, United States

Stage

Series A

Total Funding

$8.5M in 2 rounds

Latest Funding Round

Series A, Jan 13, 2020, $*****

Investors

Anthemis Group & 15 more

Ranked

203^rd among 1875 active competitors

Employee Count

26 as on Aug 31, 2026

Similar Companies

ComplyAdvantage & 1388 more

View StratiFi's full profile

StratiFi is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
StratiFi Technologies Inc CIN: 20181062966 , United States, Active	Jan 23, 2018	-	-	-
STRATIFI TECHNOLOGIES, INC CIN: 6551226 , United States, Active	Nov 07, 2017	-	3 (As on Dec 31, 2022)	-

StratiFi has raised a total funding of $8.5M over 2 rounds. Its first funding round was on May 04, 2018. StratiFi has 12 institutional investors and 4 angel investors.

Here is the list of recent funding rounds of StratiFi:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 13, 2020	2109084	Series A	2086320	5523199	9934071	6241486
May 04, 2018	5904740	Series A	8272299	5170355	Anthemis Group	Wolverine & 9 more

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View details of StratiFi's funding rounds and investors

The founders of StratiFi are Akhil Lodha, Michael Furlong and Jeff Wycoff.

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

Akhil Lodha: Co-Founder & CEO of StratiFi.
Contact Info: 1 email address
Michael Furlong: Co-Founder & Advisor of StratiFi.
Jeff Wycoff: Co-Founder & Advisor of StratiFi.

View details of StratiFi's Founder profiles and Board Members

StratiFi's employee count trend

StratiFi has 26 employees as of Aug 26. Here is StratiFi's employee count trend over the years:

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Top competitors of StratiFi include ComplyAdvantage, Sift and Entrust. Here is the list of Top 10 competitors of StratiFi, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	ComplyAdvantage 2014, London (United Kingdom), Series C	Cloud-based AML solutions	$171M	Ontario Teachers' Pension Plan, Index Ventures ... & 46 others	76/100
2nd	Sift 1997, San Francisco (United States), Series D	Provider of an AI-powered platform for fraud detection and prevention	$162M	Insight Partners, Spark Capital & 22 others	75/100
3rd	Entrust 1969, Dallas (United States), Acquired	Provider of identity-centric security solutions, including issuance and data protection	-	Thoma Bravo, Neuberger Berman Capital Solutions ... & 2 others	74/100
4th	Simplex 2014, Ramat Gan (Israel), Acquired	AI-based crypto payments and fraud prevention solutions for businesses	$19M	Cumberland Mining, FundersClub & 12 others	73/100
5th	Symphony 2014, New York City (United States), Series E	Compliance management solutions for financial institutions	$461M	Lakestar, UBS & 38 others	73/100
6th	Profitero 2009, Dun Laoghaire (Ireland), Acquired	Platform offering E- Commerce analytics solutions	$28.2M	Scaleworks, Seedcamp & 10 others	73/100
7th	Riskified 2013, New York City (United States), Public	AI-based payment fraud prevention solutions for e-commerce solution	$232M	Founder Collective, Genesis Partners & 22 others	73/100
8th	Digio 2016, Bengaluru (India), Seed	Provider of digital solutions for KYC, document management, and digital signatures	$11.9M	Rainmatter, Groww & 3 others	72/100
9th	Quantexa 2016, London (United Kingdom), Series F	Provider of decision intelligence software for connecting fragmented enterprise data	$545M	GIC, Dawn Capital & 14 others	71/100
10th	Chainalysis 2014, New York City (United States), Series F	Blockchain data platform providing crypto insights	$538M	GIC, Benchmark & 45 others	71/100
203rd	StratiFi 2015, Mckinney (United States), Series A	Option-based risk management platform for advisors	$8.5M	VNTRE, Chicago Board Options Exchange & 14 others	47/100