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Enterprise Infrastructure Series A Founded 2015

StratiFi

Option-based risk management platform for advisors. 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. Founded in 2015, headquartered in Mckinney, United States. The company has raised…

📍 Mckinney, United States · Cybersecurity,

Funding snapshot

Last roundSeries A
Amount$1M
Date13 January 2020
Total raised$8M
Team size25

About

Option-based risk management platform for advisors. 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. Founded in 2015, headquartered in Mckinney, United States. The company has raised $8. The company operates in the Enterprise Infrastructure > Cybersecurity, Enterprise Applications > GRC Software sector. Founded in 2015 and headquartered in Mckinney, United States and has raised $8.5 million in Series A funding. Key investors include Anthemis Group, Wolverine, Chicago Board Options Exchange, Wellfound, Khosla Ventures, YC Research, HOF Capital, VNTRE.

Business model

Cybersecurity > Anti Fraud > Financial Fraud,

GRC Software > Risk Management > Industry > Finance,

Security & Surveillance Technology > Tech Enabled Service,

Investment Tech > Wealth Management IT > Risk Management > Compliance,

Banking Tech > RegTech > Diversified,

RegTech > Risk Management > Risk Type > Investment Industry Risks > Portfolio Risk,

Y Combinator Batches > 2014 > Summer

Team background

College Wise > Carnegie Mellon University, IIT Bombay

Institutional investors

Anthemis Group Wolverine Chicago Board Options Exchange Wellfound Khosla Ventures YC Research HOF Capital VNTRE Aslanoba Capital Fractal Software Y Combinator GMV Michael Curcio Matthew Hougan Matt Wyndowe

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